Account Handler

Location

Godalming, Surrey | United Kingdom

Job description

Working hours: 35 hours per week, Monday to Friday

Duration:  Permanent

Location:  Godalming (hybrid working available upon successful completion of probation)

About the role

Our Account Handler role, based in our Godalming office, offers dedicated support to a small but successful team to service our HNW Household and Farm & Estate clients. If you possess a wealth of knowledge and experience within Insurance, we'd love to hear from you.

As a crucial member of our close-knit team, you will be the driving force behind managing existing clients' insurance business. You'll find yourself in a role where you can truly make an impact, with the authority to interact with clients and insurers, ensuring seamless transactions.

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.

Desired skills and experience

• A proactive and organised approach to all activities.
• Communicate confidently and clearly, both in writing and verbally.
• Good negotiation skills and the ability to build valuable connections with clients and insurers/underwriters.
• Good organisational abilities
• Present yourself impeccably, bring your strong work ethic to the table, and contribute proactively within the team.
• Thrive autonomously and harmoniously within a collaborative team setting.

What we offer

• A competitive salary - let's discuss it
• Flexible and 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 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 .

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. 

Job tags

Salary