Rural Account Handler/Client Manager

Garrison, Co Fermanagh Catterick, North Yorkshire
Permanent
Full-time

15 days ago

Working hours: 35 hours per week, Monday to FridayDuration: PermanentLocation: Yorkshire (hybrid working of 2 days working from home per week available upon successful completion of probation)About the roleLycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for an Account Handler/Client Manager to join our Yorkshire office.The role holder will effectively manage the insurance and financial services business for Lycetts rural 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.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.What you'll be doing

Answer incoming new business enquiries and prepare new business quotations
Identify and initiate cross-referral opportunities and activities to new and existing prospects/clients.
Prepare relevant documentation and information for new business meetings/presentations.
Develop business opportunities including identification of opportunities for cross-referrals
Comply with file management, compliance procedures and FCA guidelines

What you'll need to have

Effective communication skills – Ability to engage professionally with clients and colleagues, both verbally and in writing
Strong organisational abilities – Capable of managing multiple tasks and priorities efficiently, particularly in relation to client enquiries, documentation, and meeting preparation
Attention to detail – A meticulous approach to preparing quotations and compliance-related documentation
Team collaboration – Willingness to contribute to a supportive team environment
IT proficiency – Competence in using standard business software to support day-to-day operations

What makes you stand out

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

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 usThe 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.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 are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.If you need any additional support during the recruitment process, then please let us know.*Directory of Social Change’s UK Guides to Company Giving 2017-26

Benefact Group

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