Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Newcastle/London

About the role

We have a fantastic opportunity to join our business Lycetts Insurance Brokers in Newcastle or London.

Key responsibilities

• To act as account handler to various account executives in the Lycetts
• To prepare renewal register and financial date questionnaire in preparation for AE client contact prior to renewal
• Negotiate renewal in good time prior to renewal date
• Negotiate alternative quotes in good time prior to renewal date
• Deal with all documentation, invoices, credit notes, etc. ensuring a smooth and trouble-free renewal for the client
• Foster good relations with insurance companies
• Operate an effective credit control system and report as required.

Knowledge, skills and experience

• Previous broking experience, preferably in SME commercial business.
• Knowledge of wide range of commercial lines insurance products and companies
• Experience in obtaining information from clients via telephone & e-mail
• 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
• Sound knowledge of FCA requirements within a broking role
• Well-presented, hard working, pro-active 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

• Knowledge of Word/Excel
• Experience with the OpenGI broking software
• Insurance qualifications or progress towards

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

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 are a unique chartered insurance broking and financial services organisation, which strives to be a trusted adviser to our clients and are proud to be part of the Benefact Group, which in turn is owned by a registered charity, Benefact Trust. We are a financially secure, professional and award-winning organisation. We pride ourselves in donating a significant proportion of our profits to good causes. To find out more about us and our fantastic achievements please visit www.lycetts.co.uk.

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.

https://benefactgroup.com/