Call Me Now

Online Quote

Simply complete the details below to receive your insurance quote.

Call 0333 003 0041 Included free in call plans

cl1 cl2 cl3 cl4  cl6 cl7 cl8 cl9Zurich_Insurance_Group_logo_SMALL

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.

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 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.
to top