Insurance Broker

Benefact Group plc; London; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

Benefact Group is seeking an experienced Insurance Broker for their Selsdon office. In this role, you will manage client accounts, ensuring high-quality service while contributing to the company’s charitable mission. With a focus on professional development and a commitment to social responsibility, this position provides a unique opportunity to work for a leading charity-owned firm committed to making a difference.

Benefits

Competitive salary

Structured incentive scheme

23 days annual leave plus bank holidays

Pension scheme

Financial support for professional qualifications

Regular training and structured CPD sessions

Various happiness perk schemes

Internal mentoring and support structure

Regular social events and charity days

Opportunities for personal growth

Qualifications

• Experience in commercial insurance is essential.
• Knowledge of policy and procedure processes.
• Desirable to have Cert CII, Dip CII, or ACII.

Responsibilities

• Manage and grow a book of clients, ensuring customer retention.
• Respond to client requests regarding policy adjustments and claims.
• Review and check insurer renewal documentation.

Skills

Interpersonal skills

Time management skills

Written communication skills

Verbal communication skills

Organisational skills

Problem-solving skills

Analytical skills

Education

Cert CII

Dip CII

ACII

Job description

Working hours:37.5 hours per week, Monday to Friday

Duration:Permanent

Location:Selsdon, South Croydon - Hybrid

About the role

Access Insurance, who are proudly part ofBenefact Group, are looking for an Insurance Brokerto join our Selsdonoffice.

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

• Manage and growa book of clients (charities and non-profit groups)ensuring a high level of customerretention and service
• Respond to requests & enquiries from existing clients in respect of mid-term adjustments, renewal adjustments, claims and any other servicing requirements.
• Maintain an accurate record of the assessment of the clients’ awareness of risk and insurance as well as their circumstances and objectives.
• Review clients’ renewal requirements, check insurer renewal documentation and invite renewal terms. Complete re-broking market exercises where appropriate.
• Scrutinise policy documents received from insurers and issue. Management of your personal and the departmental diary system, ensuring this is kept up to date.

What you'll need to have (Essential)

• Experience in commercial insurance
• 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 skills
• Analytical and adaptable

What makes you stand out (Desirable)

• Preferably Cert CII or desire to complete in a short period of time
• Experience of handling your own book of business - with high retention rates
• Dip CII or ACII
• 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
• 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

"As a result of growth and continuous investment , we are looking for another experienced individual to join the Client Broking Team. We have a great team with a great purpose and want to keep growing to support the third sector"

Assynia Taylor-Cupid ACII - Client Broking Team Leader

About us

Access Insurance areChartered 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.

Diversity, Equity & Inclusion

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.

Reasonable adjustments

As part of our commitment to creating an inclusive culture, we want to support candidates to perform their best during the recruitment process. If you need any reasonable adjustments, please let us know how we can best support you.

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