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Careers

Plan Insurance Brokers is constantly growing within the commercial motor insurance market. So we are always keen to hear from enthusiastic and ambitious applicants. We actively look to promote from within and help our employees build lasting careers within what is an incredibly stable yet innovative industry.

How to apply

You can apply for any of the vacancies below by sending a covering letter and C.V. to either of the following addresses:

By email at jobs@planinsurance.co.uk or in writing to;

HR Department
The Plan Group
Orion House
854 Brighton Road
Purley
Croydon
Surrey
CR8 2BH

 

Current vacancies

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

Even if there are no vacancies currently listed you are more than welcome to send in a covering letter and C.V. We will hold your details on record in case a suitable vacancy arises.

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.

Renewals Advisor >

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

Reporting to: Team Leader / Sales Manager

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
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

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
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 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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