Steve Chan, Branch Manager

My story

I started with A-Plan having no insurance experience. I received support to gain my CII certification within my first year. From there, I had aimed to become head of renewals in my branch which I achieved within my second year. I have now been appointed as Branch Manager of our new Northampton branch. I have always worked hard and been focused on progression and, in turn, A-Plan has assisted me to reach my goals.


  • The capacity to anticipate needs and requirements of clients, underwriters and colleagues
  • Can build long-term, sound relationships with clients
  • Integrity and acting for the good of the client
  • An ability to exceed clients’ expectations
  • Excellent listening skills
  • A can-do approach

What attracted you to A-Plan?

A-Plan is a high-street broker, trading for over 50 years, that provides exceptional customer service for their clients, not only by telephone, but also face-to-face. A-Plan supports all employees to gain their CII qualification. This allows A-Plan staff to provide an advisory service which sets them apart from competitors.

What is your working environment like?

I have worked in a number of A-Plan offices and varied team sizes. One thing they all have in common - a great working environment, full of positivity and a drive to succeed.

What made you stay with A-Plan?

A-Plan have always provided me with a clear career path providing support and guidance along the way. Full training has been provided covering all aspects of the business by senior members of staff, managers and internal trainers.

Describe the A-Plan culture

Client service is the forefront of everything we do, cutting through the jargon and assisting and educating our clients. A-Plan encourages everyone to work to their full potential and to go that extra mile.

Why should anyone want to work at A-Plan?

A-Plan are committed to provide a friendly and professional working environment. Great career progression and hard work and achievements are recognised and rewarded.

Describe A-Plan in one sentence

An outstanding company to work for with a great work ethic, providing exceptional service to all their clients.

See our vacancies section for a full list of our latest roles.