Location: Stockport, Manchester

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, we place 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 the 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 business 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.

Being independent makes a key difference to our clients, giving our brokers the freedom to deliver the best solutions, tailored to meet their business needs. Coupled with our collaborative team approach, single platform worldwide and renowned personal service, we are the independent broker of choice.

Summary of position

Lloyd Bolam is a broker based in Stockport and is part of one of the UK’s largest independent brokers, DR&P Group. We specialise in mid/large commercial business across all sectors. We pride ourselves on our professionalism and the excellent service provided to our clients. This is an excellent opportunity for an experienced insurance professional looking for a new and unique challenge in a brokerage that has a highly respected reputation in the UK market.

Key responsibilities & accountabilities

• Client Acquisition – Proactively identify and pursue new business opportunities. This will mostly be driven by your own prospecting; however, leads will occasionally be provided by the wider group’s telemarketing team. Must be able to work towards realistic and achievable income targets. Cases won by the branch director will largely be passed onto the successful applicant, which would form part of the applicants book of business.
• Client Relationship – Build and maintain strong relations with potential clients, understanding their insurance needs in order to provide tailored solutions at both the new business stage and throughout the broker/client relationship. Work well with account handlers to ensure a smooth onboarding process.
• Business Retention – Ensure retention of clients you have acquired by project managing accounts, ensuring excellent delivery of service, conducting mid-term and renewal meetings. You will have support from a strong account handling team to handle admin tasks such as mid-term adjustments.
• Negotiation – Conduct negotiations to secure favourable terms and agreements.
• Compliance – Ensure staying on track with both industry trends and regulatory requirements and standards.
• Sales Reporting – Provide regular reports on new business activities, achievements and challenges.

What we’re looking for

• Cross-class commercial insurance experience.
• Exemplary customer service skills with the ability to build solid relationships with clients & colleagues.
• Tenacious, with experience of working in a target-driven & fast-paced environment.
• Must be able to generate own leads & follow these up to build a strong pipeline of potential clients.
• Strong market & insurer knowledge & relationships.
• Ability and flexibility to work as part of a team or independently.
• Industry qualifications are desirable but not essential.

What’s in it for me?

• A highly ambitious team that works collaboratively to achieve your personal and professional goals whilst being a significant contributor to the overall success of the organisation
• 25 days holiday+ 1 day birthday leave (+8 recognised public and bank holidays)
• Career progression
• An exciting and collaborative professional environment
• A position in a secure company experiencing rapid growth
• Competitive holiday allowance
• Death in-service cover of 4 x salary
• Company pension scheme
• Sickness policy
• Competitive salary and excellent bonus system
• Top-tier mileage allowance
• Support with industry qualifications

To apply, please send your CV and cover letter to: joinus@bmsgroup.com

Location: Birmingham

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, we place 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 the 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 business 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.

Being independent makes a key difference to our clients, giving our brokers the freedom to deliver the best solutions, tailored to meet their business needs. Coupled with our collaborative team approach, single platform worldwide and renowned personal service, we are the independent broker of choice.

Summary of position

We’re looking for an experienced Commercial Insurance Account Executive to join the busy team, responsible for managing and developing a portfolio of insurance clients, delivering tailored insurance solutions, and driving revenue growth. The role focuses on building long-term client relationships, leading renewal and new business activity, and working closely with Account Handlers to ensure excellent service delivery.

