At a Glance
- Tasks: Lead a team while managing insurance policies and delivering top-notch customer service.
- Company: Join DR&P Group, part of the dynamic BMS Group, a leader in insurance broking.
- Benefits: Enjoy 25 days holiday, a pension scheme, social events, and a discretionary bonus.
- Other info: Be part of a supportive team with opportunities for professional development.
- Why this job: Make a real impact in a growing company with a collaborative culture and career growth.
- Qualifications: Experience in insurance broking or underwriting, with strong communication and organisational skills.
The predicted salary is between 35000 - 45000 £ per year.
Company: DR&P Group (as part of the BMS Group organisation)
Location: Northampton
Department: Commercial
Reporting to: Director
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. The objective is always to provide the best possible service and protection for our clients.
Role Purpose: The Insurance Senior Account Handler / Team Leader will have leadership responsibility, oversee a small team, whilst providing 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:
- Supervise, support, and develop a team of Account Handlers
- Allocate workloads and monitor performance to ensure service standards are met
- Act as a referral point for technical queries and complex cases
- Deliver coaching, mentoring, and performance feedback
- 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
Skills & Experience:
Essential:
- 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
Desirable:
- Previous experience in a team leadership or supervisory role preferred
- Knowledge of FCA regulations and compliance requirements
What we offer:
- 25 days holiday (+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
Senior Account Handler / Team Leader in Milton Keynes employer: BMS Group
At DR&P Group, we pride ourselves on being an excellent employer, offering a supportive and collaborative work culture that fosters professional growth and development. Located in Northampton, our team enjoys a range of benefits including generous holiday allowances, a company pension scheme, and opportunities for social engagement, all while working within a dynamic environment that values individual contributions and teamwork. Join us to be part of a thriving organisation where your expertise will be recognised and rewarded, and where you can make a meaningful impact in the insurance industry.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Account Handler / Team Leader in Milton Keynes
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who might know someone at DR&P Group. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by researching DR&P Group and BMS Group thoroughly. Understand their values, recent acquisitions, and how they operate. This will help you tailor your answers and show you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your responses to common interview questions, especially around leadership and customer service. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your experience effectively.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email reiterating your interest in the role can leave a positive impression. And remember, apply through our website for the best chance at landing that Senior Account Handler position!
We think you need these skills to ace Senior Account Handler / Team Leader in Milton Keynes
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your leadership experience and customer service skills, as these are key for the Senior Account Handler role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for our team. Share specific examples of how you've successfully managed teams or handled complex client queries in the past.
Showcase Your Knowledge:Demonstrate your understanding of the insurance industry and any relevant regulations. Mention your familiarity with tools like Acturis and how you’ve used them to improve efficiency in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at BMS Group
✨Know Your Stuff
Make sure you brush up on your knowledge of the insurance industry, especially in commercial and SME sectors. Familiarise yourself with the latest trends, regulations, and products that are relevant to the role. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Showcase Your Leadership Skills
As a Senior Account Handler / Team Leader, you'll need to demonstrate your ability to lead and support a team. Prepare examples from your past experiences where you've successfully managed a team, allocated workloads, or provided coaching. Highlight how you’ve handled complex cases and supported your colleagues.
✨Prepare for Client Scenarios
Expect questions about client interactions and how you handle enquiries or issues. Think of specific instances where you’ve gone above and beyond for a client or resolved a challenging situation. This will showcase your customer-focused approach and problem-solving skills.
✨Practice Your Communication Skills
Since strong communication is key in this role, practice articulating your thoughts clearly and professionally. You might be asked to explain complex insurance concepts, so being able to communicate effectively will set you apart. Consider doing mock interviews with a friend to refine your delivery.
