Benefact Group plc

Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Selsdon/Chesterfield Job Ref: 28/01_NBT About the role Access Insurance, who are proudly part of Benefact Group, are looking for a Commercial Broking Manager to join our Selsdon office. This is a hands on role responsible for leading the New Business team, delivering high quality, high volume output, and ensuring a smooth client journey from enquiry to placement. The position oversees day to day team operations, works closely with the Group Sales and Marketing Director, and acts as a key link between New Business, Marketing, Client Management, Underwriting, and Compliance. A core focus is driving efficiency, improving processes, and raising performance standards across the team. Why join us? Join a collaborative and inclusive culture that's committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group - where all profits go to charity and good causes. What you'll be doing Deliver strong new business performance through improved conversion, placement quality and income growth. Drive the quality and volume of team output, ensuring efficient workflows and consistent delivery. Provide hands on operational leadership and insight to support the Group Sales and Marketing Director. Enhance the end to end new business process through efficiency gains, smarter ways of working and process innovation. Maintain high standards of professionalism, quality and governance. Work collaboratively across the business to improve processes and support a strong one team culture. What you'll need to have Strong technical knowledge of commercial and charity insurance lines (liability, property, financial lines, motor). CII Diploma in Insurance (or equivalent), with experience supporting others through qualifications. Good understanding of IDD and regulatory requirements in a sales led environment. Proven experience leading teams, including coaching and performance management. Strong communication and influencing skills with internal teams and insurer partners. Experience in new business or sales, with a focus on conversion, income and client outcomes. Excellent organisational and decision making skills. Knowledge of the charity sector or charity insurance market (desirable). A strong role model for professionalism, integrity and collaboration. What we offer A competitive salary - let's discuss it Structured incentive scheme 23 days annual leave plus bank holidays A pension scheme A financial support scheme to obtain professional CII qualifications (Cert CII, Dip CII, ACII) Regular training, personal development and structured CPD sessions Various "happiness" perk schemes An internal mentoring and support structure A busy and challenging environment Regular social events and the opportunity to participate in fundraising and volunteering. 6 Charity days per annum A genuine desire to see our staff succeed, grow and progress within the company Hear from the hiring manager We're a welcoming, hard working team with big ambitions-step in at a pivotal moment to help us convert more of our high quality enquiries into real success. About us Access Insurance are Chartered Insurance Brokers and specialist advisers to charities, churches and community groups. Our mission is to help all types of charities and not for profits manage their risks by giving specialist advice and designing bespoke insurance policies. We are a business built on social enterprise principles and values. Our culture embodies generosity in serving and giving to charitable causes. One of our key motivations for growth is to positively impact the sector through philanthropy. Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade, having given away £250 million since 2014. We have ambitious plans to become the UK's number one corporate donor, with strategic objectives in place to double the Group's size. We believe it's essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135 year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better. At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone. If you need any additional support during the recruitment process, then please let us know. Directory of Social Change's UK Guides to Company Giving 2017-26

A financial services group based in Selsdon is seeking a Commercial Broking Manager to lead their New Business team. This hands-on role focuses on driving efficiency, maintaining high standards, and improving processes across the team. Ideal candidates will have strong technical knowledge of commercial insurance lines and significant experience in leading teams. The company emphasizes a collaborative culture and offers opportunities for career progression, all while committing to charitable causes.

Salary: Starting from £25,000.00 (depending on experience) + bonus potential Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Taunton About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Customer Service Adviser to join the Affinity GI team in their Taunton office. As a Customer Service Adviser, you will be ambitious and looking to develop your career in insurance. You will provide exceptional service and advice to clients in order to maximise client satisfaction, maintain high retention levels and achieve income targets in support of the business strategy. Why join us? Join a collaborative and inclusive culture that's committed to making a difference and building a more sustainable future. Ranked amongst the UK's top 50 Best Large Companies to Work For in 2024, we offer fantastic career and development opportunities within a rapidly growing, innovative Group-where all profits go to charity and good causes. What you'll be doing Provide a proactive and responsive renewal service using best endeavours to retain clients at renewal through promotion of key selling features and effective liaison with insurers Provide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfaction Ensure all policy administration is dealt with in a professional and timely manner Underwrite scheme policies within underwriting authority level & referral guidelines Be proactive and maximise all business opportunities making clients aware of alternative products (generating leads), advising clients of potential gaps in cover and promoting insurance reviews with clients wherever possible What you'll need to have Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious Confident and capable of building rapport over the telephone to provide an excellent client experience Ability to work in a regulated, compliant and client focussed environment Organised, resourceful, deadline driven and supportive of the wider team Quality orientated with great attention to detail What makes you stand out Hold or willing to work towards Chartered Insurance Institute Certificate in Insurance Previous customer service experience What we offer 28 days annual leave plus bank holidays Your birthday off Group Personal Pension Bonus scheme A holiday buy scheme An array of health and wellbeing benefits, company cash plan, income protection and life assurance Enhanced sick pay and parental leave Support and funding toward study and professional qualifications Paid time off for volunteering Hear from the hiring manager "We're looking for a confident, motivated individual who enjoys speaking with people and would like to grow a career in insurance. If you are target-driven, have excellent communication skills and want to be part of a growing friendly team, we'd love to hear from you." Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services. We also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes. The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands. Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade, having given away £250 million since 2014. We have ambitious plans to become the UK's number one corporate donor, with strategic objectives in place to double the Group's size. We believe it's essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better. At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone. If you need any additional support during the recruitment process, then please let us know. Directory of Social Change's UK Guides to Company Giving 2017-26

