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Careers

Plan Insurance Brokers is a family-run, independent commercial insurance brokerage. We arrange high-quality cover and provide intelligent insurance solutions to UK businesses and have done so since 1989. We are constantly growing within the commercial motor insurance market, and are always keen to hear from enthusiastic and ambitious applicants.

The company has developed a lot over the past few years, and now counts 85 members of staff. We have moved to brand new offices in the centre of Redhill at the beginning of February 2018, having outgrown our previous premises in Purley, Surrey.

We always actively look to promote from within and help our employees build lasting careers within what is an incredibly stable yet innovative industry. We were proud to have been commended in the “Best Business for Staff Training and Development” category at the 2017 Croydon Business Excellence Awards.

Plan Office

Insurance Foundation Scheme

We have just launched our very exciting new Insurance Foundation Scheme, to give an opportunity to candidates who are ready to start a career but unsure which area they’d like to work in.

Through this scheme, you will get the opportunity to work in all parts of our business over an 18 month period, which will give an overview of the way our organisation works. Our in-house training department will provide you with the knowledge and skills to be able to make a real contribution to the company. What’s more, you will have the opportunity to take your Foundation Test (a formal CII qualification), and you’ll be paid!

To find out more, please click here to view our Leaflet.

How to apply

You can apply for any of the vacancies below by sending a covering letter and CV, by email at jobs@planinsurance.co.uk or in writing to:

HR Department
Plan Insurance Brokers
Prospero – 73 London Road
Redhill, Surrey
RH1 1LQ

Any unsolicited CV’s/candidate profiles submitted through our web site or to personal e-mail accounts of employees of The Plan Group Limited are considered property of The Plan Group Limited and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for The Plan Group Limited, any such agency must have an existing formal written agreement signed by a recruiter that is authorised by The Plan Group Limited and who has an active working relationship with the organisation. CV’s must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorised Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by The Plan Group Limited.

Current vacancies

If you’d like to join Plan Insurance Brokers’ friendly staff team and work in our brand new offices in the centre of Redhill, our current job vacancies are listed below.

We’re always keen to hear from anyone with experience in any of our key insurance markets for van, fleet, haulage, motor trade, taxi and commercial insurance. So, even if there are no vacancies currently listed that matches your skills or search criteria, you are more than welcome to send us your covering letter and C.V. We will hold your details on record in case a suitable vacancy arises. For information on how we process the data of prospective employees please see our Privacy Policy for Job Applicants.

Commercial Account Handler

Department: Commercial
Reports To: Commercial Team Leader
Work Hours: Monday to Friday, Full-time 08:55–17:30
Job Summary: The role is suited to a strong team player who is a confident and capable communicator at all levels. You will be dealing with your own book of clients from administration and mid-term adjustments to renewals.
Essential Skills:

  • Candidates will need to have at least 2 years’ experience in a similar role within an insurance broker/insurer.
  • Excellent planning and organisational skills and good attention to detail.
  • Favourable team working skills and ability to work with minimal supervision.
  • Proven desire to update knowledge and skill set when required.
  • Written and spoken communication skills that allow you to inform and advise others clearly.
  • Good problem solving and negotiation skills.
  • A strong work ethic and a professional approach to all aspects of business internally and externally.
  • Must have knowledge of fleet insurance.

Main Duties and Responsibilities:

  • Achieve all individual sales KPI targets set by the company, whilst managing customer and team expectations.
  • Build and maintain effective relationships with underwriters.
  • Provide point of contact for customer enquiries, dealing with these through to a successful outcome.
  • Question existing customers effectively to ensure renewal premium is based on correct information.
  • Identify further selling opportunities (including up selling) and be able to close renewals effectively.
  • Overcome objections to maximise sales opportunities.
  • Explain the features and benefits of policies to clients.
  • Deliver customer service in line with ‘best practice’ and ensure compliance to relevant policies.
  • To provide an efficient and effective service to customers, understanding their needs and requirements and working to exceed these wherever possible.
  • Accurately process new business and renewal documentation and send to clients in an effective and timely manner.
  • Effectively deal with incoming post and email enquiries.
  • Maintain accurate records and computer files.
  • Demonstrate a positive, enthusiastic, committed and flexible attitude towards other team members, recognising the importance and benefits of effective team working.
  • Attend team and staff meetings as and when required.
  • Carry out any other duties within the scope, spirit and purpose of the job as requested by your manager/team leader.

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Commercial Sales Executive

Department: Commercial
Reports To: Commercial Manager
Work Hours: Monday to Friday, Full-time 08:55–17:30
Job Summary: To deal with quotations generated by the marketing department, Online Lead Generation sites,
taking details, auditing client’s acceptability, pricing and closing the sale. You are expected to act
as part of the team and as such your role may occasionally be altered to help others complete
their duties.
Essential Skills:

  • Previous experience in new business sales in Motor Fleet and Construction / Contractors insurances (Ideally minimum of 2/3 years).
  • Previous Phone based / desk sales.
  • Ability to recognise opportunities and be able to sell.
  • Sales desire and work ethic to show a consistent sales performance.
  • Good oral communication skills and organisation skills.
  • Ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments and external insurers.
  • Confidence to deal with difficult situations and to know when appropriate to seek guidance from your Team Leader.
  • Good team working skills and ability to work with minimal supervision.
  • Proven desire to update product knowledge and skill set when required.
  • Awareness of the Data Protection Act.
  • Maintain professionalism.

Main Duties and Responsibilities:

  • Provide quotations and sell policies to clients.
  • Assist the team in completing objectives including monthly sales targets.
  • Day to day account handling and administration.
  • Ability to deal with Target driven New Business Sales.
  • Able to demonstrate a positive, enthusiastic, committed and flexible attitude towards customers and other team members, recognising the importance and benefits of effective team working.
  • Deliver customer service in line with ‘best practice’ and ensure compliance to relevant policies.
  • Provide point of contact for customer enquiries, dealing with these through to a successful outcome.
  • To maintain a good level of personal presentation.
  • To comply with the Data Protection Act at all times.
  • To actively follow company policies (including Health & Safety & Equal Opportunities).
  • To attend staff meetings and training as required.
  • To carry out any other duties within the scope, spirit and purpose of the job as requested by your Manager/Team Leader.
  • To maintain accurate records and computer files.

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