Job Description

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)

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About the role

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.

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Why join us?

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.

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What you'll be doing

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.
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What you'll need to have

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 internal and external stakeholders
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What we offer

A competitive salary - let's discuss it 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, and Group Income Protection scheme up to 65% of 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. An Employee Assistance Programme with a wide range of benefits helping employees to stay healthy and feel supported.
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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 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 UK's number one corporate donor, with strategic objectives in place to double the Group's size.


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.


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 Change's UK Guides to Company Giving 2017-26