Account Handler

Working hours :   35 hours per week, Monday to Friday

Duration :   Permanent

Location :   Charlbury, Oxfordshire (hybrid working of 3 days per week in the office available upon successful completion of probation)

About the role

Lycetts Insurance Brokers , who are proudly part of  Benefact Group , are looking for a Account Handler to join our Charlbury  office.

Lycetts is a well-established independent insurance broker with a focus on farms, estates, and rural businesses. We also offer bespoke financial services, high-net-worth household coverage, commercial and bloodstock insurance and risk management advice.

As an Account Handler you will play a crucial role in maintaining strong relationships with existing clients while contributing to business growth through proactive engagement. The role has authority to deal with insurers and clients as required to transact business.

Joining our rapidly expanding andinnovative Group presents a fantastic opportunity to develop your career andbecome an integral part of an inclusive, purpose-led organisation.

Key responsibilities

• Prepare renewal schedules and proactively reach out to clients before renewal dates, ensuring compliance with industry regulations.
• Handle incoming new business inquiries promptly and prepare customised quotations for potential clients.
• Use your negotiation skills to explore alternative quotes and find the best solutions for clients well in advance of renewal deadlines.
• Manage all documentation, including invoices, credit notes, and other paperwork, ensuring a seamless renewal experience for our clients.
• Identify cross-selling opportunities within our client base and collaborate with colleagues to maximise revenue.
• Work alongside our dedicated Claims Handler to provide efficient claims handling support when needed.
• Prioritise client requests and strive for satisfactory outcomes, building strong relationships with our valued clients.
• Adhere to compliance procedures, FCA guidelines, and maintain organised file management.
• Foster positive relationships with insurance companies, ensuring smooth communication and efficient service delivery.
• Monitor delegated authority under agency agreements and maintain an effective credit control system.
• Operate an effective credit control system and report as required

Knowledge, skills and experience

What we offer

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 are a unique chartered insurance broking and financial services organisation, which strives to be a trusted adviser to our clients and are proud to be part of the Benefact Group, which in turn is owned by a registered charity, Benefact Trust. We are a financially secure, professional and award-winning organisation. We pride ourselves in donating a significant proportion of our profits to good causes. To find out more about us and our fantastic achievements please visit www.lycetts.co.uk .

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and are currently the UK’s 3rd largest corporate donor, having given away £200 million since 2016. 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.

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.