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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 will be moving to our brand new offices in the centre of Redhill at the beginning of February, having outgrown our current 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 last year’s Croydon Business Excellence Awards.

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

 

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.

 

Renewals Advisor >

Working hours: Full Time, Monday to Friday 08:55 -17:30

Reporting to: Team Leader / Sales Manager

Application deadline: 31 January 2018

To accurately confirm and collate information provided by insurers and clients in order to confirm renewal premiums and maintain a loyal customer base. 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:

  • Maintain professionalism
  • Display patience and politeness within a sometimes pressured
  • Ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal
  • Build and maintain effective relationships with
  • Good team working skills and ability to work with minimal
  • Proven desire to update product knowledge and skill set when
  • Awareness of the Data Protection Act and Money Laundering
  • Good oral communication skills and organisation skills
  • Sales desire and work ethic to show a consistent sales performance
  • Confidence to deal with difficult situations and to know when appropriate to seek guidance from your Team
  • Proven desire to update product knowledge and skill set when

 

Main Duties and Responsibilities:

  • 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.
  • Follow renewals scripts
  • Follow renewal chase procedure guidelines to maximise renewal
  • Assist the team in completing objectives including monthly sales targets
  • Overcome objections to maximise sales
  • Explain the features and benefits of policies to
  • To demonstrate a positive, enthusiastic, committed and flexible attitude towards customers and other team members, recognising the importance and benefits of effective team
  • Deliver customer service in line with ‘best practice’ and ensure compliance to relevant
  • To maintain a good level of personal
  • To comply with the Data Protection Act at all
  • To actively follow company policies (including Health & Safety & Equal Opportunities).
  • To attend staff meetings and training as
  • To carry out any other duties within the scope, spirit and purpose of the job as requested by your Manager/Team
  • To maintain accurate records and computer
  • Attend team and staff meetings as and when
  • Carry out any other duties within the scope, spirit and purpose of the job as requested by your manager/team
Customer Services Advisor >

Industry:                     Insurance, Car Insurance
Department:              Customer Services
Reports To:                Team Leader / Customer Service Manager

Application deadline: 31 January 2018

Work Hours:              Monday to Friday, Full-time 08:55–17:30

 

Job Summary:
To deal with enquiries and provide excellent customer service to clients over the telephone, as well as in person when required. 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:

  • Ability to empathise.
  • Display patience, politeness and maintain professionalism within a sometimes pressured environment.
  • Good oral and written communication skills.
  • Ability to multi-task and prioritise
  • 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 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.

Main Duties and Responsibilities:

  • To provide an efficient and effective service to customers, understanding their needs and requirements and working to exceed these wherever possible.
  • 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 call clients for required information, payment and documentation.
  • To maintain accurate records and computer files.
  • To ensure all records are kept up to date following contact with all clients and ensure these records are clear for others to understand.

Desirable:

  • Knowledge of the insurance industry, car insurance industry specifically
  • Call centre experience; office customer service experience
  • Math skills
Commercial Team Leader >

 

Reporting to: Commercial Manager
Application deadline: 31 January 2018

Maintain existing book of commercial business, oversee a team of Commercial Account Handlers and assist Commercial Manager when required.

Essential Skills:

  • Maintain professionalism and be able to lead by example.
  • Display patience and politeness within a sometimes pressurised environment.
  • Ability to communicate with colleagues at all levels of seniority and liaise effectively with other internal departments.
  • Maintain good working relationships with insurers and other external service providers.
  • Confident in motivating and dealing with team members and organising workload, promoting a positive attitude and teamwork.
  • Ability to prioritise workload.
  • Good IT skills.
  • Excellent knowledge of commercial insurance products and insurer schemes.

Main Duties and Responsibilities:

  • Carry out any other duties within the scope, spirit and purpose of the job as requested by your manager/team leader.
  • To be responsible for the coordination and organisation of the day to day work of the team and continually monitor progress.
  • Ensure customer service enquiries are dealt with in accordance with agreed service levels, including renewals, MTA’s and administration.
  • Deal with complaints in the first instance accordance with the complaints procedure, escalating these when necessary.
  • Challenge current methods of service and delivery and recommend improvements.
  • Continually assess the effectiveness of the team in terms of standards and service, and make the necessary adjustments.
  • Ensure that team members achieve the required key performance indicators and identify training needs.
  • Coach team members where necessary, enabling them to improve their skills and performance.
  • Be available to support the team as the main point of reference in regards to existing business and in the absence of the Commercial Manager.
  • Provide encouragement to team members, including communicating team targets.
  • Administer and renew book of commercial business.
  • Assist with implementation of new departmental projects and testing of IT integrations.
  • Monitor market conditions and report any changes to the Commercial Manager.
  • Attend and host team and staff meetings as and when required.
  • Carry out monthly performance reviews with the team.
  • Assist the Commercial Manager in setting and achieving monthly targets.
Commercial Sales Executive >

