Broker Assistant

Working hours:

37.5 hours per week, Monday to Friday Duration:
Permanent

Location:

Selsdon, South Croydon About The Role

Access Insurance, who are proudly part of Benefact Group, are looking for a Broker Assistant 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.

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.

• Respond to requests & enquiries from existing clients (charities and non-profit groups), triaging calls through to brokers were necessary
• Maintain an accurate record of the client's correspondence using our customer database
• Generating and issuing fast-track non-advised renewals, reviewing these to ensure data is correct and updated where needed
• Renewing and lapsing policies according to clients requests

• 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

• Competent in Microsoft Word, Excel, and Outlook
• Experience of office based work environment, favorably in insurance
• History of voluntary work with the third sector

• 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

We are looking for a Broker Assistant to join our dynamic team, servicing a range of clients in the third sector helping them with their insurance needs.

Josie Evans Cert CII - Client Management Team Leader

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, with strategic objectives in place to double the Group’s size.

We believe it's essential to attract, empower,…