Claims Handler

David Roberts & Partners (Insurance Brokers) Ltd; Leeds; On-site; GBP 23,000 - 32,000; Full time

Benefits offered by this job

25 days holiday + birthday leave

Company Pension Scheme

Company Social Events

Discretionary annual bonus

Life Cover

Medicash Cash Plan

Income Protection

Cycle to Work Scheme

Job summary

David Roberts & Partners (Insurance Brokers) Ltd is seeking a Claims Handler in Leeds to manage insurance claims for clients, coordinating with insurers and third parties to achieve fair settlements. The role emphasizes strong client communication and proactive service delivery.

You will work with clients, insurers, and internal teams to assess claims, advocate for clients, and ensure accurate documentation and timely resolution.

Qualifications

• 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.

Responsibilities

• Claims Management: Handle a portfolio of insurance claims across various lines of business.
• Client Advocacy: Act as the primary point of contact for clients throughout the claims process.
• Negotiation: Negotiate with insurers and third-party representatives to achieve settlements.
• Documentation: Maintain accurate records of claim-related communications and payments.
• Customer Service: Provide responsive and empathetic service to clients.
• Loss Prevention: Identify and implement proactive measures to minimise risk of claims.
• Continuous Improvement: Stay abreast of industry developments and regulatory changes.

Skills

Commercial insurance claims

Account management

Customer service

Communication skills

Regulatory knowledge

Education

Cert CII

Tools

Acturis

Job description

Location: Leeds Hours: Full Time Contract: Permanent Position: Claims Handler 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