Reference DR&P Employee Benefits

Full Time





Position Title Client Manager – Group Risk

Department – Employee Benefits

Location – Office, hybrid or home working (Dependent on your location)

Full/Part-time/Contract – Full time

Direct Reporting – Employee Benefits Director


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 270 dedicated colleagues, we place over £190m premium with direct access to Lloyd’s of London and other specialist international markets.

Following a sustained period of growth, where DR&P Group has acquired multiple insurance businesses in the past 24 months and is continuing to grow both organically and through future acquisitions.  The group is now embarking upon an exciting business change program focused on streamlining, transforming and integrating multiple business processes and systems.

Position Summary

To provide excellent customer service to our clients and the Account Executives, supporting them with new business, renewals, policy enquiries, membership management and claims in an accurate and timely manner.

Scheme Administration
This will include a variety of tasks including but not limited to:

  • Completing work for policy renewals or market reviews in line with clients’ requirements, collate and analyse the results and support the Account Executives with report production
  • Deal with client queries (verbal and written) in line with service level agreements and liaise with insurers where necessary to deliver on this
  • Monitor insurers’ performance and challenge them to resolve any issues
  • Update all internal systems as per process ensuring we remain compliant
  • Ownership of delivery of tasks and proactively managing your workload

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
  • Embrace technology to deliver outstanding client solutions and are happy to:
    • constructively suggest process improvements to deliver workable solutions
    • challenge wider processes to enable and drive improvements to service whilst ensuring compliance

Focus and Relationships:

  • Able to build strong internal, client and insurer relationships aligned to our values
  • Provide exceptional client experience, ultimately forging long lasting relationships resulting in high retention levels
  • Work closely with all internal colleagues to ensure that we collaboratively meet our clients’ expectations and support with retention & growth opportunities

Compliance and Personal Development

  • Actively undertake personal development to ensure up to date knowledge and understanding of best practice
  • Aware of the need and sources of compliance and how to apply this in your role
  • Operate in an honest, professional, and ethical manner
  • Successfully complete all relevant regulatory training, ensuring you remain competent to carry out the role


  • Strong attention to detail
  • Ability to work under pressure and to strict deadlines, and adaptable to changing priorities
  • A good communicator, with the ability to write in a professional manner
  • A strong team player
  • Strive to deliver high standards of work for the benefit of your clients


Whilst each of the following would be preferred, they are not essential as full training would be given to the right candidate:

  • Experience in client service delivery
  • Experience of working with the group risk insurance industy
  • Be Cert CII qualified or have the CII GR1 qualification

To apply, please email: Helen Chambers, Employee Benefits Director (