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- Tasks: Manage and grow client accounts while providing top-notch customer service.
- Company: Join Access Insurance, part of Benefact Group, a charity-owned company making a social impact.
- Benefits: Enjoy a competitive salary, 23 days leave, pension scheme, and professional development support.
- Why this job: Be part of a purpose-driven team focused on philanthropy and making a difference.
- Qualifications: Experience in commercial insurance and strong interpersonal skills are essential.
- Other info: Flexible hybrid working, regular social events, and charity volunteering opportunities.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Working hours:37.5 hours per week, Monday to Friday
Duration:Permanent
Location:Selsdon, South Croydon – Hybrid
About the role
Access Insurance, who are proudly part ofBenefact Group, are looking for an Insurance Brokerto join our Selsdonoffice.
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
- Manage and growa book of clients (charities and non-profit groups)ensuring a high level of customerretention and service
- Respond to requests & enquiries from existing clients in respect of mid-term adjustments, renewal adjustments, claims and any other servicing requirements.
- 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 (Essential)
- Experience in commercial insurance
- 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 (Desirable)
- Preferably Cert CII or desire to complete in a short period of time
- Experience of handling your own book of business – with high retention rates
- Dip CII or ACII
- 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
- 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
\”As a result of growth and continuous investment , we are looking for another experienced individual to join the Client Broking Team. We have a great team with a great purpose and want to keep growing to support the third sector\”
Assynia Taylor-Cupid ACII – Client Broking Team Leader
About us
Access Insurance areChartered 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.
Diversity, Equity & Inclusion
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.
Reasonable adjustments
As part of our commitment to creating an inclusive culture, we want to support candidates to perform their best during the recruitment process. If you need any reasonable adjustments, please let us know how we can best support you.
*Directory of Social Change’s UK Guides to Company Giving 2017-26
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Insurance Broker employer: Benefact Group plc
Contact Detail:
Benefact Group plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Broker
✨Tip Number 1
Familiarise yourself with the specific needs of charities and non-profit groups, as this role focuses on managing a book of clients in that sector. Understanding their unique challenges will help you demonstrate your ability to provide tailored insurance solutions 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 connect with others in the field, which can lead to valuable insights and potential referrals for the position.
✨Tip Number 3
Showcase your interpersonal skills by preparing examples of how you've successfully managed client relationships in the past. Be ready to discuss how you’ve retained clients and provided exceptional service, as these are key aspects of the role.
✨Tip Number 4
Research Access Insurance and Benefact Group thoroughly. Understand their mission, values, and recent initiatives, so you can align your answers with their goals during the interview process. This will demonstrate your genuine interest in the company and its impact.
We think you need these skills to ace Insurance Broker
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in commercial insurance and showcases your interpersonal, time management, and communication skills. Use specific examples to demonstrate how you've successfully managed client relationships.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role and the company’s mission. Mention your desire to contribute to the third sector and how your background aligns with their values of philanthropy and social enterprise.
Highlight Relevant Qualifications: If you have any qualifications like Cert CII or are willing to pursue them, make sure to mention this in your application. This shows your commitment to professional development and aligns with the company's support for obtaining qualifications.
Showcase Your Problem-Solving Skills: In your application, provide examples of how you've effectively handled challenges in previous roles. This could include managing client expectations or navigating complex insurance policies, which is crucial for the Insurance Broker position.
How to prepare for a job interview at Benefact Group plc
✨Show Your Passion for the Sector
Make sure to express your enthusiasm for working with charities and non-profit groups. Highlight any previous experience you have in this area, as it will resonate well with the company's mission and values.
✨Demonstrate Your Interpersonal Skills
Since the role requires strong interpersonal skills, prepare examples of how you've successfully built relationships with clients in the past. Be ready to discuss how you handle difficult conversations or resolve conflicts.
✨Prepare for Technical Questions
Brush up on your knowledge of commercial insurance policies and procedures. Be prepared to answer questions about risk assessment and how you would approach managing a book of business effectively.
✨Ask Insightful Questions
At the end of the interview, ask thoughtful questions about the company’s culture, their approach to client service, and opportunities for professional development. This shows your genuine interest in the role and the organisation.
