Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Ayr (hybrid working available)

About the role

Lycetts, who are proudly part of Benefact Group, are looking for an Senior Account Handler to join our Ayr office. 

Lycetts is a well-established independent insurance broker with a focus on farms, estates, and rural businesses. We also offer bespoke financial services, high-net-worth household coverage, commercial and bloodstock insurance and risk management advice. 

This role will suit somebody looking to step into a management position as there is a small team to manage, or somebody who may have plenty of experience but is looking to apply it in a more specialist capacity.

Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.

Key responsibilities

• To act as Senior Account Handler to the farm & estate/private client account executive in the Lycetts Ayr office managing the account handling team
• To oversee the preparation and sign-off of renewal schedule documentation within compliance manual timescales
• 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
• Liaise with the Claims team to ensure claims are handled efficiently and within regulatory timescales time scales
• Liaise with the Underwriting team to ensure renewals are handled efficiently and within regulatory timescales time scales
• Foster good relations with insurance companies
• Operate an effective credit control system and report as required.
• Liaise with the other Scottish regional office in Edinburgh to co-ordinate the management of renewals and provide/receive intra office support as appropriate.

Knowledge, skills and experience

• Broking experience, preferably with experience in either farm & estate, high net worth personal lines insurance and/or in property and liability insurance, including within a supervisory capacity.
• Experience in dealing with open market and delegated authority business.
• Knowledge of wide range of farm/commercial/household 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

Advantageous Attributes

• Knowledge of Word/Excel
• Experience with OpenGI/Acturis broking software
• Insurance qualifications (The company holds Chartered Status and all staff are required to achieve formal qualifications with Cert CII as a minimum standard)

What we offer

• Money purchase pension scheme, 5% employer contribution rising to 10% after 5 years, salary sacrifice is available.
  
• Pension scheme includes Life Assurance cover
• Group Income Protection cover – 65% salary for 5 years after 6 months absence through ill health
• 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years’ service respectively)
• 35 hours/week with flexible working options pending completion of probation.
• Possible entitlement to Discretionary Staff Bonus
• Comprehensive Employee Assistance Programme benefits
• 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/

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.