Trainee Account Handler (Insurance)
Join our team at Lycetts in Edinburgh as a Trainee Account Handler and be at the forefront of client relationship management while contributing to business growth through proactive engagement. This role offers a comprehensive training program designed to equip you with the skills needed to become a proficient insurance professional.
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Edinburgh (hybrid working of 2 days from home per week available upon successful completion of probation)
Key Responsibilities
* Engage with clients and prepare renewal documentation ahead of renewal dates.
* Be the welcoming face for incoming new business inquiries, crafting impressive new business submissions and quotations.
* Utilise your negotiation finesse to secure alternative quotes, always striving for the best outcome, where appropriate.
* Deal with the documentation, invoices, credit notes, and more, ensuring a seamless experience for our clients.
* Comply with file management, compliance procedures, and FCA guidelines, maintaining meticulously updated records.
* Nurture strong relationships with esteemed insurance companies.
Knowledge, Skills And Experience
* Good organisational ability
* Experience in obtaining information from clients via telephone & email
* Confident communication skills – both written & oral
* Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters
What we offer
* 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 x 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.
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.
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.
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