Broker Assistant

Access Insurance Services; Greater London; On-site; GBP 20,000 - 30,000; Full time

Benefits offered by this job

Competitive salary

Pension scheme

23 days annual leave + bank holidays

CII qualification support

Job summary

Access Insurance, part of Benefact Group, is seeking a Broker Assistant to support charities and third-sector clients from our Selsdon office in South Croydon. You will handle client enquiries, maintain records, and assist brokers with renewals to meet company targets while ensuring regulatory compliance.

You'll work in a collaborative environment with training and development opportunities, benefits including pension, generous leave, and support for professional CII qualifications.

Qualifications

• Interpersonal and communication skills essential.
• Ability to manage multiple tasks with accuracy.
• Knowledge of policy/procedure processes preferred.
• Proficient with MS Word, Excel and Outlook.

Responsibilities

• Respond to requests from existing clients, triage to brokers when needed.
• Maintain accurate client correspondence records in CRM/database.
• Generate and issue renewals, review data for accuracy.
• Renew and lapse policies per client requests.

Skills

Interpersonal

Time management

Communication

Organization

Policy knowledge

Computer skills

Decision making

Analytical thinking

Tools

Microsoft Word

Excel

Outlook

Job description

Working hours: 37.5 hours per week, Monday to Friday

Duration: Permanent

Location: Selsdon, South Croydon

About The Role

Access Insurance, who are proudly part of Benefact Group, are 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.

Why join us

Be part of a collaborative, inclusive, ambitious culture committed to making a difference and working towards a more sustainable future. 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. Ranked amongst the UK's top 50 Best Large Companies to Work For in 2024, we offer fantastic career and development opportunities, with all available profits going to charity and good causes.

What you'll be doing

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

What you'll need to have

• Interpersonal 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 skillsAnalytical 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

What we offer

• 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

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

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.

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