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 āsocial goalsā. 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 thatās 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 ā where all profits go to charity and good causes.
What youāll 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 youāll 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 - letās 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 āhappinessā 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 UKās number one corporate donor, with strategic objectives in place to double the Groupās size.
We believe itās 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
Contact Detail:
Benefact Group plc Recruiting Team
StudySmarter Expert Advice š¤«
We think this is how you could land Insurance Broker - New Business
āØTip 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 arenāt even advertised yet.
āØTip 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 youāre not just looking for any job, but that you genuinely want to be part of their team.
āØTip 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.
āØTip Number 4
Donāt forget to apply through our website! Itās the best way to ensure your application gets noticed. Plus, it shows youāre serious about joining a company thatās all about making a difference.
We think you need these skills to ace Insurance Broker - New Business
Some tips for your application š«”
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. Donāt 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. Itās the easiest way for us to receive your application and ensures youāre considered for this fantastic opportunity!
How to prepare for a job interview at Benefact Group plc
āØKnow 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.
āØShowcase 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.
āØBe 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.
āØEmphasise 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.