Trainee Account Handler at Lycetts supporting client relationships while helping the business grow. Full training provided for a successful career in insurance.
About the role
- Trainee Insurance Account Handler supporting client relationships while learning insurance processes. Join a collaborative and inclusive culture with development opportunities in a charitable organization.
Responsibilities
- Support clients by helping prepare renewal paperwork ahead of renewal dates.
- Assist with incoming new business enquiries, helping to put together submissions and quotations with guidance from the team.
- Help obtain and compare alternative quotes where appropriate, learning how to achieve the best outcomes for clients.
- Support the team with policy documentation, invoices, credit notes, and general administration to ensure a smooth client experience.
- Follow file management and compliance procedures, including FCA requirements, keeping records accurate and up to date.
- Build positive working relationships with insurance companies as you develop your industry knowledge.
Requirements
- Good organisational ability
- Experience in obtaining information from clients via telephone & e-mail
- Confident communications skills – both written & oral
- Good negotiating skills and the ability to build good relationships with internal and external stakeholders.
Benefits
- 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
- 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.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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