Insurance Broker

Insurance Broker

Full-Time 30000 - 40000 £ / year (est.) No home office possible
JM&Co Recruitment Ltd

At a Glance

  • Tasks: Support customers with insurance queries and manage policy administration in a busy office.
  • Company: Established independent insurance brokerage with a strong community focus.
  • Benefits: 27 days holiday, birthday off, BUPA cash plan, and pension enrolment.
  • Other info: Immediate start available; conveniently located near public transport.
  • Why this job: Join a supportive team and build long-term relationships while making a real impact.
  • Qualifications: Previous insurance experience and strong communication skills required.

The predicted salary is between 30000 - 40000 £ per year.

Our client, a long-established independent insurance brokerage in Banbury, is seeking an Insurance Broker to join their team. With a strong reputation for providing a personal, honest and professional service, they support both personal and commercial clients with their insurance requirements and take pride in building long-term relationships within the local community.

This opportunity would suit someone with previous insurance experience who is confident supporting customers, handling policy administration, and working accurately within a busy office environment. Experience using Acturis is highly desirable.

Working as part of a small and supportive team, the successful candidate will enjoy a varied role incorporating customer service, administration, policy support, and day-to-day insurance office responsibilities.

Key Responsibilities:
  • Supporting personal and commercial insurance customers with their enquiries
  • Handling day-to-day policy administration accurately and efficiently
  • Using Acturis to update records, process information, and manage insurance documentation
  • Preparing customer files and maintaining electronic records
  • Issuing quotations, documentation, and correspondence
  • Taking payments for insurance policies over the telephone
  • Answering incoming calls and directing enquiries appropriately
  • Welcoming customers into the office and assisting with front desk enquiries
  • Providing general administrative support across the team
Candidate Requirements:
  • Previous experience within the insurance sector
  • Experience using Acturis
  • Strong administration and organisational skills
  • Confident and professional communication skills, both over the phone and in person
  • A high level of accuracy and attention to detail
  • A personable and customer-focused approach
  • Ability to work well both independently and as part of a small team
Job Vacancy Benefits:
  • 27 days holiday plus bank holidays
  • Birthday day off
  • BUPA cash plan
  • 5% pension enrolment
  • Full time hours, Monday to Friday
  • Immediate start available

Please note that this role is based in Banbury town centre. Parking is not provided, however the office is conveniently located close to the bus and train station, as well as nearby public car parks.

Insurance Broker employer: JM&Co Recruitment Ltd

Join a well-respected independent insurance brokerage in Banbury, where you will be part of a close-knit team dedicated to delivering exceptional service to both personal and commercial clients. With a strong emphasis on employee growth, you will benefit from a supportive work culture, generous holiday allowance, and a BUPA cash plan, all while enjoying the vibrant community atmosphere that Banbury offers.
JM&Co Recruitment Ltd

Contact Detail:

JM&Co Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Insurance Broker

✨Tip Number 1

Network like a pro! Reach out to your connections in the insurance industry, especially those who might know about opportunities at our client’s brokerage. A personal introduction can make all the difference!

✨Tip Number 2

Prepare for the interview by brushing up on your knowledge of Acturis and the specific services offered by the brokerage. Show them you’re not just another candidate; you’re genuinely interested in their work!

✨Tip Number 3

Practice your communication skills! Since this role involves a lot of customer interaction, being able to convey information clearly and confidently will set you apart from the competition.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining the team. Plus, we love seeing familiar faces!

We think you need these skills to ace Insurance Broker

Insurance Experience
Acturis
Policy Administration
Customer Service
Communication Skills
Attention to Detail
Organisational Skills
Teamwork
Independence
Accuracy
Front Desk Support
Quotations Issuing
Documentation Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects your previous insurance experience and highlights your skills in customer service and administration. We want to see how you can support our clients and handle policy administration like a pro!

Showcase Your Acturis Experience: If you've used Acturis before, shout about it! Mention specific tasks you've completed using the system, as this will show us you're ready to hit the ground running in our busy office environment.

Craft a Personal Cover Letter: Your cover letter is your chance to shine! Tell us why you’re passionate about insurance and how you can contribute to our team. A personal touch goes a long way in showing us you’re the right fit for our community-focused brokerage.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at JM&Co Recruitment Ltd

✨Know Your Stuff

Make sure you brush up on your insurance knowledge, especially around personal and commercial policies. Familiarise yourself with Acturis, as it’s a key tool for the role. Being able to discuss your previous experience confidently will show that you're ready to hit the ground running.

✨Showcase Your Customer Service Skills

Since this role involves a lot of customer interaction, be prepared to share examples of how you've successfully handled customer enquiries in the past. Highlight your ability to build relationships and provide a personal touch, as this is something the brokerage prides itself on.

✨Demonstrate Attention to Detail

Accuracy is crucial in insurance, so be ready to discuss how you ensure precision in your work. You might want to mention specific instances where your attention to detail made a difference, whether in policy administration or managing documentation.

✨Be a Team Player

This role is part of a small team, so emphasise your ability to work collaboratively. Share experiences where you’ve supported colleagues or contributed to a positive team environment. Showing that you can thrive both independently and as part of a team will make you a strong candidate.

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