Account Handler

Benefact group; City of Edinburgh; Hybrid; GBP 30,000 - GBP 40,000; Full time

Job summary

A leading insurance group is seeking an Account Handler in Edinburgh or Ayr. The role involves managing client accounts, ensuring prompt service, and building long-term relationships. The ideal candidate has broking experience, strong organizational skills, and knowledge of various commercial insurance products. This position offers a hybrid working option after probation and development opportunities. Join a company recognized for its commitment to charity and sustainable practices.

Benefits

Competitive salary

Hybrid working

Pension contribution of 5%

Annual Bonus scheme

Life Assurance cover

25 days annual leave plus bank holidays

Career development opportunities

Employee Assistance Programme

Qualifications

• Strong organisational skills are essential for account management.
• Previous experience in insurance broking is preferred.
• Familiarity with various commercial insurance products is necessary.
• Experience in proactive communication with clients via phone and email.
• Ability to negotiate and present quotes effectively.
• Excellent written and oral communication skills are required.
• Solid understanding of FCA regulations in broking contexts.

Responsibilities

• Develop and maintain long-term client relationships.
• Prepare renewal schedules and ensure clients are contacted timely.
• Negotiate quotes and present them to clients.
• Handle documentation accurately and efficiently.
• Manage claims in compliance with regulatory timelines.
• Maintain relationships with insurance companies and colleagues.
• Ensure effective credit control and reporting.
• Support business operations as required.

Skills

Good organisational ability

Broking experience (farm & estate, household, liability insurance)

Knowledge of commercial insurance products

Client communication (telephone & e-mail)

Experience in obtaining quotes

Confident communication skills

Good negotiating skills

Knowledge of FCA requirements

Job description

Working hours:35 hours per week, Monday to Friday

Duration:Permanent

Location:Edinburgh or Ayr (hybrid working of 2 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 an Account Handler to join our Edinburgh or Ayr office.

This is a fantastic opportunity to join Lycetts as an Account Handler, you’ll play a key role in delivering outstanding service to our clients and prospects. You’ll collaborate with executives to manage accounts day-to-day, build trusted relationships, and help drive retention and growth through proactive, high-quality support.

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 15 Best Big Companies to Work For in 2025, 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

• Develop strong, long-term relationships with a portfolio of clients, managing their accounts in a way that meets their specific servicing needs

• Prepare renewal schedules and proactively contact clients ahead of deadlines, ensuring compliance needs are met and a smooth renewal process is achieved.

• Negotiate alternative quotes before renewal dates, offering clients valuable options and tailored solutions

• Handle all documentation - including invoices and credit notes - with accuracy and efficiency

• Manage claims promptly and within regulatory timescales, by utilising our central service claims team.

• Build and maintain positive relationships with Insurance companies and colleagues within our various Lycett’s departments.

• Operate an effective credit control process and provide timely reporting as required

• Support operational needs of the business when requested to do so teamwork collaboration.

What you'll need to have

• Good organisational ability

• Previous broking experience preferably specialising in farm & estate, household and liability insurance

• Knowledge of wide range of commercial insurance products and companies

• Experience in obtaining information from clients via telephone & e-mail

• Experience in obtaining quotes and placing business

• Confident communications skills – both written & oral

• 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

• A competitive salary - let's discuss it

• 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, and Group Income Protection scheme up to 65% of 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.

• An Employee Assistance Programme with a wide range of benefits helping employees to stay healthy and feel supported.

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.

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.