Trainee Account Handler - Newmarket, United Kingdom - The Benefact Group

The Benefact Group

Verified Company

Newmarket, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Working hours:35 hours per week, Monday to Friday

Duration:
Permanent

Location:
Newmarket and Fakenham

About the role:

We have a fantastic opportunity to join Lycetts Insurance Brokers in our Newmarket or Fakenham office as a Trainee Account Handler within the Private Client / Rural team.

We are looking to recruit an organised individual who is able to learn quickly, and provide assistance to a small but successful team.

This role holds responsibility for the effective management of existing clients' insurance business and for the support of business development through provision of quotes and cross-referrals.

The role has authority to deal with insurers and clients as required to transact business.

Key responsibilities
***:

To act as assistant to a nominated account executive in the Lycetts Newmarket office
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 time scales
Manage overdue accounts
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
***:

Essential attributes:

Good confident customer skills both written & oral
The ability to build good relationships
Well organized
Wellpresented, hardworking, proactive team player with initiative

Position would suit someone satisfied in an office-based role and happy to work within a tight knit team.

Advantageous attributes:

Previous office experience and working in a team
Good confident customer skills both written & oral
Knowledge of Word/Excel
Conscientious to learn and progress within the role
High level of accuracy and attention to detail Good time management skills working to agreed priorities

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:

Committed to making a difference:

We think that people are looking for something worthwhile in a company beyond the workplace.

Our employees are encouraged to take at least one day a year to help a charity of their choice, offering practical and professional support, as part of our MyGiving programme.

Our staff know how to work hard but also how to enjoy themselves We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.