Insurance Broker (New Business)

BENEFACT TRUST LIMITED; Staveley; Híbrido; GBP 26.000 - 38.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

24 days leave + bank holidays

Company pension

CII study support

Perkbox

Leadership programmes

Volunteer days

Collaborative culture

Descripción de la vacante

Access Insurance, proudly part of Benefact Group, is seeking an Insurance Broker to join our new business broking team in Staveley, Chesterfield, supporting charities, churches, community groups and not-for-profit organisations across the UK.

You will provide exceptional service, jargon-free advice and tailored insurance solutions that protect people, activities, assets and communities while pursuing growth and targets in a compliant environment.

Formación

• Strong client-service mindset with ability to build rapport.
• Experience in insurance or financial services with FCA awareness.
• Clear written and verbal communication for clients.
• Accurate, organised with good numeracy and deadlines.
• Willing to learn, develop technical knowledge and qualifications.
• Tech-savvy with Microsoft 365 and digital tools.

Responsabilidades

• Drive new business growth by converting enquiries into tailor-made insurance solutions for not-for-profit clients.
• Build trusted relationships by understanding activities, risks and priorities.
• Present tailored quotations balancing protection, fit and value.
• Identify opportunities for additional cover and related products.
• Work efficiently in a regulated environment, with proper records and documentation.
• Contribute to team performance and hit individual targets.

Conocimientos

Client service

Insurance experience

FCA regulations

Communication skills

Numeracy

MS 365 / tech literacy

Ambition

Herramientas

CRM / broker system

Descripción del empleo

Insurance Broker (New Business)

Join our Staveley, Chesterfield team as an Insurance Broker, supporting charities and community groups. Great benefits, hybrid working and career growth.

Working hours:35 hours per week, Monday to Friday

Duration:Permanent

Location: Staveley, Chesterfield

About the role

Access Insurance, proudly part of Benefact Group, is looking for an Insurance Broker to join our new business broking team in our Staveley office in Chesterfield, supporting charities, churches, community groups and not-for-profit organisations across the UK.

As part of our new business team, you will provide exceptional service, jargon-free advice and tailored insurance solutions that help clients protect their people, activities, assets and communities. You will be ambitious and proactive in achieving new business and related product income targets, while building trusted relationships and helping each organisation secure cover that is built for purpose.

Why join us?

What you'll be doing

• Drive new business growth by converting enquiries into built-for-purpose insurance solutions for charities, churches, community groups and other not-for-profit clients.

• Build trusted client relationships by understanding each organisation’s activities, risks and priorities, and providing clear, friendly and professional advice.

• Maximise client satisfaction by presenting tailored quotations that balance protection, suitability and value, so clients only pay for the cover they need.

• Identify opportunities to support clients more holistically by discussing additional exposures, related products and wider protection needs.

• Work accurately and efficiently within a regulated environment, ensuring cover is arranged, records are maintained and documentation is issued promptly.

• Contribute to team performance by achieving individual targets, supporting workflow standards and maintaining a high-quality client experience.

What you'll need to have

• Bring a strong client-service mindset, with the confidence to build rapport, understand client needs and provide a professional experience from first enquiry through to cover being arranged.

• Bring experience in insurance or financial services, with an awareness of FCA regulations and the ability to apply them practically in a client-focused, compliant environment.

• Use clear written and verbal communication skills to listen, engage and explain information in a way that is simple, helpful and easy for clients to understand.

• Be accurate, organised and commercially aware, with good numeracy, strong attention to detail and the ability to manage competing priorities to deadline.

• Show ambition, curiosity and motivation to learn, develop technical knowledge and work towards industry qualifications.

• Be tech-savvy and keen to embrace innovation, with good working knowledge of Microsoft 365 and the confidence to use digital tools to improve efficiency, client service and ways of working.

• Be proactive, resourceful and supportive, contributing positively to team performance, service standards and a high-quality client experience.

What we offer

• Competitive salary based on experience, with a structured incentive scheme

• Starting allowance of 24 days’ annual leave plus bank holidays, rising with career progression and tenure

• Company pension scheme with enhanced employer contributions above statutory minimums

• Support and funding toward professional CII qualifications, alongside structured learning, allocated CPD time and study support

• An array of health and wellbeing benefits, including Perkbox rewards, income protection and life assurance

• Access to leadership programmes, mentoring and support to help you develop and progress

• Paid time off to volunteer and support causes that matter, including six charity days each year

• A culture-led, collaborative workplace where hard work is recognised and celebrated through sports and social events.

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.

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

Company

Access Insurance

Role

Broking and Advisory

Location

Chesterfield

Remote status

Hybrid

Employment type

Permanent - Full Time