Working hours: 35 hours per week, Monday to Friday

Duration: Permanent 

Location: Charlbury - hybrid

About the role

We have a fantastic opportunity to join our business Lycetts Insurance Brokers in Charlbury. This role would suit someone with prior broking experience, or someone looking to start their career within broking and insurance as full training will be provided. 

Key responsibilities

• To prepare renewal schedules and contact clients prior to renewal within compliance manual timescales.
• Answer incoming new business enquiries and prepare new business quotations.
• Negotiate alternative quotes - prior to renewal dates - where appropriate.
• Deal with all documentation, invoices, credit notes, etc. ensuring a smooth and trouble-free renewal for the client.
• Identify opportunities for cross sales.
• Assist with Claims Handling alongside a dedicated Claims Handler.
• Provide satisfactory outcomes to client requests.
• Comply with file management, compliance procedures and FCA guidelines.
• 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

• Good organisational ability.
• Experience in obtaining information from clients via telephone & e-mail.
• Experience in obtaining quotes and placing business.
• Confident communications skills – both written & oral.
• Good negotiating skills and the ability to build good relationships with stakeholders.
• Well-presented, hardworking, pro-active team player with initiative.

Nice to have

• Previous broking experience preferably specialising in farm & estate, household and liability insurance.
• Knowledge of wide range of commercial insurance products and companies.
• Sound knowledge of FCA requirements within a broking role.

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/