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For Companies At a Glance
- Tasks: Support clients and manage accounts while ensuring top-notch service.
- Company: Join Access Insurance, part of Benefact Group, a leader in social enterprise.
- Benefits: Enjoy 23 days leave, pension scheme, and professional development support.
- Other info: Be part of a supportive team with regular social events and charity days.
- Why this job: Make a difference in the community while growing your career in insurance.
- Qualifications: Strong interpersonal, time management, and communication skills required.
The predicted salary is between 25000 - 30000 ÂŁ per year.
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Staveley, Chesterfield
About The Role
Access Insurance, who are proudly part of Benefact Group, are looking for a Broker Assistant to join our Staveley office. As a Broker Assistant you'll 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. You'll 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?
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
- Ensure the system records are created and maintained for new business and existing cases.
- Respond to enquiries from clients and insurers received by telephone, letter, e‑mail.
- Issue renewals, documents and other information to clients.
- Chase and receive payments by cheque, credit card and direct debit where required.
- Issue invoices, policy documents and update client records, where appropriate.
- Assist with queries and referrals from other departments, where appropriate.
- 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
- Computer skills
- Analytical and problem‑solving skills
What makes you stand out
- Office Experience
- Experience within the insurance industry
What we offer
- 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’re a growing team that is very supportive, we value opinions - your ideas will be heard, and you’ll have the chance to drive real growth in our business.”
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 Loans
Contact Detail:
Access Loans 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 your connections in the insurance industry and let them know you're on the hunt for a Broker Assistant role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Access Insurance and understanding their values. Show them you’re not just another candidate; you’re genuinely interested in their mission of supporting charities and community groups.
✨Tip Number 3
Practice your communication skills! As a Broker Assistant, you'll need to interact with clients and insurers regularly. Role-play common scenarios with a friend to boost your confidence and refine your responses.
✨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 our fantastic team at Access Insurance.
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 experience in the insurance industry and showcase your interpersonal skills, as these are key for us at Access Insurance.
Showcase Your Communication Skills: Since written and verbal communication is crucial for this position, use clear and concise language in your application. Don’t forget to proofread for any typos or errors – we want to see your attention to detail!
Demonstrate Your Customer Focus: In your application, share examples of how you've provided excellent customer service in the past. We value a customer-focused approach, so let us know how you’ve gone above and beyond for clients.
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 your enthusiasm for joining our team!
How to prepare for a job interview at Access Loans
✨Know Your Stuff
Before the interview, make sure you understand the role of a Broker Assistant and the insurance industry basics. Familiarise yourself with Access Insurance's mission and values, as well as their approach to client service. This will show that you're genuinely interested and prepared.
✨Showcase Your Skills
Highlight your interpersonal and communication skills during the interview. Be ready to provide examples of how you've successfully managed client relationships or resolved issues in previous roles. This is crucial for demonstrating your fit for a customer-focused position.
✨Time Management Matters
Since the role involves managing diaries and maintaining records, be prepared to discuss how you prioritise tasks and manage your time effectively. Share specific strategies or tools you use to stay organised, as this will resonate well with the hiring team.
✨Embrace the Culture
Access Insurance values a collaborative and inclusive culture. During your interview, express your enthusiasm for working in a supportive environment and your desire to contribute to the company's charitable goals. This alignment with their ethos can set you apart from other candidates.