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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.

 

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. For information on how we process the data of prospective employees please see our Privacy Policy for Job Applicants.

 

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 >

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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Administration Assistant >

Company Name:            Plan Insurance Brokers
Reports To:                     Administration Team Leader
Work Hours:                   Monday to Friday, Full-time 08:55–17:30

Job Summary:

To perform basic administration tasks, deal with incoming post and enquiries and process renewal and new business documentation to enable Sales and Customer Service advisors to deal directly with customers.

Essential Skills:

  • Maintain professionalism
  • 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.
  • Good team working skills and ability to work with minimal supervision.
  • Proven desire to update knowledge and skill set when required.
  • Awareness of the Data Protection Act

Main Duties and Responsibilities:

  • Greet customers and visitors at reception and complete visitor’s book if necessary.
  • Issue/replace employee and visitor passes.
  • Sort and distribute the incoming post.
  • Keep stationery cupboard stocked and order stationery when required.
  • Collect and frank the post on a daily basis.
  • Place milk and fruit order on a weekly basis.
  • Accurately process new business and renewal documentation and send to clients in an effective and timely manner.
  • Write and dispatch routine letters to clients.
  • Effectively deal with incoming post and email enquiries.
  • Contact clients by telephone when necessary to chase outstanding documents.
  • Update client MID records as requested.
  • Maintain accurate records and computer files.
  • Obtain information from the in-house system.

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