Insurance Broker - Sales

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

Access Insurance, part of Benefact Group, is seeking an Insurance Broker to join our offices in Selsdon (South London) or Barlborough (Chesterfield) at Access Insurance North. This role sits within our new business broking team, serving charities, not‑for‑profits, churches, community groups and other voluntary organisations with social goals. The team receives enquiries online and by telephone, assesses cover requirements, obtains quotations from insurers and communicates these to prospective clients.

What you’ll be doing

• Respond to new business enquiries.
• Fact‑find to identify clients’ requirements and exposures.
• Obtain quotations, using quotation systems, rating guides or by referring to insurers.
• Communicate quotations, advising the most appropriate in terms of price and cover to meet the clients’ requirements.
• Discuss additional exposures and covers to ensure all insurance requirements are satisfied.
• If a quote is accepted, incept cover and issue confirmation and other required documentation.
• Ensure system records are created and required documentation is issued to clients and insurers.

Qualifications

• An insurance or financial industry background is desirable, but not essential.
• An awareness and understanding of FCA rules and how to comply with them is desirable, but not essential.
• A strong customer service focus.
• Strong communication skills, both written and oral, with the ability to listen and engage with people.
• Good numeracy and analytical skills.
• Robust administration skills and the ability to work accurately and consistently.
• Motivation to study for industry exams.

About Access Insurance

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. We believe it is essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. We are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We welcome applications from everyone. If you need any additional support during the recruitment process, please let us know.

Benefits

• A competitive salary, based on experience.
• 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.
• 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.