Broker Assistant

Access Insurance Services; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A UK insurance brokerage is seeking a Broker Assistant to provide support for clients, including maintaining accurate records and processing policy renewals. The role requires strong interpersonal and organizational skills, as well as proficiency in Microsoft applications. The company emphasizes a culture of generosity and giving to charitable causes, providing various benefits including a competitive salary and opportunities for professional development.

Benefits

A competitive salary – let's discuss it

Structured incentive scheme

23 days annual leave plus bank holidays

A pension scheme

Financial support for professional qualifications

Regular training and personal development

Various 'happiness' perk schemes

Internal mentoring and support structure

Regular social events and fundraising opportunities

Charity days for community involvement

Responsibilities

• Respond to requests and enquiries from existing clients, triaging calls through to brokers.
• Maintain an accurate record of the client's correspondence using our customer database.
• Generate and issue fast-track non-advised renewals, ensuring data correctness.
• Renew and lapse policies according to client requests.

Skills

Interpersonal skills

Time management skills

Written and verbal communication skills

Organisational & scheduling skills

Knowledge of policy and procedure processes

Computer skills

Decision making and problem-solving skills

Questioning & listening skills

Analytical and adaptable

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Access Insurance, part of Benefact Group, is looking for a Broker Assistant to join our Selsdon office. To 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. To 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.

What you'll be doing

• Respond to requests & enquiries from existing clients (charities and non‑profit groups), triaging calls through to brokers where necessary
• Maintain an accurate record of the client's correspondence using our customer database
• Generate and issue fast‑track non‑advised renewals, reviewing these to ensure data is correct and updated where needed
• Renew and lapse policies according to client requests

Key Skills

• Interpersonal skills
• Time management skills
• Written and verbal communication skills
• Organisational & scheduling skills
• Knowledge of policy and procedure processes
• Computer skills
• Decision making and problem‑solving skills
• Questioning & listening skills
• Analytical and adaptable

What makes you stand out

• Competent in Microsoft Word, Excel and Outlook
• Experience of office‑based work environment, favorably in insurance
• History of voluntary work with the third sector

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, with a culture of generosity and giving to charitable causes.

Benefits

• A competitive salary – 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

We welcome applications from everyone.

Hear from the hiring manager: "We are looking for a Broker Assistant to join our dynamic team, servicing a range of clients in the third sector helping them with their insurance needs." – Josie Evans, Cert CII, Client Management Team Leader