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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

Any unsolicited CV’s/candidate profiles submitted through our web site or to personal e-mail accounts of employees of The Plan Group Limited are considered property of The Plan Group Limited and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for The Plan Group Limited, any such agency must have an existing formal written agreement signed by a recruiter that is authorised by The Plan Group Limited and who has an active working relationship with the organisation. CV’s must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorised Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by The Plan Group Limited.

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 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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Administration Assistant

Department: Administration
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. You are expected to act as part of a team and as such, your role may be occasionally altered to help other complete their duties.

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.
  • Demonstrate a positive, enthusiastic, committed and flexible attitude towards other team members, recognising the importance and benefits of effective team working.
  • Maintain a good level of personal presentation.
  • Comply with the Data Protection Act at all times.
  • Actively follow company policies (including Health & Safety and Equal Opportunities).
  • Attend team and staff meetings as and when required.
  • Carry out any other duties within the scope, spirit and purpose of the job as requested by your manager/team leader.

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Account Handler (Yellow Jersey)

Department: Yellow Jersey (www.yellowjersey.co.uk)
Reports To: Head of Sales and Marketing
Work Hours: Monday to Friday, Full-time 08:55–17:30
Job Summary: Part of the Plan Group, Yellow Jersey look after insurance for the cycling industry. You will be responsible for overseeing all our customer activity from answering calls and emails, making policy adjustments, driving renewal conversions, following up on quotes, updating policy documents through to overseeing the claims process from start to finish and much more.

Desired Experience:

  • Previous customer service / account handling experience
  • Degree level education desirable
  • Written and spoken communication skills that allow you to inform and advise others clearly
  • High levels of professionalism and strong work ethic
  • Good working knowledge of Microsoft Office packages
  • An interest in or knowledge of cycling is desirable

Main Responsibilities:

  • Manage and develop customer service process
  • Oversee companies handling claims and answer direct customer enquiries to ensure the process is efficient and effective
  • Audit external suppliers to make sure they are giving customers the best possible service. This includes the claims process
  • Help customers with renewals and maximise customer retention
  • Manage customer accounts queries and help customers with payment issues
  • Assist customers with outstanding quotes, follow up key quotes to improve conversion
  • Assist customers with technical questions and product information

Key Duties:

  • Be the first to answer incoming calls, emails and social media enquiries, dealing with these through to a successful outcome
  • Provide an efficient and effective service to customers, understanding their needs and requirements and working to exceed these wherever possible
  • Call or email customers to audit the claims experience provided by our third party companies
  • Call customers when they have not responded to our automated letters, emails and texts regarding the renewal of their annual insurance
  • Call outstanding quotations when they haven’t responded to our emails and texts
  • Call customers whose accounts have fallen into arrears and bring them up to date as quickly as possible
  • Process cancellations
  • Process adjustments
  • Take ownership of improving systems to ensure processes are as smooth and effective as possible
  • Report on the status of your tasks regularly and update team members with the status of claims, quotes, renewals, accounting issues and flag appropriately
  • Maintain accurate records and computer files
  • Keep admin tasks up to date within the agreed service levels
  • Maintain regular competitor pricing analysis charts
  • Assist business insurance team with administrative support and account enquiries
  • Carry out any other duties within the scope, spirit and purpose of the job as requested by your manager

This is a great opportunity to work within a professional yet vibrant office for a successful organisation with genuine career progression potential.

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