Insurance Broker - New Business
Insurance Broker - New Business

Insurance Broker - New Business

Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Respond to enquiries, assess client needs, and provide tailored insurance quotes.
  • Company: Join Access Insurance, part of Benefact Group, a top-rated employer committed to social impact.
  • Benefits: Enjoy competitive salary, 23 days leave, pension scheme, and support for professional qualifications.
  • Why this job: Make a difference by helping charities and community groups with their insurance needs.
  • Qualifications: Customer service skills and a willingness to learn; insurance background is a plus.
  • Other info: Be part of a supportive team with opportunities for growth and regular social events.

The predicted salary is between 28800 - 43200 £ per year.

Working hours: 37.5 hours per week, Monday to Friday

Duration: Permanent

Location: Selsdon (South London)

About the role

Access Insurance, who are proudly part of Benefact Group, are 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.

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: Benefact Group plc

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 through philanthropy. With a commitment to employee growth, we provide structured training, professional development opportunities, and a supportive environment where staff can thrive while contributing to meaningful causes. Join us to be part of a team that not only values your contributions but also prioritises your well-being with competitive benefits and a genuine desire to see you succeed.
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Contact Detail:

Benefact Group plc 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 work with charities and not-for-profits. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.

✨Tip Number 2

Prepare for interviews by researching Access Insurance and their mission. Understand their values and how they support charities. This will help you show that you’re not just looking for any job, but that you genuinely want to be part of their team.

✨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.

✨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’s all about making a difference.

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
Understanding of FCA Rules
Attention to Detail
Motivation for Professional Development
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 your relevant experience and skills 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. Don’t 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 insurance or financial contexts.

Apply Through Our Website: For the best chance of success, apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this fantastic opportunity!

How to prepare for a job interview at Benefact Group plc

✨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 figures 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, as this aligns with the company's commitment to personal development and growth within the organisation.

Insurance Broker - New Business
Benefact Group plc
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