Charity Insurance Broker – Grow with Impact & Training

The Benefact Group; City of Westminster; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services group is seeking an Insurance Broker to support charities and not-for-profits from their offices in Selsdon or Barlborough. The role involves responding to enquiries, assessing client needs, obtaining quotes, and ensuring appropriate cover. Ideal candidates will showcase a strong customer service focus and effective communication skills, with a drive to study for industry qualifications. The company fosters an inclusive environment and offers a range of benefits including a competitive salary and professional development opportunities.

Benefits

Competitive salary

Structured incentive scheme

23 days annual leave

Pension scheme

Financial support for industry qualifications

Regular training and personal development

Social events and charity days

Qualifications

• An insurance or financial industry background is desirable.
• Awareness and understanding of FCA rules is desirable.
• Motivation to study for industry exams.

Responsibilities

• Respond to new business enquiries.
• Fact-find to identify clients’ requirements and exposures.
• Obtain and communicate quotations effectively.
• Incept cover and issue confirmation documentation.
• Ensure accurate system records and documentation.

Skills

Customer service focus

Strong communication skills

Numeracy and analytical skills

Robust administration skills

Job description

A financial services group is seeking an Insurance Broker to support charities and not-for-profits from their offices in Selsdon or Barlborough. The role involves responding to enquiries, assessing client needs, obtaining quotes, and ensuring appropriate cover. Ideal candidates will showcase a strong customer service focus and effective communication skills, with a drive to study for industry qualifications. The company fosters an inclusive environment and offers a range of benefits including a competitive salary and professional development opportunities.