Commercial Client Manager

Position Title: Commercial Client Manager

Department: Broking

Location: North West (Southport)

Contract: Full-time

Direct Reporting: Broking Team Leader

Introduction:

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 300 dedicated colleagues, we place over £230m 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.

Roles & Responsibilities:

As a Commerical Account Manager, you will be responsible for:

• Assisting Account Executives in managing a portfolio of commercial insurance clients.
• Process insurance policies, endorsements, and renewals accurately and efficiently.
• Liaising with our clients to gather necessary information for underwriting purposes.
• Provide exceptional client service by promptly addressing any inquiries and concerns.
• Collaborate with underwriters to negotiate terms and coverage on behalf of clients.
• Prepare accurate documentation and maintain client records in compliance with regulatory standards.
• Support claims management by facilitating communication between our clients and our claims departments.
• Stay updated on industry trends, insurance products, and regulatory changes.

Key Performance Indicator:

• Client satisfaction ratings.
• Timeliness and accuracy of policy processing.
• Renewal retention rates.
• Efficiency in handling client inquiries and requests.
• Compliance with regulatory standards and internal procedures.

Key Relationships:

• Commercial Account Executives.
• Broking Leaders
• Insurer Underwriters
• Internal support staff.

Salary: Based on experience

Hours: Full-time

Holidays: 25 days holiday plus 8 bank holidays (increases to 28 after 5 years’ service and 30 after 10 years’ service) pro-rata

Income Protection: 75% of annual salary (paid after 6 months) for up to 5 years

Life Insurance: 4 X annual salary

Medicash

Access to Cycle to Work Scheme

To Apply, please email: Paul Brookbanks pbrookbanks@drpinsurance.com