Private Medical Insurance Account Handler (Career Opportunity) in Stockport

Private Medical Insurance Account Handler (Career Opportunity) in Stockport

Stockport Full-Time 29700 - 36300 £ / year (est.) Home office (partial)
David Roberts & Partners (Insurance Brokers) Ltd

At a Glance

  • Tasks: Manage and develop a portfolio of individual and micro-SME clients in Private Medical Insurance.
  • Company: Join a dynamic, global insurance broker with a collaborative culture.
  • Benefits: Enjoy 25 days holiday, company pension, social events, and a discretionary bonus.
  • Other info: Be part of a diverse team committed to inclusion and community engagement.
  • Why this job: Make a real impact in the Employee Benefits industry while growing your career.
  • Qualifications: Experience in Employee Benefits, especially in Private Medical Insurance, is essential.

The predicted salary is between 29700 - 36300 £ per year.

Founded in Ormskirk, before moving to Southport, the organisation has now grown into a family of independent insurance brokers. We have a team of over 550 dedicated colleagues, placing over £630m 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. 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. Coupled with our collaborative team approach, single platform worldwide and renowned personal service, we are the independent broker of choice.

We are looking for an experienced Employee Benefits professional to manage, retain and develop an existing portfolio of individual and micro-SME clients which may also include ongoing administration support with policy and claims queries.

  • Account Management: Monitor insurers' performance and challenge them to resolve any issues.
  • Policy, Process and Procedures: Follow process and best practice that is relevant to your role and compliant with business policy.
  • Fully understand the need for accurate client data including contacts, existing portfolios, markets, and partners.
  • Work closely with all internal colleagues to ensure that we collaboratively meet our clients' expectations and support with retention & growth opportunities.
  • Successfully complete all relevant regulatory training, ensuring you remain competent to carry out the role.
  • Experience of working within the Employee Benefits industry encompassing all products with a focus on Private Medical Insurance (including associated benefits). Group Risk experience desirable but not essential.

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 ~ 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.

Private Medical Insurance Account Handler (Career Opportunity) in Stockport employer: David Roberts & Partners (Insurance Brokers) Ltd

At David Roberts and Partners, we pride ourselves on being an excellent employer, offering a vibrant and fast-paced work environment in our Leeds office. Our commitment to employee growth is evident through our collaborative culture, extensive professional development opportunities, and a strong focus on diversity and inclusion, ensuring that every team member feels valued and empowered to contribute to our collective success.

David Roberts & Partners (Insurance Brokers) Ltd

Contact Details:

David Roberts & Partners (Insurance Brokers) Ltd Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Private Medical Insurance Account Handler (Career Opportunity) in Stockport

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 David Roberts & Partners (Insurance Brokers) Ltd). 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 David Roberts & Partners (Insurance Brokers) Ltd. 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 Private Medical Insurance Account Handler (Career Opportunity) in Stockport

Communication Skills
Problem-Solving Skills
Adaptability
Client Relationship Management
Attention to Detail
Time Management
Organizational Skills

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 David Roberts & Partners (Insurance Brokers) Ltd.

Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at David Roberts & Partners (Insurance Brokers) Ltd. 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 David Roberts & Partners (Insurance Brokers) Ltd

Know Your Numbers: Insurance Fundamentals

Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at David Roberts & Partners (Insurance Brokers) Ltd 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 David Roberts & Partners (Insurance Brokers) Ltd, 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 David Roberts & Partners (Insurance Brokers) Ltd'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.