Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Newcastle Upon Tyne, or Catterick
About The Role
Lycetts Insurance Brokers, part of Benefact Group, is looking for a New Business Account Handler to join our Newcastle Upon Tyne, or Catterick office. This role delivers high‑quality insurance support for clients and prospects, focusing on new business leads. You will manage enquiries from start to finish, ensuring accurate, compliant processing and act as a key point of contact to provide advice and build strong relationships.
Working with your Team Manager, you’ll help drive conversion and growth by identifying cross‑selling and upselling opportunities, liaising with insurers and negotiating terms within your authority to ensure a smooth, professional service.
Why Join Us
Join a collaborative and inclusive culture committed to making a difference and building a more sustainable future. Ranked among the UK’s 15 best big companies to work for in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group that donates all profits to charity and good causes.
What You’ll Be Doing
* Manage new business leads and quotations through to conversion for the team/region
* Prepare, present and proactively follow up quotations, confirming cover where appropriate
* Build strong relationships with prospects and guide them through quotation to placement
* Deliver a high level of client service, responding to correspondence within 24 hours
* Handle post‑sale administration including invoicing (within 7 days) and payment setup
* Identify upselling and cross‑referral opportunities to support conversion targets
* Maintain accurate data, ensure compliance, and continuously develop product, industry and professional expertise
What You’ll Need to Have
* Experience in general insurance or a similar client‑handling/business environment
* Experience processing new business, including quotation, placement and policy documentation
* Demonstrable experience of liaising with insurers and clients directly
* Experience managing a portfolio of accounts, including cross‑selling opportunities
* Cert CII qualification (or working towards) or demonstrable equivalent industry experience
What We Offer
* A competitive salary – let’s discuss it
* Hybrid working available upon successful completion of probation
* Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme
* Annual bonus scheme (discretionary based on individual and company performance)
* Life assurance cover up to 4 × salary, and group income protection scheme up to 65% of salary
* 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years’ service respectively)
* Career development opportunities with funded support and financial incentives for all professional qualifications
* An employee assistance programme with a wide range of benefits helping employees to stay healthy and feel supported
About Us
The Lycetts Group has over 60 years of experience providing a comprehensive range of insurance, risk management and financial advice to a broad cross‑section of commercial and private clients. We strive to be a trusted adviser to our clients and are proud of our continued high client satisfaction scores.
Benefact Group is a unique international financial services group made up of over 30 businesses. We are owned by a charity and have been the third largest UK corporate donor over a decade, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.
We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135‑year history and the diversity of what we do enable us to build a culture of kindness, great ambition, and passionate people driven to do better and be better.
At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We welcome applications from everyone.
We welcome applications from everyone. If you need any additional support during the recruitment process, then please let us know.
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