BMS Group
Senior Account Handler / Team Leader
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Company: DR&P Group (as part of the BMS Group organisation)
Job Title: Senior Account Handler / Team Leader
Location: Northampton
Department: Commercial
Reporting to: Director
DR&P Group:
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 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.
BMS Group
BMS Group is a dynamic, independent, global broker established in 1980, delivering specialist insurance, reinsurance, and capital markets advisory services. BMS teams are respected globally for their specialist market knowledge, intelligent analysis, insight and understanding. Being independent makes a key difference both DR&P and BMS clients, giving our brokers the freedom to deliver the best solutions, tailored to meet your business needs. Both businesses are aligned on their collaborative team approaches, ability to operate worldwide and renowned personal service.
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Role Purpose
The Insurance Senior Account Handler / Team Leader will have leadership responsibility, oversee a small team, whilst providing 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
- Supervise, support, and develop a team of Account Handlers
- Allocate workloads and monitor performance to ensure service standards are met
- Act as a referral point for technical queries and complex cases. Deliver coaching, mentoring, and performance feedback
- 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
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Skills & Experience
Essential
- 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
Desirable
- Previous experience in a team leadership or supervisory role preferred
- Knowledge of FCA regulations and compliance requirements
What we offer:
- 25 days holiday (+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
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