Description:
Lycetts, who are proudly part of Benefact Group, are looking for an Assistant Account Handler to join our Edinburgh 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.
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
- Prepare renewal schedules and proactively reach out to clients before renewal dates, ensuring compliance with industry regulations.
- Handle incoming new business inquiries promptly and prepare customised quotations for potential clients.
- Use your negotiation skills to explore alternative quotes and find the best solutions for clients well in advance of renewal deadlines.
- Manage all documentation, including invoices, credit notes, and other paperwork, ensuring a seamless renewal experience for our clients.
- Identify cross-selling opportunities within our client base and collaborate with colleagues to maximise revenue.
- Prioritise client requests and strive for satisfactory outcomes, building strong relationships with our valued clients.
- Adhere to compliance procedures, FCA guidelines, and maintain organised file management.
- Foster positive relationships with insurance companies, ensuring smooth communication and efficient service delivery.
- Monitor delegated authority under agency agreements and maintain an effective credit control system.
- Operate an effective credit control system and report as required
Knowledge, Skills And Experience
- Experience in obtaining information from clients via telephone & e-mail
- 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