Insurance Broker - Sales

Ecclesiastical Insurance Group; Greater London, Barlborough; Hybrid; GBP 25,000 - 40,000; Full time

Job summary

An insurance brokerage firm in the UK is looking for an Insurance Broker to handle inquiries from charities and community groups. The role involves responding to inquiries, obtaining insurance quotations, and ensuring client needs are met. Ideal candidates will have strong communication skills and a customer service focus. This permanent position offers a competitive salary and various benefits for professional development.

Benefits

Competitive salary

Structured incentive scheme

23 days annual leave plus bank holidays

Pension scheme

Financial support for professional qualifications

Regular training and personal development

Social events and charity participation

Qualifications

• Strong customer service skills and communication abilities are crucial.
• Experience in the insurance or financial industry is preferred, but not essential.
• Must have good numeracy and analytical skills.

Responsibilities

• Respond to new business inquiries and complete fact-finding.
• Obtain quotations from insurers and communicate offers to clients.
• Ensure accurate records and communicate necessary documentation.

Skills

Customer service focus

Strong communication skills

Numeracy and analytical skills

Administration skills

Education

Background in insurance or financial industry

Job description

Job Title

Insurance Broker - Sales

Company

Ecclesiastical Insurance UK

About the Role

Access Insurance, part of the Benefact Group, is looking for an Insurance Broker to join one of our offices, located either in Selsdon (South London) or Barlborough (Chesterfield) at Access Insurance North.

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, assesses cover requirements, obtains quotations from insurers and communicates these to prospective clients.

Working hours: 35 hours per week, Monday to Friday.
Duration: Permanent.
Location: Either Selsdon (South London) or Barlborough (Chesterfield).

What you'll be doing

• Respond to new business enquiries.
• Complete 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 all insurance requirements are satisfied.
• If the quote is accepted, incept cover and issue confirmation of cover and any other required documentation.
• Ensure system records are created and 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 staff succeed, grow and progress within the company.

About Us

Access Insurance is 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. 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 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 have 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 welcome applications from everyone.

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

Seniority Level

Not Applicable

Employment Type

Other

Job Function

Sales and Business Development

Industry

Insurance