Working hours: 37.5 hours per week, Monday to Friday Duration: Permanent Location: Selsdon Job Ref: 28/01_NBT About the role Access Insurance, who are proudly part of Benefact Group, are looking for a New Business Team Manager to join our Selsdon office. This is a hands-on role responsible for leading the New Business team, delivering high-quality, high-volume output, and ensuring a smooth client journey from enquiry to placement. The position oversees day-to-day team operations, works closely with the Group Sales and Marketing Director, and acts as a key link between New Business, Marketing, Client Management, Underwriting, and Compliance. A core focus is driving efficiency, improving processes, and raising performance standards across the team. Why join us? Join a collaborative and inclusive culture that's committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group - where all profits go to charity and good causes. What you'll be doing Deliver strong new business performance through improved conversion, placement quality and income growth. Drive the quality and volume of team output, ensuring efficient workflows and consistent delivery. Provide hands-on operational leadership and insight to support the Group Sales and Marketing Director. Enhance the end-to-end new business process through efficiency gains, smarter ways of working and process innovation. Maintain high standards of professionalism, quality and governance. Work collaboratively across the business to improve processes and support a strong one-team culture. What you'll need to have Strong technical knowledge of commercial and charity insurance lines (liability, property, financial lines, motor). CII Diploma in Insurance (or equivalent), with experience supporting others through qualifications. Good understanding of IDD and regulatory requirements in a sales-led environment. Proven experience leading teams, including coaching and performance management. Strong communication and influencing skills with internal teams and insurer partners. Experience in new business or sales, with a focus on conversion, income and client outcomes. Excellent organisational and decision-making skills. Knowledge of the charity sector or charity insurance market (desirable). A strong role model for professionalism, integrity and collaboration. What we offer A salary aligned with skills and experience Structured incentive scheme 23 days annual leave plus bank holidays A pension scheme A financial support scheme to obtain professional CII qualifications (Cert CII, Dip CII, ACII) Regular training, personal development and structured CPD sessions Various "happiness" perk schemes An internal mentoring and support structure A busy and challenging environment Regular social events and the opportunity to participate in fundraising and volunteering. 6 Charity days per annum A genuine desire to see our staff succeed, grow and progress within the company Hear from the hiring manager "We're a welcoming, hard-working team with big ambitions-step in at a pivotal moment to help us convert more of our high-quality enquiries into real success." About us Access Insurance are Chartered Insurance Brokers and specialist advisers to charities, churches and community groups. Our mission is to help all types of charities and not-for-profits manage their risks by giving specialist advice and designing bespoke insurance policies. We are a business built on social enterprise principles and values. Our culture embodies generosity in serving and giving to charitable causes. One of our key motivations for growth is to positively impact the sector through philanthropy. Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade, having given away £250 million since 2014. We have ambitious plans to become the UK's number one corporate donor, with strategic objectives in place to double the Group's size. We believe it's essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better. At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone. If you need any additional support during the recruitment process, then please let us know. Directory of Social Change's UK Guides to Company Giving 2017-26

A prominent financial services group in Selsdon is seeking a New Business Team Manager to lead their team and improve client journey efficiency. This role involves driving new business performance, ensuring quality output, and collaborating across departments. Ideal candidates should have strong technical knowledge of insurance lines, proven management experience, and excellent communication skills. Join a thriving organization that prioritizes personal development and charitable outcomes, offering a competitive salary and various benefits.

