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: Great career development opportunities in a supportive and dynamic environment.
- Why this job: Make an impact in a growing company with a collaborative culture and global reach.
- Qualifications: Experience in insurance broking or underwriting, with strong organisational and communication skills.
The predicted salary is between 40000 - 50000 £ 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. The organisation has 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.
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.
BMS Group is a dynamic, independent, global broker established in 1980, delivering specialist insurance, reinsurance, and capital markets advisory services. BMS teams are respected globally for their specialist market knowledge, intelligent analysis, insight and understanding.
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 Insurance Account Lead & Team Leader in Northampton employer: BMS Group
At DR&P Group, we pride ourselves on being an excellent employer, offering a supportive work culture that fosters professional growth and development. Located in Northampton, our team enjoys a range of benefits including 25 days of holiday, a company pension scheme, and opportunities for social engagement through company events. As part of the BMS Group, we provide our employees with the unique advantage of working within a dynamic, independent global broker environment, where they can thrive and make a meaningful impact in the insurance industry.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Insurance Account Lead & Team Leader in Northampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who work at DR&P Group or BMS Group. A friendly chat can sometimes lead to job opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. DR&P Group prides itself on providing excellent service, so think about how you can demonstrate your customer-focused approach during the interview.
✨Tip Number 3
Show off your leadership skills! If you're applying for the Senior Account Handler / Team Leader role, be ready to discuss your experience in managing teams and how you've supported colleagues in the past.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at DR&P Group.
We think you need these skills to ace Senior Insurance Account Lead & Team Leader in Northampton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Account Handler role. Highlight your experience in insurance broking and any leadership roles you've had. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Keep it professional but let your personality come through.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've improved processes or delivered excellent customer service in your previous roles. We love seeing results!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 show your expertise but also your genuine interest in the field.
✨Showcase Leadership Skills
As a Senior Account Handler and Team Leader, you'll need to demonstrate your leadership abilities. Prepare examples of how you've successfully managed teams, allocated workloads, and provided coaching or mentoring. Highlight any specific achievements that showcase your ability to lead effectively.
✨Client-Centric Mindset
DR&P Group values high-quality customer service, so be ready to discuss how you've handled client relationships in the past. Share stories that illustrate your approach to resolving client queries and maintaining strong connections with clients and insurers alike.
✨Prepare for Technical Questions
Expect some technical questions related to insurance policies, compliance, and market developments. Brush up on your knowledge of Acturis and any relevant software tools. Being able to confidently answer these questions will set you apart as a knowledgeable candidate.
