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Broker assistant

Chesterfield
Access Insurance Services
Assistant
Posted: 10h ago
Offer description

Working hours

35 hours per week, Monday to Friday


Duration

Permanent


Location

Barlborough, Chesterfield


About the role

Access Insurance, part of Benefact Group, is looking for a Broker Assistant to join our Barlborough office. The role involves providing support to new and existing clients, servicing accounts, retaining renewals to meet company targets, and ensuring high‑quality service at all times.


What you’ll be doing

* Ensure system records are created and maintained for new business and existing cases.
* Respond to enquiries from clients and insurers received by telephone, letter, e‑mail. Issue renewals, documents and other information to clients.
* Chase and receive payments by cheque, credit card and direct debit where required. Issue invoices, policy documents and update client records, where appropriate.
* Assist with queries and referrals from other departments, where appropriate.
* Manage personal and departmental diary system, ensuring it is kept up to date.


What you’ll need to have

* Interpersonal skills
* Time management skills
* Written and verbal communication skills
* Computer skills
* Analytical and problem‑solving skills


What makes you stand out

* Office experience
* Experience within the insurance industry


What we offer

* 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

Were a growing team that is very supportive, we value opinions – your ideas will be heard, and youll have the chance to drive real growth in our business.


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.

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, giving away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor.

We are committed to creating an inclusive culture and building an environment where each person feels valued and respected.


Additional support

If you need any additional support during the recruitment process, please let us know.


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