High Net Worth Insurance Account Handler, (JJ Yates & Co - David Roberts & Partners)

BMS Group; Manchester; On-site; GBP 27,000 - 36,000; Full time

Benefits offered by this job

Pension scheme

Company events

Discretionary bonus

Life cover

Medicash

Income protection

Cycle to work

Birthday leave

Job summary

BMS Group is seeking an Account Handler to provide day-to-day client support and policy administration across the lifecycle. You will work with Account Executives to ensure accurate policies, timely renewals and high-quality service.

Responsibilities include liaising with insurers, preparing documentation, and maintaining regulatory compliance while expanding relationships with clients and underwriters. Hybrid working options available in the UK.

Qualifications

• Proven experience in insurance broking or underwriting with household and high net worth exposures.
• Strong organisation and attention to detail, able to manage multiple tasks to deadlines.
• Excellent written and verbal communication with clients and insurers.
• Knowledge of FCA regulations and compliance requirements is needed.
• Experience in Acturis and MS Office applications is essential.
• Customer-focused approach with professional service standards.

Responsibilities

• Be primary contact for clients, handling enquiries promptly and professionally.
• Administer new business, renewals, mid-term adjustments and cancellations.
• Prepare schedules, endorsements, certificates and invoices.
• Liaise with insurers/underwriters to obtain quotations and confirm cover.
• Ensure accurate client and policy records and regulatory compliance.
• Support Account Executives with renewals and insurer negotiations.
• Identify cross-sell or up-sell opportunities where appropriate.
• Handle client queries and escalate complex cases when required.
• Maintain knowledge of products, insurers and market developments.
• Adhere to FCA regulations, TCF and company procedures.

Skills

Insurance broking

High net worth

Household & motor fleet

Organisational skills

Written & verbal comms

FCA regulations

Acturis

MS Office

Tools

Acturis

Microsoft Office

Job description

About DR&P Group

David Roberts and Partners was formed in 1977. Founded in Ormskirk, before moving to Southport, theorganisation has now grown into a family of independent insurance brokers.

With businesses spanning the UK and Europe. We have a team of over 350 dedicated colleagues, we place over >£600m 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.

About BMS

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.

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 & Accountabilities

• 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 new 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 KPls
• Life Cover
• Medicash Cash Plan
• Income Protection
• Access to Cycle to Work Scheme

Through our Diversity, Equality and Inclusion (DEI) vision, we are committed to 'building a culture of belonging for all, valuing diverse perspectives and embracing authenticity.'

As such, we have created our 'BMS Together' programme, with dedicated training, collaborative committees and intentional partnerships.

In support of our ESG vision, we offer two additional paid days each year to take part in charitable work. BMS offers flexible and hybrid working policies and we're happy to discuss options with you upon application.

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