Broker Assistant

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

Job summary

A company in the insurance sector is looking for a Broker Assistant in London. The role includes supporting clients, maintaining records, and processing renewals. Ideal candidates will have strong communication and organizational skills, preferably with experience in insurance or voluntary work. Benefits include a competitive salary, professional development support, and charity involvement opportunities.

Benefits

Competitive salary

Structured incentive scheme

23 days annual leave plus bank holidays

Pension scheme

Financial support for professional CII qualifications

Regular training and personal development

Happiness perk schemes

Internal mentoring and support

Regular social events

Opportunity for fundraising and volunteering

Qualifications

• Experience in an office-based work environment, preferably in insurance.
• History of voluntary work with the third sector is advantageous.

Responsibilities

• Respond to requests and enquiries from existing clients.
• Maintain accurate records of client correspondence.
• Generate and issue fast-track non-advised renewals.
• Renew and lapse policies as per client requests.

Skills

Time-management skills

Written and verbal communication skills

Organisational and scheduling skills

Knowledge of policy and procedure processes

Computer skills

Decision-making and problem-solving skills

Questioning and listening skills

Analytical and adaptable skills

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Access Insurance, who are proudly part of Benefact Group, are looking for a Broker Assistant to join our Selsdon office. The role involves providing support to new and existing clients and servicing accounts, including renewal retention to achieve company targets in accordance with procedures and regulatory requirements. The position requires a proactive, customer‑focused approach and adherence to company ethics.

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 that embodies generosity in serving and giving to charitable causes.

What You’ll Be Doing

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

Interpersonal and Professional Skills

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

What Makes You Stand Out

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

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 – six 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.