Account Handler

Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Newcastle Upon Tyne, or Catterick About the role Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for a New Business Account Handler to join our Newcastle Upon Tyne, or Catterick office. This is a fantastic opportunity to join Lycetts as a New Business Account Handler, where you’ll deliver high-quality insurance support to clients and prospects, with a focus on new business leads. You’ll manage enquiries from start to finish, ensuring accurate, compliant processing and acting as a key point of contact to provide advice and build strong relationships. Working with your Team Manager, you’ll help drive conversion and growth by identifying cross-selling and upselling opportunities, while liaising with insurers and negotiating terms within your authority to ensure a smooth and professional service. 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 Manage new business leads and quotations through to conversion for the team/region. Prepare, present and proactively follow up quotations, confirming cover where appropriate. Build strong relationships with prospects and guide them through quotation to placement. Deliver a high level of client service, responding to correspondence within 24 hours. Handle post-sale administration including invoicing (within 7 days) and payment setup. Identify upselling and cross-referral opportunities to support conversion targets. Maintain accurate data, ensure compliance, and continuously develop product, industry and professional expertise. What you'll need to have Experience in general insurance or a similar client-handling/business environment. Experience of processing new business, including quotation, placement and policy documentation. Demonstrable experience of liaising with insurers and clients directly. Experience managing a portfolio of accounts, including cross‑selling opportunities. Cert CII qualification (or working towards) or demonstrable equivalent industry experience 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. *Directory of Social Change’s UK Guides to Company Giving 2017-26