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 of Benefact Group, are looking for an Insurance Broker to join our Selsdon office.
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 3250 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

• Respond to enquiries from clients and insurers received by telephone, letter, e-mail.
• Respond to requests 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.
• Maintain the system for raising renewals; ensuring renewals are invited within the required time period by contacting insurers where necessary.
• Review clients renewal requirements, check insurer renewal documentation and invite renewal terms. Complete re-broking market exercise where appropriate, following procedures outlined below.
• 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 proposers needs. Discuss any additional covers to ensure that all insurance requirements are satisfied.
• If the quote is accepted, issue written confirmation, providing full details of cover, enclosing forms for completion and other documentation required, where appropriate

• Invite renewals, policy documents, issue invoices and update client records, where appropriate. * Scrutinise policy documents received from insurers and issue or pass to Administration Team for processing, where appropriate.
• Management of your personal and the departmental diary system, ensuring this is kept up to date.
• Ensure the system records are created and maintained for new business and existing cases.
• Chase and receive payments by cheque, credit card and direct debit where required.
• Attend monthly broker meeting to be updated on company matters, insurer products and deal with any matters or queries raised.
• Assist with queries and referrals from other departments, where appropriate.
• Offsite client visits for larger risks
• To carry out miscellaneous tasks as requested by Managers as required.
• Maintain regular contact with all areas of the business at all levels.

What you'll need to have (Essential)

• 2 Years of Insurance experience, preferably commercial experience rather than personal lines
• Preferably Cert CII or desire to complete in a short period of time
• 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)

• Over 2 years of commercial experience
• History 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
• A 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

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 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 3250 million since 2014. We have ambitious plans to become the UKs number one corporate donor, with strategic objectives in place to double the Groups size.
We believe its 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 Changes UK Guides to Company Giving 2017-26 '