Commercial Account Handler - Newcastle upon Tyne, United Kingdom - Benefact Group

Tom O´Connor

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Tom O´Connor

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Description

Working hours:35 hours per week, Monday to Friday


Duration:
Permanent


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


About the role:


Lycetts Insurance Brokers, who are proudly part of
Benefact Group, are looking for a
Commercial Account Handler to join our head office in
Newcastle.


From our prestigious headquarters at Bank House, we service a wide-range of farm and estate, commercial, financial services and private clients.

Our commercial and private client teams work in partnership with our rural experts to ensure that clients' personal and commercial interests are covered, and we pride ourselves on offering a highly personalised professional service.


This is a fantastic opportunity to join a rapidly growing and forward thinking business, giving you a real opportunity to develop your career and be part of a purpose led organisation.


Key responsibilities:


  • To manage and grow an existing book of business.
  • To prepare renewal schedules and contact client prior to renewal within compliance manual timescales
  • Negotiate alternative quotes prior to renewal dates where appropriate
  • Deal with all documentation, invoices, credit notes, etc. ensuring a smooth and troublefree renewal for the client
  • Handle claims efficiently and within regulatory timescales
  • Foster good relations with insurance companies
  • Ensure that the Lycetts' delegated authority under agency agreements is not exceeded
  • Operate an effective credit control system and report as required.

Knowledge, skills and experience:


  • Experience in obtaining quotes and placing business
  • Good confident customer skills both written & oral
  • Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters
  • Good organisational ability
  • A proactive team player with initiative

What we offer
***:

  • A competitive salary let's discuss it
  • Flexible and hybrid working available upon successful completion of probation
  • Competitive Personal Pension
  • 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:


Benefact Group is a unique international financial services group made up of over 30 businesses. We are owned by a charity and currently the 3rd largest corporate donor in the country, having given away £200 million since 2016. We have an ambitious plan to become the number one corporate donor with strategic objectives in place to double the groups size over the next five years.


We believe it's essential to attract, empower, grow and reward talented people offer career opportunities and personal development through a fantastic learning and career framework.

Luckily for us, the nature of who we are - our giving ethos, our 135 year history and the diversity of what we do - has built a culture of kindness, of great ambition, of passionate people driven to do better and be better.


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