Insurance Broker - New Business

Insurance Broker - New Business

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Respond to enquiries and provide tailored insurance solutions for charities and community groups.
  • Company: Join Access Insurance, part of Benefact Group, a top-rated employer committed to social impact.
  • Benefits: Competitive salary, 23 days leave, pension scheme, and support for professional qualifications.
  • Why this job: Make a difference while building your career in a supportive and inclusive environment.
  • Qualifications: Customer service focus and strong communication skills; insurance background is a plus but not essential.
  • Other info: Enjoy regular social events, charity days, and opportunities for personal development.

The predicted salary is between 36000 - 60000 £ per year.

Access Insurance, who are proudly part of Benefact Group, is looking for an Insurance Broker to join one of our offices, located in Selsdon (South London). This is a superb opportunity within our new business broking team. Our clients are primarily charities, not-for-profit groups, churches, community groups and other voluntary organisations with ā€˜social goals’. The team receives enquiries online and by telephone which they respond to in a timely manner; assessing cover requirements, obtaining quotations from insurers and communicating these to prospective clients.

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 top 50 Best Large Companies to Work For in 2024, we offer fantastic career and development opportunities within a rapidly growing, innovative Group — where all profits go to charity and good causes.

Details

  • Working hours: 37.5 hours per week, Monday to Friday
  • Duration: Permanent
  • Location: Selsdon (South London)

What you’ll be doing

  • Respond to new business enquiries.
  • Complete the key task of fact finding to identify clients requirements and exposures.
  • Obtain quotations, using quotation systems, rating guides or by referring to insurers.
  • Communicate quotations, advising the most appropriate in terms of price and cover to meet the clients requirements.
  • Discuss any additional exposures and covers to ensure that all insurance requirements are satisfied.
  • If the quote is accepted, incept cover and issue confirmation of cover and any other required documentation.
  • Ensure that system records are created and that the required documentation is issued to clients and insurers.

What you’ll need to have

  • An insurance or financial industry background is desirable, but not essential.
  • An awareness and understanding of FCA rules and how to comply with them is desirable, but not essential.
  • A strong customer service focus.
  • Strong communication skills, both written and oral with the ability to listen and engage with people.
  • Good numeracy and analytical skills.
  • Robust administration skills and the ability to work accurately and consistently.
  • Motivated to study for Industry exams.

What we offer

  • A competitive salary, based on experience - 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 ā€œhappinessā€ 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 Ā£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.

Insurance Broker - New Business employer: Access Insurance Services

Access Insurance, part of the Benefact Group, is an exceptional employer located in Selsdon, South London, offering a collaborative and inclusive work culture dedicated to making a positive impact. With a commitment to employee growth through structured training, professional development opportunities, and a generous benefits package including charity days and a supportive mentoring system, we empower our staff to thrive while contributing to meaningful social causes. Join us and be part of a team that not only values your contributions but also prioritises making a difference in the community.
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Contact Detail:

Access Insurance Services Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Insurance Broker - New Business

✨Tip Number 1

Network like a pro! Reach out to your connections in the insurance industry, especially those who might know someone at Access Insurance. A friendly chat can sometimes lead to opportunities that aren’t even advertised.

✨Tip Number 2

Prepare for the interview by researching common questions for insurance brokers. Think about how your skills align with their mission of supporting charities and community groups. Show them you’re not just another candidate, but someone who genuinely cares about making a difference.

✨Tip Number 3

Practice your communication skills! Since strong communication is key for this role, consider doing mock interviews with friends or family. This will help you articulate your thoughts clearly and confidently when it’s your turn to shine.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining a company that values social impact and community support.

We think you need these skills to ace Insurance Broker - New Business

Customer Service Skills
Communication Skills
Numeracy Skills
Analytical Skills
Administration Skills
Fact Finding
Quotation Systems Knowledge
FCA Rules Awareness
Attention to Detail
Ability to Work Accurately
Motivation to Study for Industry Exams
Engagement Skills
Timely Response to Enquiries

Some tips for your application 🫔

Tailor Your Application: Make sure to customise your CV and cover letter for the Insurance Broker role. Highlight any relevant experience, especially in customer service or the insurance sector, and show us how you align with our mission of supporting charities and community groups.

Showcase Your Communication Skills: Since strong communication is key in this role, use your application to demonstrate your written skills. Be clear and concise, and don’t forget to convey your enthusiasm for helping clients find the right insurance solutions.

Highlight Your Analytical Abilities: We love candidates who can think critically! Mention any experience you have with numeracy or analytical tasks, as these skills will be crucial when assessing client needs and obtaining quotations.

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 this fantastic opportunity within our team!

How to prepare for a job interview at Access Insurance Services

✨Know Your Stuff

Familiarise yourself with the insurance industry, especially in relation to charities and not-for-profit organisations. Understand the basics of FCA rules and how they apply to the role. This will show your commitment and readiness to engage with clients effectively.

✨Showcase Your Communication Skills

Since strong communication is key for this role, practice articulating your thoughts clearly. Prepare examples of how you've successfully engaged with clients or resolved issues in the past. This will demonstrate your customer service focus and ability to listen.

✨Be Ready to Discuss Numbers

Brush up on your numeracy and analytical skills. Be prepared to discuss how you would assess cover requirements and obtain quotations. You might even want to run through a few mock scenarios to feel confident when discussing these aspects during the interview.

✨Emphasise Your Motivation to Learn

Express your eagerness to study for industry exams and develop professionally. Mention any relevant courses or qualifications you're considering. This shows that you're not just looking for a job, but are genuinely interested in growing within the company.

Insurance Broker - New Business
Access Insurance Services
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