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Insurance Broker, New Business
Benefact Group. Drive new business growth by converting enquiries into purpose-built insurance solutions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing tailored insurance solutions while maintaining compliance with FCA regulations. Capable of building strong client relationships and achieving business growth through effective communication and attention to detail.
Highest-signal resume keywords
Insurance ExperienceFCA Regulations KnowledgeStrong Communication SkillsMicrosoft 365 ProficiencyClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Solutions DevelopmentRisk AssessmentQuotation PresentationDocumentation ManagementNumeracy Skills
Soft Skills
Attention to DetailProactive ApproachResourcefulnessClient-Focused MindsetAbility to Manage Priorities
Tools & Technologies
Digital ToolsMicrosoft 365
Certifications & Qualifications
Industry Qualifications
Industry Keywords
Not-for-Profit ClientsCommunity GroupsCharitiesInsurance AdviceRegulated Environment
About the role
Key responsibilities & impact- Drive new business growth by converting enquiries into purpose-built insurance solutions
- Build trusted relationships with charities, churches, community groups and other not-for-profit clients
- Understand clients’ activities, risks and priorities
- Provide clear, friendly and professional insurance advice
- Present tailored quotations balancing protection, suitability and value
- Identify additional exposures, related products and wider protection needs
- Arrange cover accurately and efficiently within a regulated environment
- Maintain records and issue documentation promptly
- Achieve individual new business and related product income targets
- Support workflow standards and team performance
- Maintain a high-quality client experience
Requirements
What you’ll need- Experience in insurance or financial services
- Awareness of FCA regulations and ability to apply them in a client-focused, compliant environment
- Strong written and verbal communication skills
- Good numeracy and strong attention to detail
- Ability to manage competing priorities to deadline
- Ambition, curiosity and motivation to learn and develop technical knowledge
- Willingness to work towards industry qualifications
- Good working knowledge of Microsoft 365
- Confidence using digital tools
- Proactive, resourceful and supportive approach
- Ability to build rapport, understand client needs and provide a professional client experience
- Accuracy, organisation and commercial awareness
Benefits
Comp & perks- Competitive salary based on experience
- 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
- Structured learning, allocated CPD time and study support
- Health and wellbeing benefits, including Perkbox rewards, income protection and life assurance
- Leadership programmes, mentoring and support for development and progression
- Paid time off to volunteer, including six charity days each year
- Sports and social events
- Hybrid working
- Career and development opportunities