Benefact Group
Account Handler - Commercial
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Newcastle Upon Tyne
About the role
Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for an Account Handler to join our Newcastle Upon Tyne office.
In this client-focused role, you'll support a portfolio of commercial clients, delivering exceptional service across renewals, mid-term adjustments, and day-to-day account management. Working closely with clients, insurers, and colleagues, you'll help build trusted relationships, identify solutions that meet clients' needs, and contribute to the continued growth and success of the team. This is an excellent opportunity for someone who enjoys building strong relationships, thrives in a fast-paced environment, and is passionate about delivering outstanding customer outcomes.
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
- Managing a portfolio of clients within our Commercial Small Business Unit, delivering exceptional service, and building strong, lasting relationships to support retention and growth.
- Supporting clients throughout the policy lifecycle, including renewals, mid-term adjustments, and general enquiries, ensuring a seamless customer experience.
- Preparing and negotiating quotations and renewal terms, working closely with insurers to secure the most appropriate outcomes for clients.
- Handling policy documentation, invoicing, and credit control activities accurately and efficiently, maintaining high standards of compliance and administration.
- Liaising with insurers, underwriters, claims specialists, and colleagues across the wider business to deliver prompt and effective solutions for clients.
- Contributing to the ongoing success of the Commercial Small Business Unit by identifying opportunities, sharing knowledge, and supporting team objectives and operational priorities.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What you'll need to have
- Ability to engage professionally with clients and colleagues
- Strong organisational skills managing multiple tasks and priorities efficiently, particularly in relation to client enquiries, documentation, and meeting preparation
- Attention to detail for preparing quotations and compliance-related documentation
What makes you stand out
- Previous insurance experience
- Experience in obtaining quotes and placing business
- Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters
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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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 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
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills