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Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: London or Godalming (hybrid working of 2 days working from home per week available upon successful completion of probation)
About the role
Lycetts Insurance Brokers, proudly part of Benefact Group, is looking for a Senior Account Handler to join our London or Godalming office.
The role holder will manage insurance and financial services for Lycetts corporate and commercial clients and prospects. Responsibilities include supporting business development through quotes and cross-referrals, and collaborating with senior account executives to manage client and prospect accounts.
Joining our expanding and innovative Group offers a great opportunity to develop your career and become part of an inclusive, purpose-led organization.
Key responsibilities
* Answer incoming new business inquiries and prepare quotations
* Identify and initiate cross-referral opportunities with prospects and clients
* Prepare documentation for meetings and presentations
* Develop and mentor team members
* Identify new business opportunities and cross-referrals
* Ensure compliance with file management, procedures, and FCA guidelines
Knowledge, skills, and experience
* Develop in-depth insurance technical knowledge
* Knowledge of Acturis is advantageous but not essential
* Ability to build and manage cooperative relationships
What we offer
* Hybrid working after probation
* Employer pension contribution of 5%, rising to 10% after 5 years
* Discretionary annual bonus based on performance
* Life assurance up to 4x salary
* 25 days annual leave plus bank holidays, increasing with service
* Funding and incentives for professional development
About us
The Lycetts group has over 60 years of experience providing insurance, risk management, and financial advice. We aim to be a trusted adviser with high client satisfaction.
Benefact Group is an international financial services group owned by a charity, and a major UK corporate donor, with a goal to double its size and become the UK's top corporate donor. We value diversity and are committed to an inclusive culture, welcoming applications from all backgrounds.
If you need additional support during the recruitment process, please let us know.
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