Key responsibilities & accountabilities

Client Management & Relationship Building

• Act as the main point of contact for assigned clients, providing strategic insurance advice
• Build and maintain strong, long-term relationships with clients through regular engagement
• Lead client meetings, presentations, and renewal discussions
• Ensure a high standard of service and client satisfaction at all times

New Business & Growth

• Identify and pursue new business opportunities through networking, referrals, and existing relationships
• Expand existing accounts through cross-selling and up-selling insurance products
• Achieve individual and team revenue and retention targets
• Develop and present tailored insurance proposals to prospective clients

Renewals & market negotiation

• Lead renewal strategies and negotiations with insurers and underwriters
• Obtain competitive terms and coverage aligned with client risk profiles
• Collaborate with Account Handlers to ensure renewals and mid-term adjustments are processed accurately and on time

Technical & compliance

• Provide technical insurance advice across relevant product lines
• Maintain a strong understanding of market conditions and insurer appetite
• Ensure all activity complies with FCA regulations and Treating Customers Fairly (TCF) principles
• Accurately document advice, decisions, and client communications

Internal collaboration

• Work closely with Account Handlers, claims teams, and placing teams to deliver a seamless service
• Support and mentor junior team members where required
• Contribute to process improvements and business development initiatives

What we’re looking for

• Proven experience as an Insurance Account Executive, Account Manager, or similar role
• Strong knowledge of commercial insurance products and the broking market
• Commercially focused with a strong track record of revenue generation
• Ability to manage a portfolio of clients independently
• Established insurer and market relationships would be beneficial but not essential
• Experience acquiring and converting new business
• Excellent communication, presentation, and negotiation skills

What’s in it for me?

• A highly ambitious team that works collaboratively to achieve your personal and professional goals whilst being a significant contributor to the overall success of the organisation
• 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
• Medicash Cash Plan
• Income Protection
• Access to Cycle to Work Scheme

To apply, please send your cv and cover letter to: joinus@bmsgroup.com

Location: Horsforth, Leeds

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; we place 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 the 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.

Being independent makes a key difference to our clients, giving our brokers the freedom to deliver the best solutions, tailored to meet their business needs. Coupled with our collaborative team approach, single platform worldwide and renowned personal service, we are the independent broker of choice.

Summary of position

As a Claims Handler at our business, you will be responsible for managing insurance claims on behalf of our clients, ensuring efficient and effective resolution while providing exceptional customer service. Working closely with clients, insurers, and other stakeholders, you will assess claims, negotiate settlements, and advocate for the best possible outcome for our clients. Your expertise in insurance products, strong communication skills, and dedication to client satisfaction will be instrumental in delivering a seamless claims experience.

Key responsibilities & accountabilities

• Claims Management: Handle a portfolio of insurance claims across various lines of business, including but not limited to property, casualty, liability, and commercial insurance.
• Client Advocacy: Act as the primary point of contact for clients throughout the claims process, advocating on their behalf to ensure fair and timely resolution of claims.
• Negotiation: Negotiate with insurers and third-party representatives to achieve optimal claim settlements, taking into account policy terms, legal considerations, and client interests.
• Documentation: Prepare and maintain accurate records of claim-related communications, activities, and payments, ensuring compliance with company procedures and regulatory requirements.
• Customer Service: Provide responsive and empathetic customer service to clients, addressing inquiries, concerns, and requests for assistance related to claims.
• Loss Prevention: Identify and implement proactive measures to minimise the risk of claims, such as recommending risk management strategies and coverage enhancements to clients.
• Continuous Improvement: Stay abreast of industry developments, emerging trends, and changes in insurance regulations to enhance expertise and improve claims handling experience.

Key Performance Indicators

• Claims Closure Rate: Achieve targets for timely resolution and closure of insurance claims within established service level agreements
• Client Satisfaction: Maintain high levels of client satisfaction by delivering prompt, transparent, and empathetic service throughout the claims process
• Settlement Accuracy: Ensure the accuracy and fairness of claim settlements by conducting thorough assessments and negotiations in accordance with policy terms and client needs
• Claims Cost Management: Manage claims costs effectively to minimise financial impact on clients and insurers while maximising value and coverage benefits
• Compliance Adherence: Ensure compliance with regulatory requirements, industry standards, and company policies governing claims handling activities

Key Relationships

• Clients: Build and maintain strong relationships with clients, serving as a trusted advisor and advocate in navigating the claims process
• Insurers: Collaborate with insurers to facilitate claims processing, negotiate settlements, and resolve coverage disputes on behalf of clients
• Third-Party Service Providers: Coordinate with loss adjusters, solicitors, repair contractors, and other external partners to support claims handling efforts and expedite resolutions
• Internal Teams: Work closely with our Account Executives and other internal departments to ensure seamless coordination and communication throughout the claims lifecycle

What we’re looking for?

