Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Edinburgh

About the role

We have a fantastic opportunity to join our business Lycetts Insurance Brokers in Edinburgh.

This role holds responsibility for the effective management of existing clients’ insurance business and for the support of business development through provision of quotes and cross-referrals. The role has authority to deal with insurers and clients as required to transact business.

Key responsibilities

• To prepare renewal schedules and contact client 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
• Develop business opportunities including identification of opportunities for cross-referrals.
• Handle claims efficiently and within regulatory timescales time scales
• Act in-line with client requests and delivers beyond expectations.
• 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

• Previous broking experience preferably specialising in commercial insurance (commercial combined, package or financial lines and/or in property and liability insurance)
• Knowledge of wide range of commercial 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, hardworking, pro-active team player with initiative

Advantageous Attributes

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

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/