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- Tasks: Support clients with insurance needs and maintain high service standards.
- Company: Access Insurance is a charity-owned broker dedicated to helping non-profits manage risks.
- Benefits: Enjoy competitive salary, 23 days leave, pension scheme, and charity days.
- Why this job: Join a mission-driven team making a real impact in the community.
- Qualifications: Strong communication skills and a desire to learn about insurance.
- Other info: Be part of a top-rated workplace with a culture of kindness and ambition.
The predicted salary is between 28800 - 43200 ÂŁ per year.
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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 Junior Insurance Broker 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.
Why join us?
Be part of a collaborative, inclusive, ambitious culture committed to making a difference and working towards a more sustainable future. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away ÂŁ250 million since 2014. Ranked amongst the UK\’s top 50 Best Large Companies to Work For in 2024, we offer fantastic career and development opportunities, with all available profits going to charity and good causes.
What you\’ll be doing
- Respond to requests & enquiries from existing clients (charities and non-profit groups) in respect of mid-term adjustments, renewal adjustments, claims and any other servicing requirements ensuring a high level of customer retention and service
- Maintain an accurate record of the assessment of the clients’ awareness of risk and insurance as well as their circumstances and objectives.
- Review clients’ renewal requirements, check insurer renewal documentation and invite renewal terms. Complete re-broking market exercises where appropriate.
- Scrutinise policy documents received from insurers and issue. Management of your personal and the departmental diary system, ensuring this is kept up to date.
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
- Preferably Cert CII or desire to complete in a short period of time
- Experience of commercial 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
Hear from the hiring manager
\”We are looking for a Junior Insurance Broker to join our dynamic team, servicing a range of clients in the third sector helping them with their insurance needs.\”
Josie Evans Cert CII – Client Management Team Leader
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. One of our key motivations for growth is to positively impact the sector through philanthropy.
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
Seniority level
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Seniority level
Entry level
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Employment type
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Job function
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Junior Insurance Broker employer: Access Insurance Services
Contact Detail:
Access Insurance Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Insurance Broker
✨Tip Number 1
Familiarise yourself with the specific needs of charities and non-profit organisations, as this role focuses on servicing clients in that sector. Understanding their unique challenges will help you stand out during interviews.
✨Tip Number 2
Network with professionals in the insurance industry, especially those who work with charities. Attend relevant events or join online forums to gain insights and make connections that could lead to referrals.
✨Tip Number 3
Demonstrate your commitment to professional development by expressing your desire to obtain the Cert CII qualification. This shows initiative and aligns with the company's support for staff growth.
✨Tip Number 4
Prepare to discuss your interpersonal skills and how they relate to customer service. Be ready to share examples of how you've successfully managed client relationships or resolved issues in previous roles or volunteer experiences.
We think you need these skills to ace Junior Insurance Broker
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Junior Insurance Broker position. Tailor your application to highlight how your skills and experiences align with what Access Insurance Services is looking for.
Craft a Compelling CV: Your CV should clearly outline your relevant experience, skills, and qualifications. Emphasise any previous roles in customer service or insurance, and include any certifications like Cert CII if applicable. Make sure it’s well-structured and free of errors.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of Access Insurance Services that resonate with you, such as their commitment to charitable causes. Use this opportunity to showcase your interpersonal and communication skills.
Proofread Your Application: Before submitting, take the time to proofread your CV and cover letter. Look for spelling and grammatical errors, and ensure that all information is accurate. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Access Insurance Services
✨Research the Company
Before your interview, take some time to learn about Access Insurance Services and its mission. Understanding their focus on charities and non-profits will help you tailor your responses and show that you're genuinely interested in their work.
✨Highlight Relevant Skills
Make sure to emphasise your interpersonal, organisational, and communication skills during the interview. These are crucial for a Junior Insurance Broker role, especially when dealing with clients and managing accounts.
✨Prepare Questions
Have a few thoughtful questions ready to ask the interviewer. This shows your enthusiasm for the role and helps you gauge if the company culture aligns with your values, especially regarding their charitable initiatives.
✨Show Your Willingness to Learn
Express your eagerness to pursue professional qualifications like Cert CII. This demonstrates your commitment to personal development and aligns with the company's support for ongoing training and education.
