Broker Assistant

Access Insurance Services; Chesterfield; On-site; GBP 22,000 - 28,000; Full time

Benefits offered by this job

23 days annual leave

Pension scheme

Support for professional CII study (CP

Regular training and CPD

Mentoring and support

Charity and volunteering days

Job summary

Access Insurance, part of the Benefact Group, is seeking a Broker Assistant for our Staveley office. You will support clients and manage accounts, ensuring renewals are processed and service delivery remains high quality and compliant.

The role requires strong communication and organisational skills in a collaborative, charity-minded environment. Join a team devoted to customer focus, professional development, and community impact, with opportunities for CPD and professional qualifications

Qualifications

• Strong interpersonal skills with a client-focused approach.
• Ability to manage time and prioritise tasks effectively.
• Clear written and spoken communication for clients and insurers.
• Proficient computer skills and familiarity with industry systems.
• Analytical problem-solving to handle queries and referrals.

Responsibilities

• Create and maintain system records for new business and existing cases.
• Respond to client and insurer enquiries by phone, letter, or email; issue renewals and documents.
• Process payments by cheque, card, or direct debit; issue invoices and update records.
• Assist with queries and referrals from other departments as needed.
• Manage personal and departmental diary and keep records up to date.

Skills

Interpersonal skills

Time management

Written and verbal communication

Computer skills

Analytical thinking

Job description

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'll 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'll 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

Hear from the hiring manager

We're a growing team that is very supportive, we value opinions - your ideas will be heard, and you'll have the chance to drive real growth in our business.

About Us

Access Insurance are Chartered Insurance Brokers and specialist advisers to charities, churches and community groups, and are part of the Benefact Group. 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.

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.

• Directory of Social Change’s UK Guides to Company Giving 2017-26