Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Edinburgh (hybrid working of 2 days working from home per week available upon successful completion of probation) About the role Lycetts Insurance Brokers , who are proudly part of Benefact Group , are looking for a Assistant Account Handler to join our Edinburgh office.
As an Assistant Account Handler, you will play a crucial role in maintaining strong relationships with clients while contributing to business growth through proactive engagement.
Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.
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 & e-mail Confident communications 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 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 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.