At a Glance
- Tasks: Manage and develop a portfolio of Employee Benefits clients while providing exceptional service.
- Company: Join a dynamic, independent global 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 personal development and community engagement.
- Why this job: Make a real impact in the Employee Benefits industry and grow your career.
- Qualifications: Experience in Employee Benefits, strong communication skills, and attention to detail.
The predicted salary is between 30000 - 36000 £ per year.
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 550 dedicated colleagues, placing over £630m 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.
About BMS Group
BMS is a dynamic, independent, global broker established in 1980, delivering specialist insurance, reinsurance, and capital markets advisory services. 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.
Summary of position
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. Growth will also be supported with new business opportunities.
Key responsibilities & accountabilities
- Account Management: Developing a clear understanding of customers’ requirements, collating, analysing and presenting market quotations in line with client’s requirements, identifying cross-sell opportunities, dealing with client queries, monitoring insurers' performance, and managing your workload.
- Policy, Process and Procedures: Updating all internal systems as per process ensuring compliance, following best practices, and embracing technology to deliver outstanding client solutions.
- Focus and Relationships: Building strong internal, client and insurer relationships, providing exceptional client experience, and working closely with internal colleagues to meet clients' expectations.
- Compliance and Personal Development: Undertaking personal development, being aware of compliance needs, operating in an honest manner, and completing relevant regulatory training.
What we're looking for
- Experience of working within the Employee Benefits industry encompassing all products with a focus on Private Medical Insurance.
- Group Risk experience desirable but not essential.
- Be Cert CII qualified or agreeable to becoming qualified.
- Strong attention to detail, ability to work under pressure, good communication skills, and a strong team player.
What's in it for me?
- A highly ambitious team that works collaboratively to achieve personal and professional goals.
- 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 and 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.' 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.
Development Executive - Employee Benefits in Stockport employer: DR&P Group
At DRPG, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters creativity and collaboration. Based in Hartlebury, our team enjoys a supportive environment with ample opportunities for professional growth and development, alongside the chance to work on diverse and exciting projects both locally and internationally. We are committed to inclusivity and diversity, ensuring every employee feels valued and empowered to contribute their best.
