Account Handler
full-time•South Ayrshire, Edinburgh
About this role
<p></p><figure><a href="https://www.lycetts.co.uk/" target="_blank"><img src="https://images.teamtailor-cdn.com/images/s3/teamtailor-production/original-v3/image_uploads/b45f4160-c33a-4e90-8831-1349428389ce/original.png" alt="" title="" width="278" height="56" href="https://www.lycetts.co.uk/" style="width:278px;height:auto;"></a></figure><figure><a href="https://benefactgroup.com/" target="_blank"><img src="https://images.teamtailor-cdn.com/images/s3/teamtailor-production/gallery_picture/image_uploads/572bfb10-6756-4300-9134-7bb61246a489/original.jpeg" alt="Benefact-Proudly-Part-of_Proudly-Part-of-Benefact-Group_Lock-up_RGB_37828.jpg" title="" width="297" height="52" href="https://benefactgroup.com/" style="width:297px;max-width:297px;height:52px;"></a></figure><p><strong>Working hours: </strong>35 hours per week, Monday to Friday</p><p><strong>Duration: </strong>Permanent</p><p><strong>Location: </strong>Edinburgh or Ayr (hybrid working of 2 days working from home per week available upon successful completion of probation)</p><hr><h4>About the role</h4><p><strong>Lycetts Insurance Brokers</strong>, who are proudly part of <strong>Benefact Group</strong>, are looking for an Account Handler to join our <strong>Edinburgh</strong> <strong>or Ayr</strong> office.</p><p>This is a fantastic opportunity to join <strong>Lycetts </strong>as an <strong>Account Handler</strong>, you’ll play a key role in delivering outstanding service to our clients and prospects. You’ll collaborate with executives to manage accounts day-to-day, build trusted relationships, and help drive retention and growth through proactive, high-quality support.</p><hr><h4 style="text-align:center;">Why join us?</h4><p style="text-align:center;">Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group — where all profits go to charity and good causes.</p><hr><h4>What you'll be doing</h4><ul><li><p>Develop strong, long-term relationships with a portfolio of clients, managing their accounts in a way that meets their specific servicing needs</p></li><li><p>Prepare renewal schedules and proactively contact clients ahead of deadlines, ensuring compliance needs are met and a smooth renewal process is achieved.</p></li><li><p>Negotiate alternative quotes before renewal dates, offering clients valuable options and tailored solutions</p></li><li><p>Handle all documentation - including invoices and credit notes - with accuracy and efficiency</p></li><li><p>Manage claims promptly and within regulatory timescales, by utilising our central service claims team.</p></li><li><p>Build and maintain positive relationships with Insurance companies and colleagues within our various Lycett’s departments.</p></li><li><p>Operate an effective credit control process and provide timely reporting as required</p></li><li><p>Support operational needs of the business when requested to do so to enhance teamwork and collaboration.</p></li></ul><h4>What you'll need to have</h4><ul><li><p>Good organisational ability</p></li><li><p>Previous broking experience preferably specialising in farm & estate, household and liability insurance</p></li><li><p>Knowledge of wide range of commercial insurance products and companies</p></li><li><p>Experience in obtaining information from clients via telephone & e-mail</p></li><li><p>Experience in obtaining quotes and placing business</p></li><li><p>Confident communications skills – both written & oral</p></li><li><p>Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters</p></li><li><p>Sound knowledge of FCA requirements within a broking role</p></li></ul><hr><h4>What we offer</h4><ul><li><p>A competitive salary - let's discuss it</p></li><li><p>Hybrid working available upon successful completion of probation</p></li><li><p>Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme</p></li><li><p>Annual Bonus scheme (Discretionary based on individual and company performance)</p></li><li><p>Life Assurance cover up to 4 x salary, and Group Income Protection scheme up to 65% of salary</p></li><li><p>25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years’ service respectively)</p></li><li><p>Career development opportunities with funded support and financial incentives for all professional qualifications.</p></li><li><p>An Employee Assistance Programme with a wide range of benefits helping employees to stay healthy and feel supported.</p></li></ul><hr><h4>About us</h4><p><span><strong>The Lycetts Group </strong>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 strive to be a trusted adviser to our clients and are proud of our continued high client satisfaction scores.</span> </p><p><strong>Benefact Group</strong> is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.</p><p>We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.</p><hr><p>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.</p><p><strong><em>If you need any additional support during the recruitment process, then please let us know.</em></strong></p><hr><figure><img src="https://images.teamtailor-cdn.com/images/s3/teamtailor-production/gallery_picture-v6/image_uploads/6061edc9-8910-4796-b20a-8481c9134ebe/original.png" alt="Recruitment - Job Spec Footer .png" title=""></figure><p><em><br>*Directory of Social Change’s UK Guides to Company Giving 2017-26<br></em></p>
What you'll do
- The Account Handler will develop strong, long-term relationships with clients and manage their accounts to meet specific servicing needs. They will also prepare renewal schedules, negotiate quotes, handle documentation, and manage claims.
About Benefact Group
Benefact Group is a diverse family of specialist financial businesses, driven by our shared ambition to do right by our customers and clients, and united by a common purpose. To give our profits to good causes.
Being owned by a charity – Benefact Trust – places good intentions at the foundations of our Group, but our ability to turn this movement for good into positive action is based on better business.
Whether it be in specialist insurance, investment management, broking or advisory, every business that makes up the Benefact Group is an expert in their respective fields – leading in ethical investment, protection of iconic buildings and world heritage sites, and providing specialist guidance to people who deliver critical services to communities.
Ready to join Benefact Group?
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Frequently Asked Questions
What does a Account Handler do at Benefact Group?
As a Account Handler at Benefact Group, you will: the Account Handler will develop strong, long-term relationships with clients and manage their accounts to meet specific servicing needs. They will also prepare renewal schedules, negotiate quotes, handle documentation, and manage claims..
Is the Account Handler position at Benefact Group remote?
The Account Handler position at Benefact Group is based in South Ayrshire, Scotland, United Kingdom and Edinburgh, Scotland, United Kingdom. Contact the company through Clera for specific work arrangement details.
How do I apply for the Account Handler position at Benefact Group?
You can apply for the Account Handler position at Benefact Groupdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.