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: Leeds (Manchester considered)

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 currently looking to recruit an experienced Claims Executive to join the successful and growing team in our Leeds office, managing a portfolio of predominantly Motor (Fleet & Haulage) clients with some Liability (EL, PL, Accident at work) and, to a lesser extent, Financial Lines, Professional Indemnity and Property clients. We offer a vibrant, fast paced environment with ample opportunity for professional and personal development.

A highly client-facing role, the Claims Executive will act as the key conduit between clients and broking teams, and insurers ensuring the effective management of claims. Responsible for managing the overall claims process, helping clients aanalyse claims data providing forecast and risk management oversight, interpreting trends, navigating complex losses, and strengthen the offering of our total commitment to each of our clients and colleagues, being client-centric and collaborative.

Key Responsibilities

• The primary focus of this role is the focus on large client management in the Corporate client proposition for all claim types, maintaining all the required standards of our claims service delivery.
• Claims and incident analysis of client claims data for Claims defensibility, risk management assistance and data analytics
• Reviewing and analysing similar industry trends to proactively focus clients with preventative measures
• To be proactive in the arrangement and management of regular client claim review meetings, and attend such meetings fully prepared and produce accurate, up-to-date claims MI and claims updates
• Support the Account Executive and broking teams, as required, at renewal meetings, midterm meetings, and be their technical referral point for claims
• Produce Claims information and reports for client renewals and claims reviews, in good time and within specified deadlines
• Collaborate with colleagues in broking, claims and new business teams to ensure the provision of superior quality claims data, provision of our claims proposition to both existing clients and any prospective clients, driving for excellent client retention and supporting new business wins

What we’re looking for

• Broad Technical knowledge of all general classes of insurance, with the ability to read, understand & interpret policy wordings and explain how they impact claims to clients & colleagues alike
• Confident to challenge insurers on the interpretation of their own policies and apply it to claims, involving the wider team for awareness should escalation be required
• Able to present and host client face to face reviews, analyse claims data, spot trends and advise clients based on their claims performance, past, present & future
• Strong interpersonal and communication skills
• Ability to manage expectations in a professional manner
• Able to liaise with external and internal legal counsel to interpret their advice for our clients
• A robust understanding of business processes and performance levers
• Strong understanding of the internal and external Claims function, company performance, market intelligence, business drivers, etc
• Stakeholder management and strong communicator, including negotiation, contracting, consultancy, facilitation, influencing, presentation and communication 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: 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