Trainee Insurance Account Handler Lycetts Edinburgh

Job Description

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Edinburgh

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 play a key role in supporting client relationships while helping the business grow. You’ll receive full training and hands on experience to build the skills needed for a successful career in insurance. This is a great opportunity for someone looking to start out or take the next step in the industry.

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.

What you’ll be doing

• Support clients by helping prepare renewal paperwork ahead of renewal dates.
• Assist with incoming new business enquiries, helping to put together submissions and quotations with guidance from the team.
• Help obtain and compare alternative quotes where appropriate, learning how to achieve the best outcomes for clients.
• Support the team with policy documentation, invoices, credit notes, and general administration to ensure a smooth client experience.
• Follow file management and compliance procedures, including FCA requirements, keeping records accurate and up to date.
• Build positive working relationships with insurance companies as you develop your industry knowledge.

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

What we offer

• 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.

We welcome applications from everyone.