Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Yorkshire (hybrid working of 2 days working from home per week available upon successful completion of probation)
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About the role
Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for an Senior Account Handler to join our Yorkshire office.
Our Yorkshire-based team combine to offer farm, estate and private client insurance services to clients across the North of England. As a Senior Account Handler, you will work closely with Lycetts farm, estate and private clients and prospects, and will be responsible for the support of business development through the provision of quotes and cross-referrals as well as working collaboratively with senior account executives and account executives to provide the management of their client and prospect accounts.
We welcome applications from individuals at all stages of their career - whether you're just starting out or bring relevant industry experience.
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Why join us?
Join a collaborative and inclusive culture that's committed to making a difference and building a more sustainable future. Ranked amongst the UK's top 50 Best Large Companies to Work For in 2024, we offer fantastic career and development opportunities within a rapidly growing, innovative Group - where all profits go to charity and good causes.
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What you'll be doing
* Work collaboratively with senior account executives and account executives to provide the management of their client and prospect accounts.
* Answer incoming new business enquiries and prepare new business quotations
* Identify and initiate cross-referral opportunities and activities to new and existing prospects/clients.
* Build and maintain links with local professionals, and develop insurer relationships.
* Prepare relevant documentation and information for new business meetings/presentations.
* Obtain appointments for other insurance teams, Financial Advisors, Engineering Inspection and Risk Management Services in order to meet and contribute to cross-referral targets.
* Develop and mentor other account handling team members.
* Develop business opportunities including identification of opportunities for cross-referrals
* Be responsible for the effective management of the renewal list.
What you'll need to have
* Previous insurance experience
* Knowledge of commercial insurance products and companies
* Experience in obtaining quotes and placing business
* Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters
* Sound knowledge of FCA requirements within a broking role
* Attention to detail for preparing quotations and compliance-related documentation
* Team collaboration within a supportive team environment
* IT proficiency to support day-to-day operations
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What we offer
* Hybrid working available upon successful completion of probation
* Employer pension contribution of 5% rising to 10% after years membership of the pension scheme
* Annual Bonus scheme (Discretionary based on individual and company performance)
* Life Assurance cover up to 4 x salary
* 25 days annual leave plus bank holidays (rising to and 27 for 5 and 10 years' service respectively)
* Career development opportunities with funded support and financial incentives for all professional qualifications.
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About us
The Lycetts group has over 60 years' experience of 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 3rd 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, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.
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At Benefact Group, we are committed to creating aninclusive culture and building an environment where each and every one of usfeels valued and respected. We are a community made up of people with arange of different backgrounds, abilities, perspectives, beliefs and interestsand we value the strength this brings to us as a Group. We welcome applicationsfrom everyone.
If you need any additional support during therecruitment process, then please let us know.
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*Directory of Social Change's UK Guides to Company Giving