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Customer-Focused Insurance Broker Role
About the Role RP Lovatt, part of the JMG Group, is a trusted high street insurance broker offering personal and commercial insurance solutions to local customers. We specialise in providing a friendly, personal service and building lasting relationships within our community.
We are now looking for an organised and customer-focused Insurance Broker to join our supportive team. While previous insurance experience is advantageous, we welcome candidates with strong backgrounds in administration and customer service who wish to begin a career in insurance.
This is an excellent opportunity to work in a welcoming environment where exceptional customer service remains our priority.
Key Responsibilities
- Supporting personal and commercial insurance customers with their enquiries
- Handling day-to-day policy administration with accuracy and efficiency
- Using our broking systems to update records, process information, and manage insurance documentation
- Preparing customer files and maintaining electronic records
- Issuing quotations, documentation, and correspondence
- Taking payments for insurance policies over the telephone
- Managing incoming calls and directing enquiries appropriately
- Welcoming customers into the office and assisting with front desk enquiries
- Providing general administrative support to the team
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Requirements
We prefer candidates with:
- Previous experience within the insurance sector
- Familiarity with the Acturis broking system (advantageous, but not mandatory)
- Strong administration and organisational skills
- Confident and professional communication skills for both phone and face-to-face interactions
- High levels of accuracy and attention to detail
- A personable, customer-focused approach
- Ability to work independently and collaboratively in a small team
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Your very own career expert that helps elevate your application to the next level.
We particularly welcome applications from individuals with customer service or administrative experience who enjoy working with people and are seeking a long-term opportunity in a respected local business.
Professional Development Opportunities
Fully funded insurance qualifications are available to support your career growth and progression.
Benefits
- 27 days annual leave (plus bank holidays)
- Birthday day off
- BUPA cash plan
- 5% pension contribution
- Full-time hours, Monday to Friday
- Immediate start available
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