Company Name:            Plan Insurance Brokers
Department:                    Commercial
Reports To:                      Commercial Manager
Work Hours:                   Monday to Friday, Full-time 08:55–17:30
Application deadline:  31 January 2018

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 of Commercial Insurance products ideally but not limited to Motor Fleet and Construction / Contractors insurances
  • 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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Digital Marketing Executive >

Working hours: Full Time, Monday to Friday 08:55 -17:30

Reporting to: Marketing Manager

Application deadline: 31 January 2018

Working closely with the Marketing Manager and other Marketing Executives, the Digital Marketing Executive will be responsible for the day-to-day management of Plan’s online marketing activities: PPC and display campaigns, SEO, website management and social media.

This is a brand new role within our growing marketing team, so there is scope for development and for you to make your mark.

Desired Knowledge and Experience:

  • Business minded, with a good understanding of numbers and key metrics (GWP, CR, CPAs)
  • Prior experience of paid search campaigns and SEO management
  • Able to demonstrate CMS and email campaign systems knowledge
  • Excellent communications skills, both verbal and written (copywriting experience desired)
  • Proficient knowledge of Microsoft Office, coding abilities (html/php/.net) and designer tools (Adobe CS) a plus.

Essential Skills:

  • Highly self-motivated with a desire to see projects through to completion.
  • Good team working skills and ability to work with minimal supervision.
  • Proven desire to update knowledge and skillset when required.
  • Awareness of FCA regulations (guidance will be provided).
  • Passionate, willing to make a change and bring new ideas.

Main Duties and Responsibilities:

  • Website: manage web content and structure, implement and manage tagging and tracking, create and optimise landing pages, propose and implement split-tests to improve conversions.
  • SEO: using third-party SEO software, monitor and improve keywords rankings; technical SEO: ensure website structure and meta-tags are optimised; keep track of latest trends and requirements, audit regularly, monitor performance and formulate/implement recommendations.
  • Paid Search: working closely with the CRM & Campaigns Marketing Executive, manage PPC, display and remarketing campaigns.
  • Social Media & Blog: create and schedule engaging content, respond to online customer interactions, create custom audiences to optimise reach, implement sponsored posts.
  • Affiliates and back-linking: acquire citations and back-links via syndication and outreach.
  • Emails: assist with the creation of email campaigns (e.g. newsletters, promotional emails, etc.)
  • Reporting: monthly reporting on all activities performance

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Brand & Promotion Marketing Executive >

Working hours: Full Time, Monday to Friday 08:55 -17:30

Reporting to: Marketing Manager

Application deadline: 31 January 2018

Working closely with the Marketing Manager and other Marketing Executives, the Brand & Promo Marketing Executive will be responsible for the promotion of the brand and products via events, PR and merchandising. As part of this role, there will be an element of travel involved within the country (at least twice per month, with occasional events requiring overnight stays).

This is a brand new role within our growing marketing team, so there is scope for development and for you to make your mark. We are looking for a full-time position, however we will consider part time (4 days a week).


Desired Knowledge and Experience:

  • Business minded, with a good understanding of numbers and key metrics (GWP, CR, CPAs)
  • Excellent communications skills (verbal and written)
  • Proficient knowledge of Microsoft Office
  • Prior experience of events management (exhibitions, corporate events) and merchandising desired
  • Knowledge of designer tools (Adobe CS) a plus

Essential Skills:

  • Highly self-motivated with a desire to see projects through to completion
  • Organised, with good presentations skills, and capable to adapt to different circumstances and environments
  • A good communicator, comfortable working with customers, colleagues and managers at all levels of seniority and able to liaise effectively with other internal departments
  • Good team working skills and ability to work with minimal supervision
  • Proven desire to update knowledge and skillset when required.
  • Passionate, willing to make a change and bring new ideas
  • Full clean driving licence


Main Duties and Responsibilities:

  • Events: organise and attend corporate functions as per the marketing strategy. Oversee the organisation of regional campaigns and visit regional appointed representatives on a regular basis.
  • Communications: promote the brand to employees, suppliers, customers and prospects.
  • Merchandising / branded promotional Items: source, order and manage stocks; organise distribution of promotional items to existing and potential customers.
  • Social Media & Blog: post on social media platforms and create blog articles related to company functions and relevant industry news.
  • Copywriting: liaising with the design executive, to gather or produce relevant copy, information or details for publications, leaflets, flyers and adverts.
  • Market insight: research the competition and markets.
  • Reporting: Monitor the effectiveness of brand promotions using online analytics and customer feedback. Create and maintain reports for each event and campaign, assess their effectiveness and make recommendations for future improvements.

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