Salary: £23,500.00-£28,000.00 (depending on experience) Working hours: 37.5 hours per week, Monday to Friday Duration: Permanent Location: Eastleigh About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Customer Service Adviser to join our Business Choice Direct (BDC) team in their Eastleigh office. As a Customer Service Adviser you will provide exceptional service and advice to clients in order to maximise client satisfaction, maintain high retention levels and achieve income targets in support of the business strategy. Why join us? Join a collaborative and inclusive culture that's committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group - where all profits go to charity and good causes. What you'll be doing Achieve individual objectives and key performance indicators as set and agreed Provide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfaction, supporting them with changes to their policy in a timely manner both on the telephone & Live Chat facility Be proactive and maximise all business opportunities making clients aware of alternative products (generating leads), advising clients of potential gaps in cover and promoting insurance reviews with clients wherever possible Adhere to all Company, regulatory and compliance guideline requirements Maintain own technical competence Support colleagues from all areas of the business as required What you'll need to have Confident and capable of building rapport over the telephone to provide an excellent client experience Ability to work in a regulated, compliant and client focussed environment Organised, resourceful, deadline driven and supportive of the wider team Quality orientated with great attention to detail IT literate What makes you stand out Hold or willing to work towards Chartered Insurance Institute Certificate in Insurance Previous customer service experience What we offer 28 days annual leave plus bank holidays Birthday off Group Personal Pension Bonus scheme Holiday buy scheme An array of health and wellbeing benefits, company cash plan, income protection and life assurance Enhanced sick pay and parental leave Support and funding toward study and professional qualifications Paid time off for volunteering Hear from the hiring manager "Our team here is motivated and upbeat. We support clients through the life cycle of their policy by building strong relationships, resolving queries, and working with colleagues to deliver excellent service." - hiring manager Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and broker to broker insurance services. We also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes. Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade , having given away £250 million since 2014. We have ambitious plans to become the UK's number one corporate donor, with strategic objectives in place to double the Group's size. We believe it's essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135 year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better. At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone. If you need any additional support during the recruitment process, then please let us know. Directory of Social Change's UK Guides to Company Giving

A prominent financial services group in Eastleigh is seeking a Customer Service Adviser to join their Business Choice Direct team. The role involves providing exceptional service to clients, maintaining high satisfaction levels, and achieving income targets. Successful candidates will have strong communication skills, attention to detail, and the ability to work in a compliance-focused environment. The position offers competitive benefits, including 28 days annual leave and opportunities for career development.

A leading financial services group in Newcastle is seeking a Client Support Administrator to provide exceptional service to Financial Advisers and clients. The role involves administration tasks, managing relationships, and ensuring a smooth client journey. Ideal candidates will have experience in financial services, excellent customer skills, and knowledge of FCA requirements. This position offers a competitive salary, hybrid working options, and numerous benefits including a pension contribution and annual bonus scheme.

Working hours:35 hours per week, Monday to Friday Duration:Permanent Location:Newcastle About the role Lycetts, who are proudly part ofBenefact Group, are looking for a Client Support Administrator to join our Financial Services team in the Newcastle office. As a Client Support Administrator, you'll play a key role in delivering exceptional service to both our Financial Advisers and our clients. Your focus will be on providing efficient, accurate, and proactive administrative support to ensure a smooth client journey. Why join us? Join a collaborative and inclusive culture that's committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group - where all profits go to charity and good causes. What you'll be doing As a Client Support Administrator, you will be focussed on providing high quality support to our team of Financial Advisers. Managing new business administration in line with internal procedures and agreed timeframes, including data entry, issuing acknowledgements, and following up on outstanding information. Preparing quotations and sourcing application forms where required. Building and maintaining strong, positive relationships with clients. Handling incoming calls and queries from clients, ensuring they receive timely and helpful responses. Responding professionally to enquiries and providing clear, supportive communication. What you'll need to have Experience in pensions, protection and investment markets. Knowledge of a wide range of financial services products and product providers. Experience with provider platforms and websites. Experience in obtaining information from clients and providers via telephone & email. Good confident customer skills - both written & oral. Good organisational ability. Sound knowledge of FCA requirements within a financial services role. Knowledge of MS Word/Excel applications What makes you stand out Experience with Intelliflo Office or equivalent software packages/back office systems Financial Services qualifications What we offer A competitive salary - let's discuss it Hybrid working available upon successful completion of probation Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme Annual Bonus scheme (Discretionary based on individual and company performance) Life Assurance cover up to 4 x salary, and Group Income Protection scheme up to 65% of salary 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years' service respectively) Career development opportunities with funded support and financial incentives for all professional qualifications. An Employee Assistance Programme with a wide range of benefits helping employees to stay healthy and feel supported. About us The Lycetts Group has over 60 years' experience of providing a comprehensive range of insurance, risk management and financial advice to a broad cross section of commercial and private clients. We strive to be a trusted adviser to our clients and are proud of our continued high client satisfaction scores. Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade , having given away £250 million since 2014. We have ambitious plans to become the UK's number one corporate donor, with strategic objectives in place to double the Group's size. We believe it's essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better. At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone. If you need any additional support during the recruitment process, then please let us know. Directory of Social Change's UK Guides to Company Giving 2017-26