• Relevant experience in commercial insurance claims or account management and/or customer service roles
• Insurance industry certifications, such as Cert CII (training support provided by the business to help with qualification progress)
• Familiarity with insurance brokerage operations and procedures is beneficial
• Strong understanding of commercial insurance products and terminology
• Excellent communication and interpersonal skills
• Attention to detail and accuracy in data entry and documentation
• Proficiency in insurance software (Acturis desirable) and Microsoft Office suite
• Problem-solving and decision-making abilities
• Client-focused mindset with a commitment to delivering exceptional service
• Knowledge of regulatory requirements and compliance standards in the insurance industry

What’s in it for me?

• A highly ambitious team that works collaboratively to achieve your personal and professional goals whilst being a significant contributor to the overall success of the organisation
• 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
• Medicash Cash Plan
• Income Protection
• Access to Cycle to Work Scheme

To apply, please send your CV and cover letter to: joinus@bmsgroup.com

Location: Manchester

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; we place 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 the 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.

Being independent makes a key difference to our clients, giving our brokers the freedom to deliver the best solutions, tailored to meet their business needs. Coupled with our collaborative team approach, single platform worldwide and renowned personal service, we are the independent broker of choice.

Summary of Position

In this New Business Commercial Underwriter role, you will focus on high-quality new business underwriting and building strong working relationships with Brokers. You will be proactive and confident when dealing with a panel of brokers, enabling you to maximise business through the delivery of exceptional customer service and attractive deals.

Key Responsibilities & accountabilities

• Underwrite and price new business profitability accurately
• Determine the desirability of accepting or rejecting business risks
• Identify the need, recommend and evaluate additional risk assessment information
• Maintain and develop business relationships with brokers by regular contact and to keep abreast of their issues
• Assist colleagues with technical and procedural aspects of underwriting

What we’re looking for

• Good understanding and knowledge of the insurance industry
• The successful candidate will likely have a proven track record in writing new business and being able to build strong business relationships
• Proven track record of working to and achieving individual targets
• Experience using SchemeServe would be beneficial but by no means essential
• Proficient in MS Office and with aptitude to use other MS Windows-based software
• Excellent interpersonal, communication and negotiation skills
• Ability to build strong working relationships and deliver exceptional customer service

What’s in it for me?

• A highly ambitious team that works collaboratively to achieve your personal and professional goals whilst being a significant contributor to the overall succes of the organisation
• 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
• Medicash cash plan
• Income Protection
• Access to Cycle to Work scheme.

To apply, please send your CV and cover letter to: joinus@bmsgroup.com

Location: Stockport, Manchester

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; we place 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 the 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.

Being independent makes a key difference to our clients, giving our brokers the freedom to deliver the best solutions, tailored to meet their business needs. Coupled with our collaborative team approach, single platform worldwide and renowned personal service, we are the independent broker of choice.

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.

Key Responsibilities & Accountabilities

Account Management:

• Developing a clear understanding of customers’ requirements
• Collate, analyse and present market quotations in line with clients’ requirements
• Identify cross-sell opportunities within your market and for the wider group
• 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 issues
• Ownership of delivery of tasks and proactively managing your workload
• Contribute to accurate budgeting, forecasting, and revenue tracking for the client portfolio

Policy, Process and Procedures:

• Update all internal systems as per process, ensuring we remain compliant
• 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 contracts, 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.

