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- Tasks: Support clients and manage accounts while ensuring top-notch service.
- Company: Join Access Insurance, part of Benefact Group, a charity-driven company.
- Benefits: Enjoy 23 days leave, pension scheme, and professional development support.
- Why this job: Make a difference in the insurance sector while growing your career.
- Qualifications: Strong interpersonal, time management, and communication skills required.
- Other info: Be part of a supportive team with regular social events and charity days.
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 will 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 will 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
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.
Insurance Broker Assistant - Growth & CPD Path in Staveley employer: Benefact Group plc
Contact Detail:
Benefact Group plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Broker Assistant - Growth & CPD Path in Staveley
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the lookout for opportunities. You never know who might have a lead 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 and how you can contribute to their goals.
✨Tip Number 3
Practice your communication skills! As a Broker Assistant, you'll need to be clear and concise. Try mock interviews with friends or family to get comfortable talking about your experiences and how they relate to the role.
✨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 team at Access Insurance.
We think you need these skills to ace Insurance Broker Assistant - Growth & CPD Path in Staveley
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 Skills: We want to see your written and verbal communication skills shine through. Use clear and concise language in your application, and don’t forget to mention your time management and problem-solving abilities!
Be Personable: Remember, we’re looking for someone who fits into our collaborative culture. Let your personality come through in your application. Share a bit about why you’re passionate about helping clients and making a difference.
Apply Through Our Website: To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your application and can consider you for this exciting opportunity with Access Insurance!
How to prepare for a job interview at Benefact Group plc
✨Know Your Stuff
Before the interview, make sure you understand the basics of insurance and the role of a Broker Assistant. Familiarise yourself with common terms and processes in the industry. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Show Off Your People Skills
As a Broker Assistant, you'll be dealing with clients regularly. During the interview, highlight your interpersonal skills and provide examples of how you've successfully managed client relationships in the past. This will demonstrate that you're customer-focused and ready to embrace the company's ethics.
✨Time Management is Key
The job requires excellent time management skills. Be prepared to discuss how you prioritise tasks and manage your workload effectively. You could share a specific example of a time when you successfully juggled multiple responsibilities, which will illustrate your ability to thrive in a busy environment.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, training opportunities, or the team you'll be working with. This shows that you're genuinely interested in the role and eager to contribute to the company's mission of making a difference.