At a Glance
- Tasks: Support clients and Account Executives by managing insurance policies and providing excellent customer service.
- Company: Join a dynamic, independent global broker with a collaborative culture.
- Benefits: 25 days holiday, company pension, social events, and a discretionary bonus.
- Other info: Embrace diversity and make a difference through our community-focused initiatives.
- Why this job: Be part of a growing team that values your contributions and supports your career goals.
- Qualifications: Experience in insurance broking or underwriting, strong communication skills, and attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
About DR&P Group
David Roberts and Partners was formed in 1977. Founded in Ormskirk, before moving to Southport, the organisation has now grown into a family of independent insurance brokers. With businesses spanning the UK and Europe, we have a team of over 350 dedicated colleagues, placing over £600m premium worldwide with direct access to Lloyd’s of London and other specialist international markets. While our businesses operate at a local level, the Group's infrastructure empowers us to compete with and win against multinational brokers. The objective is always to provide the best possible service and protection for our clients.
Following a sustained period of growth, where DR&P Group has acquired multiple insurance businesses and is continuing to grow both organically and through acquisition, the group is now embarking upon the next chapter following our acquisition by BMS Group.
About BMS Group
BMS is a dynamic, independent, global broker established in 1980, delivering specialist insurance, reinsurance, and capital markets advisory services. We are a global brand with offices located across the US, Canada, Latin America, Australia, Europe, and Asia with both a strong, local focus and understanding of market needs. Our teams are respected globally for their specialist market knowledge, intelligent analysis, and insight. Our people strive to be ‘the best in class’ and with an innovative approach and their entrepreneurial thinking, our clients truly benefit from better solutions to policy development and placement.
Being independent makes a key difference to our clients, giving our brokers the freedom to deliver the best solutions, tailored to meet their business needs. Coupled with our collaborative team approach, single platform worldwide, and renowned personal service, we are the independent broker of choice.
Summary of Position
The Account Handler will provide day-to-day support to clients and Account Executives by managing insurance policies throughout their lifecycle. The role focuses on delivering high-quality customer service, ensuring accuracy in policy administration, and maintaining strong relationships with insurers and clients.
Key Responsibilities & Accountabilities
- Act as a referral point for technical queries and complex cases
- Act as a primary point of contact for clients, handling enquiries promptly and professionally
- Manage the administration of new business, renewals, mid-term adjustments, and cancellations
- Prepare insurance documentation including schedules, endorsements, certificates, and invoices
- Liaise with insurers and underwriters to obtain quotations, negotiate terms, and confirm cover
- Ensure all client and policy records are accurate and compliant with regulatory requirements
- Support Account Executives with renewal presentations and insurer negotiations
- Identify opportunities to cross-sell or up-sell products where appropriate
- Handle client queries and issues, escalating complex cases when required
- Maintain excellent knowledge of products, insurers, and market developments
- Ensure adherence to FCA regulations, Treating Customers Fairly (TCF), and company procedures
What we’re looking for
- Proven experience in an insurance broking or underwriting environment in either Commercial and/or SME
- Strong organisational skills with excellent attention to detail
- Confident written and verbal communication skills
- Ability to manage multiple tasks and work to deadlines
- Customer-focused approach with a professional manner
- Strong working knowledge of Acturis and Microsoft Office applications
- Knowledge of FCA regulations and compliance requirements
What’s in it for me?
- A highly ambitious team that works collaboratively to achieve your personal and professional goals whilst being a significant contributor to the overall success of the organisation
- 25 days holiday + 1 day birthday leave (+8 recognised public and bank holidays)
- Company Pension Scheme
- Company Social Events
- Discretionary annual bonus linked to the business hitting KPIs
- Life Cover
- Medicash Cash Plan
- Income Protection
- Access to Cycle to Work Scheme
Through our Diversity, Equity and Inclusion (DEI) vision, we are committed to ‘building a culture of belonging for all, valuing diverse perspectives and embracing authenticity.’ As such, we have created our ‘BMS Together’ programme, with dedicated training, collaborative committees, and intentional partnerships. In support of our ESG vision, we offer two additional paid days each year to take part in charitable work.
Please let our team know if you require any adjustments to support you through the application process.
Locations
Commercial Insurance Account Handler in Cheshire, Warrington employer: BMS Group
BMS Group is an exceptional employer that prioritises employee well-being and professional growth, offering a competitive salary, comprehensive benefits including private medical cover, and a commitment to diversity and inclusion. With a collaborative work culture and flexible hybrid working options, employees are empowered to thrive in their roles while contributing to meaningful projects that protect vital information security. The company’s dedication to continuous improvement and community engagement through initiatives like the 'BMS Together' programme further enhances the rewarding experience of being part of this dynamic global team.
StudySmarter Expert Advice🤫
We think this is how you could land Commercial Insurance Account Handler in Cheshire, Warrington
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like BMS Group). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like BMS Group. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Commercial Insurance Account Handler in Cheshire, Warrington
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at BMS Group.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at BMS Group. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at BMS Group
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at BMS Group to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at BMS Group, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding BMS Group's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