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 your clients’ expectations and support with retention and 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

What we’re looking for

Experience & Qualifications:

• Experience of working within the Employee Benefits industry encompassing all products with focus on Private Medical Insurance (including associated benefits)
• Group Risk experience desirable but not essential
• Experience in client service industry
• Be Cert CII qualified or agreeable to becoming qualified

Skills & Behaviours:

• Solution driven
• 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

What’s in it for me?

• A highly ambitious team that works collaboratively to achieve your personal and professional goals whilst being a significant contributor to the overall success of the organisation
• Discretionary annual bonus linked to the business hitting KPI’s
• 25 days holiday + 1 day birthday leave (+8 recognised public and bank holidays)
• Company Pension Scheme
• Company Social Events
• Life Cover
• Medicash Cash Plan
• Income Protection
• Access to Cycle to Work Scheme

To apply, please send your cv and cover letter to: joinus@bmsgroup.com

Location: Paisley, Scotland

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, we place 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 the 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 business 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.

Being independent makes a key difference to our clients, giving our brokers the freedom to deliver the best solutions, tailored to meet their business needs. Coupled with our collaborative team approach, single platform worldwide and renowned personal service, we are the independent broker of choice.

Summary of Position

D2 Corporate Solutions Ltd is a specialist insurance broker based in Paisley, Scotland. We are currently looking to recruit an experienced commercial account handler to join our growing team in the Paisley office. We offer an exciting, professional environment with ample opportunity for career progression.

Key Responsibilities & Accountabilities

• Providing assistance and support to a number of Account Executives
• Responsible for servicing a portfolio of key clients
• General administration including renewals, mid-term adjustments, MID updating, extensions to covers, invoicing, declarations and handling client queries
• Issuing of policy documentation and certificates to clients
• Processing invoices on Acturis database & issuing to clients along with supporting documentation – renewal/MTA/declarations
• Diary management using Acturis
• Creating Pre Renewal financial forms
• Updating of Excel spreadsheets (renewal spreadsheets)
• Quality control and ensuring high standards of customer service
• Checking and issuing documentation to clients
• Building relationships with new and existing clients skills, knowledge and qualifications
• Minimum of 3 years commercial insurance experience
• Good understanding of the commercial insurance market
• Comprehensive knowledge of commercial insurance products
• Fluency and confidence in dealing with customers over the phone or face to face
• Ability and flexibility to work as part of a team
• Ability to negotiate with insurers

What we’re looking for

• 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
• Knowledge of FCA regulations and compliance requirements

What’s in it for me?

• A highly ambitious team that works collaboratively to achieve your personal and professional goals whilst being a significant contributor to the overall success of the organisation
• 24 days holiday + 1 day birthday leave (+9 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

To apply, please send your CV and cover letter to: joinus@bmsgroup.com

Through our Diversity, Equity and Inclusion (DE&I) vision, we are committed to ‘building a culture of belonging for all, valuing diverse perspectives and embracing authenticity.’ As such, we created our ‘BMS Together’ programme, with dedicated training, collaborative committees and intentional partnerships.

Please let our team know if you require any adjustments to support you through the application process.

Location: Manchester

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, we place 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 the 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 business 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.

Being independent makes a key difference to our clients, giving our brokers the freedom to deliver the best solutions, tailored to meet their business needs. Coupled with our collaborative team approach, single platform worldwide and renowned personal service, we are the independent broker of choice.

Summary of Position

The Account Handler will provide 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

• 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

What we’re looking for

• Proven experience in an insurance broking or underwriting environment dealing with household, high net worth, motor fleet & property owners insurance
• 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
• Knowledge of FCA regulations and compliance requirements

What’s in it for me?

• A highly ambitious team that works collaboratively to achieve your personal and professional goals whilst being a significant contributor to the overall success of the organisation
• 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
• Medicash Cash Plan
• Income Protection
• Access to Cycle to Work Scheme

To apply, please send your CV and cover letter to: joinus@bmsgroup.com