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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

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.

Senior Commercial Sales Executive

Reports To: Commercial Manager
Work Hours: Monday to Friday, Full-time 08:55–17:30
Job Summary: The role is focused purely on new business accounts and is suited to a strong team player who is a confident and capable communicator at all levels. You will be dealing with quotation requests generated by our marketing department in the main but some self-lead generation will be required at times. A proactive approach to Sales is 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:

  • Previous experience within new business sales in Motor Fleet and Construction / Contractors insurances (Ideally Minimum of 4/5 Years).
  • Ability to demonstrate significant business sales experience with proven results against revenue/margin targets.
  • Ability to recognise sales opportunities, create and develop a healthy mix of pipeline through a strategic and targeted approach.
  • Strong oral skills with focused and driven phone/desk based sales experience.
  • A strong work ethic with good organisational skills.
  • Customer focused with a track record of consistently overachieving on targets.
  • Achieve all individual sales KPI targets set by the company, whilst managing customer and team expectations.
  • 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 Manager/Team Leader.
  • Ability to work with minimal supervision.
  • Proven desire and enthusiasm to update product knowledge and skill set.
  • Professional approach to all aspects of business both internally and externally.

Main Duties and Responsibilities:

  • Provide quotations and sell policies to clients.
  • Achieving the monthly sales targets.
  • Assisting the team in completing objectives including monthly sales targets.
  • Day to day account handling and administration (New Business Only).
  • Strong 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 consistent customer service in line with ‘best practice’ and ensure compliance to relevant policies compliance.
  • Provide a point of contact for customer enquiries, right through to a successful outcome.
  • Actively follow company policies (including Data Protection, Health & Safety and Equal Opportunities).
  • Attend staff meetings and training as required.
  • Carry out any other duties within the scope, spirit and purpose of the job as requested by your Manager/Team Leader/management.
  • Maintain complete and accurate records and computer files.
  • Maintain professionalism and a good level of personal presentation.

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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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Taxi Sales Advisor

Department: Taxi
Reports To: Sales Team Leader
Work Hours: Monday to Friday, Full-time 08:55–17:30
Job Summary: To deal with quotations generated by the marketing department, taking details, auditing clients’
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:

  • Maintain professionalism.
  • Display patience and politeness within a sometimes pressured environment.
  • Ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments.
  • Build and maintain effective relationships with underwriters.
  • 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 and Money Laundering Regulations.
  • 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 Leader.

Main Duties and Responsibilities:

  • Provide accurate quotations.
  • Identify selling opportunities (including up selling) and be able to close sales effectively.
  • Assist the team in completing objectives including monthly sales targets.
  • Follow up quotations within a reasonable time frame.
  • Overcome objections to maximise sales opportunities.
  • Explain the features and benefits of policies to clients.
  • Follow sales scripts and question sets accurately.
  • Select the appropriate policy for the client from our panel of insurers.
  • 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.
  • 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.
  • Attend team and staff meetings as and when required.

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Customer Service Advisor

Department: Customer Service
Reports To: Team Leader
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.

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Senior Accounts Assistant

Department: Accounts
Reports To: Company Accountant
Work Hours: Monday to Friday, Full-time 08:55–17:30
Job Summary: This is an exciting opportunity to join a fast-paced, growing business. You will work across three entities (insurance broker, insurance premium finance company and a property investment company) in a small team of three, but will interact with and work within a growing business of almost 100 employees to ensure the smooth running of the finance side of the company.
Essential Skills:

  • Work efficiently to tight deadlines.
  • Ability to communicate effectively with external suppliers and internal departments.
  • Be systems literate and able to work with multiple programmes.
  • Ability to work accurately through monthly workloads.
  • Ability to identify and corroborate variances in expenditure.
  • Capable of taking ownership of own output.
  • Strong problem solving skills.
  • Excel skills (including vlookups, sumif, pivot tables etc).
  • Ideal candidate will be AAT qualified or ACA/CIMA part-qualified.
  • Experience of the insurance industry would be desirable but not essential.

Main Duties and Responsibilities:

  • Completing monthly insurer reconciliations and payments as part of a small team.
  • Reconciling bank statements at regular intervals.
  • Responsible for completing month-end procedures.
  • Completing purchase ledger entries and payment preparation.
  • Carrying out credit control activities.
  • Liaise with the business and insurers to resolve accounting queries.
  • Assisting the company accountant in the timely preparation of monthly management accounts.
  • Identifying and communicating issues with IT department.
  • Ensure compliance with required external and internal controls.
  • Actively follow company policies (including Health & Safety & Equal Opportunities).
  • Attend staff meetings and training as required.
  • Carry out any other duties within the scope, spirit and purpose of the job as requested by your manager.

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