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: 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: Enjoy a collaborative culture with opportunities for personal growth and charity involvement.
The predicted salary is between 28800 - 43200 £ per year.
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 UKās 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: Ecclesiastical Insurance Group
Contact Detail:
Ecclesiastical Insurance Group 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 those interviews! Research Access Insurance and understand their mission to support charities and community groups. Tailor your answers to show how your skills align with their values and goals.
āØTip Number 3
Practice your communication skills! Since strong communication is key in this role, consider doing mock interviews with friends or family. This will help you articulate your thoughts clearly and confidently.
āØTip Number 4
Donāt forget to apply through our website! Itās the best way to ensure your application gets noticed. Plus, it shows youāre genuinely interested in joining our team at Access Insurance.
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 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. 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 Ecclesiastical Insurance Group
āØKnow Your Stuff
Familiarise yourself with the insurance industry, especially in relation to charities and not-for-profits. Understand the basics of FCA rules and how they apply to your role. This will show that you're proactive and genuinely interested in the field.
āØShowcase Your Communication Skills
Since strong communication is key for this role, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated with clients or colleagues in the past, especially in challenging situations.
āØDemonstrate Customer Focus
Be ready to discuss how you prioritise customer service. Think of specific instances where you went above and beyond to meet a client's needs, particularly in a fast-paced environment. This will highlight your commitment to client satisfaction.
āØPrepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the team culture, training opportunities, or how success is measured in the role. It shows your enthusiasm and helps you gauge if the company is the right fit for you.