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For Companies At a Glance
- Tasks: Support clients and manage accounts in a dynamic insurance environment.
- Company: Join Access Insurance, part of Benefact Group, a charity-owned company making a difference.
- Benefits: Competitive salary, 23 days leave, pension scheme, and professional development support.
- Why this job: Be part of a team that helps charities while growing your career.
- Qualifications: Strong communication, organisational skills, and a passion for helping others.
- Other info: Enjoy regular social events and charity days to give back.
The predicted salary is between 30000 - 42000 ÂŁ per year.
Working hours: 37.5 hours per week, Monday to Friday
Duration: Permanent
Location: Selsdon, South Croydon
About The Role
Access Insurance, who are proudly part of Benefact Group, are looking for a Broker Assistant to join our Selsdon office. To provide support to new and existing clients and service new and existing accounts, to include the retention of renewals to achieve company targets in accordance with company procedures and regulatory requirements. To be pro‑active in ensuring that a high quality service is provided to all clients at all times and to remain customer focused and embrace company ethics.
What you’ll be doing
- Respond to requests & enquiries from existing clients (charities and non‑profit groups), triaging calls through to brokers where necessary
- Maintain an accurate record of the client’s correspondence using our customer database
- Generating and issuing fast‑track non‑advised renewals, reviewing these to ensure data is correct and updated where needed
- Renewing and lapsing policies according to clients requests
What you’ll need to have
- Interpersonal skills
- Time management skills
- Written and verbal communication skills
- Organisational and scheduling skills
- Knowledge of policy and procedure processes
- Computer skills
- Decision making and problem‑solving skills
- Questioning and listening skills
- Analytical and adaptable
What makes you stand out
- Competent in Microsoft Word, Excel, and Outlook
- Experience of office based work environment, favourably in insurance
- History of voluntary work with the third sector
What we offer
- A competitive salary – let’s discuss it
- Structured incentive scheme
- 23 days annual leave plus bank holidays
- A pension scheme
- A financial support scheme to obtain professional CII qualifications (Cert CII, Dip CII, ACII)
- Regular training, personal development and structured CPD sessions
- Various “happiness” perk schemes
- An internal mentoring and support structure
- A busy and challenging environment
- Regular social events and the opportunity to participate in fundraising and volunteering
- 6 Charity days per annum
- A genuine desire to see our staff succeed, grow and progress within the company
About Us
Access Insurance are Chartered Insurance Brokers and specialist advisers to charities, churches and community groups. Our mission is to help all types of charities and not‑for‑profits manage their risks by giving specialist advice and designing bespoke insurance policies. We are a business built on social enterprise principles and values. Our culture embodies generosity in serving and giving to charitable causes.
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.
Broker Assistant employer: Access Insurance Services
Contact Detail:
Access Insurance Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Broker Assistant
✨Tip Number 1
Network like a pro! Reach out to people in the insurance industry, especially those connected to charities and non-profits. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching Access Insurance and its values. Show us you’re not just looking for any job, but that you genuinely want to be part of our mission to support charities and community groups.
✨Tip Number 3
Practice your communication skills! As a Broker Assistant, you’ll need to interact with clients regularly. Role-play common scenarios with friends or family to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Broker Assistant
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Broker Assistant role. Highlight your relevant skills, like your interpersonal and organisational abilities, and show us how you can contribute to our mission of supporting charities and non-profits.
Showcase Your Experience: If you've got experience in an office environment or with insurance, let us know! Share specific examples of how you've used your written and verbal communication skills to solve problems or support clients in the past.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon. We want to see your personality shine through, so don’t be afraid to let us know what makes you unique!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Access Insurance Services
✨Know Your Stuff
Make sure you understand the insurance industry, especially how it relates to charities and non-profits. Brush up on common policies and procedures, as well as the specific services offered by Access Insurance. This will show your genuine interest and help you answer questions confidently.
✨Show Off Your Interpersonal Skills
As a Broker Assistant, you'll be dealing with clients regularly. Prepare examples of how you've successfully communicated or resolved issues in previous roles. Highlight your ability to listen and adapt to client needs, which is crucial for providing top-notch service.
✨Time Management is Key
Be ready to discuss how you manage your time effectively, especially when juggling multiple tasks. Think of specific instances where you prioritised tasks or met tight deadlines. This will demonstrate your organisational skills, which are essential for this role.
✨Embrace the Company Culture
Familiarise yourself with the values and mission of Access Insurance and Benefact Group. Be prepared to discuss how your personal values align with theirs, especially regarding philanthropy and community support. Showing that you resonate with their culture can set you apart from other candidates.