Trainee Account Handler (Insurance)

Welcome to the Latest Job Vacancies Site 2025 and at this time we would like to inform you of the Latest Job Vacancies from the Benefact Group with the position of Trainee Account Handler (Insurance) - Benefact Group which was opened this.

If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information Trainee Account Handler (Insurance) - Benefact Group below matches your qualifications. Good Luck: D

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Edinburgh (hybrid working of 2 days working from home per week available upon successful completion of probation)

Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for a Trainee Account Handler to join our Edinburgh office.

Join our team as a Trainee Account Handler and be at the forefront of client relationship management while contributing to business growth through proactive engagement. This role offers a comprehensive training program designed to equip you with the skills needed to become a proficient insurance professional. An excellent opportunity for anyone eager to kickstart or advance their career in the insurance industry.

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.

• Engage with clients and prepare renewal documentation ahead of renewal dates.
• Be the welcoming face for incoming new business inquiries, crafting impressive new business submissions and quotations.
• Utilise your negotiation finesse to secure alternative quotes, always striving for the best outcome, where appropriate.
• Deal with the documentation, invoices, credit notes, and more, ensuring a seamless experience for our clients.
• Comply with file management, compliance procedures, and FCA guidelines, maintaining meticulously updated records.
• Nurture strong relationships with esteemed insurance companies.

• Good organisational ability
• Experience in obtaining information from clients via telephone & e-mail
• Confident communications skills - both written & oral
• Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters

• Hybrid working available upon successful completion of probation
• Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme
• 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.

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 strive to be a trusted adviser to our clients and are proud of our continued high client satisfaction scores.

Benefact Group 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 UKs number one corporate donor, with strategic objectives in place to double the Groups size.

We believe its 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.

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.

Directory of Social Changes UK Guides to Company Giving 2017-26

Information :

• Company : Benefact Group
• Position : Trainee Account Handler (Insurance)
• Location : Hybrid work in Edinburgh EH2 2PJ
• Country : GB

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Trainee Account Handler (Insurance) job info - Benefact Group Hybrid work in Edinburgh EH2 2PJ above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Trainee Account Handler (Insurance) job info - Benefact Group Hybrid work in Edinburgh EH2 2PJ in 2025-04-16 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via the Next Page link below.