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For Companies At a Glance
- Tasks: Respond to enquiries, assess client needs, and provide tailored insurance quotes.
- Company: Join Access Insurance, part of Benefact Group, a leader in charitable insurance solutions.
- Benefits: Competitive salary, 23 days leave, pension scheme, and support for professional qualifications.
- Other info: Enjoy a collaborative culture with opportunities for personal growth and charity involvement.
- Why this job: Make a difference by helping charities and community groups with their insurance needs.
- Qualifications: Customer service focus, strong communication skills, and motivation to learn.
The predicted salary is between 28800 - 42000 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 an Insurance Broker to join the Sales team, located in Staveley (Chesterfield). 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 âsocial goalsâ. 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 thatâs 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 â where all profits go to charity and good causes.
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 - 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 âhappinessâ 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. 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 ÂŁ250 million since 2014. We have ambitious plans to become the UKâs number one corporate donor, with strategic objectives in place to double the Groupâs size. We believe itâs 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 - Sales employer: Access Loans
Contact Detail:
Access Loans Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Insurance Broker - Sales
â¨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who work with charities and not-for-profits. A friendly chat can lead to insider info about job openings that arenât even advertised yet.
â¨Tip Number 2
Prepare for interviews by researching Access Insurance and its mission. Understand their values and how they support charities. This will help you show that youâre not just looking for any job, but that you genuinely want to be part of their team.
â¨Tip Number 3
Practice your communication skills! Since strong communication is key for this role, try role-playing interview scenarios with a friend. This will help you articulate your thoughts clearly and confidently when discussing client needs.
â¨Tip Number 4
Donât forget to apply through our website! Itâs the best way to ensure your application gets noticed. Plus, it shows youâre serious about joining a company thatâs all about making a difference.
We think you need these skills to ace Insurance Broker - Sales
Some tips for your application đŤĄ
Tailor Your Application: Make sure to customise your CV and cover letter for the Insurance Broker role. Highlight your relevant skills and experiences that align with our mission of supporting charities and community groups.
Showcase Your Communication Skills: Since strong communication is key in this role, use clear and concise language in your application. Donât forget to demonstrate your ability to engage with clients effectively!
Highlight Your Customer Service Focus: We love candidates who put customers first! Share examples of how you've provided excellent service in previous roles, especially in any sales or insurance contexts.
Apply Through Our Website: For the best chance of success, apply directly through our website. Itâs the easiest way for us to receive your application and ensures youâre considered for this fantastic opportunity!
How to prepare for a job interview at Access Loans
â¨Know Your Stuff
Familiarise yourself with the insurance industry, especially the specifics around charity and not-for-profit sectors. Brush up on FCA rules and regulations, even if theyâre not essential, as it shows your commitment to understanding the field.
â¨Showcase Your Communication Skills
Since strong communication is key for this role, practice articulating your thoughts clearly. Prepare examples of how you've effectively engaged with clients in the past, highlighting your ability to listen and respond to their needs.
â¨Demonstrate Customer Service Focus
Be ready to discuss your approach to customer service. Think of scenarios where you went above and beyond for a client, especially in challenging situations. This will show that you understand the importance of client satisfaction in the insurance sector.
â¨Prepare Questions
Have a few thoughtful questions ready about the company culture, team dynamics, or professional development opportunities. This not only shows your interest in the role but also helps you gauge if the company aligns with your values and career goals.