Insurance Broker - Sales

Ecclesiastical Insurance Group; Croydon; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading insurance provider is seeking an Insurance Broker to join their new business broking team. This role involves responding to enquiries from charities and community groups, assessing insurance cover requirements, and providing quotations. Ideal candidates will have strong communication skills and a commitment to customer service. The position offers a competitive salary and various professional development opportunities.

Benefits

23 days annual leave plus bank holidays

Structured incentive scheme

Pension scheme

Financial support for professional qualifications

Regular training and personal development

Social events and charity participation

Qualifications

• Strong customer service focus is essential.
• Excellent communication skills, both written and oral.
• Good numeracy and analytical skills are needed.

Responsibilities

• Respond to new business enquiries.
• Identify clients’ requirements and exposures.
• Obtain and communicate quotes to clients.

Skills

Customer service focus

Strong communication skills

Numeracy and analytical skills

Robust administration skills

Education

Experience in insurance or financial industry

Job description

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Either Selsdon (South London) or Barlborough (Chesterfield)

About the role

Access Insurance, a part of Benefact Group, is looking for an Insurance Broker to join one of our offices, located in Selsdon (South London) or Barlborough (Chesterfield) at Access Insurance North. 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 ‘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 “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. One of our key motivations for growth is to positively impact the sector through philanthropy.

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.

We are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We welcome applications from everyone.

If you need any additional support during the recruitment process, then please let us know.

*Directory of Social Change’s UK Guides to Company Giving 2017‑26