Insurance Broker - New Business

Benefact Group plc; Staveley; On-site; GBP 30,000 - 48,000; Full time

Benefits offered by this job

Competitive salary

Pension scheme

CII qualifications support

Health and wellbeing benefits

Volunteer days

Job summary

Access Insurance, part of Benefact Group, is hiring an Insurance Broker to join the new business broking team in Staveley, Chesterfield, supporting charities and not-for-profits across the UK. You will provide jargon-free advice, build client relationships, present tailored quotations, and work to contribute to targets while ensuring compliant, cover-for-purpose solutions.

We offer a competitive salary, generous leave, pension, professional qualification support, health benefits and volunteer

Qualifications

• Experience in insurance or financial services with FCA awareness.
• Clear communication from first enquiry to cover arranged.
• Accurate, organised and commercially aware with attention to detail.
• Ambitious and motivated to learn and qualify further.

Responsibilities

• Drive new business growth by converting enquiries into tailored insurance for charities and not-for-profits.
• Build trusted client relationships by understanding activities, risks and priorities.
• Present quotations balancing protection, suitability and value.
• Discuss additional exposures and related products to broaden protection.
• Work in a regulated environment, ensuring cover is arranged and records updated.

Skills

Client-service mindset

Insurance/financial services exp

FCA regulations awareness

Clear written and verbal comms

Accuracy and numeracy

Ambition and motivation to learn

MS 365 / digital tools know-how

Tools

Microsoft 365

Job description

Working hours:35 hours per week, Monday to Friday

Duration:PermanentLocation: 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?

Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group - where all profits go to charity and good causes.

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 InsuranceareChartered 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.

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