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Account handler

Catterick Garrison
Lycetts
Account handler
€30,000 a year
Posted: 13 April
Offer description

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Yorkshire


About the Role

Lycetts Insurance Brokers, part of Benefact Group, are looking for an Account Handler to join our Yorkshire office. We provide tailored insurance solutions and exceptional service to clients. This role requires collaborating with executives to manage accounts day‑to‑day, building trusted relationships, and driving retention and growth through proactive, high‑quality support. Our Yorkshire‑based team offers farm, estate, private client, forestry, equine and commercial insurance services across the North of England.


What You’ll Be Doing

* Develop strong, long‑term relationships with a portfolio of clients, managing their accounts to meet specific servicing needs
* Prepare renewal schedules and proactively contact clients ahead of deadlines, ensuring compliance needs are met and a smooth renewal process is achieved
* Negotiate alternative quotes before renewal dates, offering clients valuable options and tailored solutions
* Handle all documentation – including invoices and credit notes – with accuracy and efficiency
* Manage claims promptly and within regulatory timescales by utilising our central service claims team
* Build and maintain positive relationships with insurance companies and colleagues within our departments
* Operate an effective credit control process and provide timely reporting as required
* Support operational needs of the business to enhance teamwork and collaboration when requested


What You’ll Need to Have

* Ability to engage professionally with clients and colleagues
* Strong organisational skills managing multiple tasks and priorities efficiently, particularly in relation to client enquiries, documentation, and meeting preparation
* Attention to detail for preparing quotations and compliance‑related documentation


What Makes You Stand Out

* Previous insurance experience
* Experience in obtaining quotes and placing business
* Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters


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

We welcome applications from everyone.

If you need any additional support during the recruitment process, then please let us know.

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