Position Title: Commercial Client Manager
Department: Broking
Location: North West (Southport)
Contract: Full-time
Introduction:
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 300 dedicated colleagues and place over £230m premium with direct access to Lloyd’s of London and other specialist international markets.
Following a sustained period of growth, where DR&P Group has acquired multiple insurance businesses in the past 24 months, the group is now embarking upon an exciting business change program focused on streamlining, transforming, and integrating multiple business processes and systems.
Responsibilities:
* Assisting Account Executives in managing a portfolio of commercial insurance clients.
* Processing insurance policies, endorsements, and renewals accurately and efficiently.
* Liaising with our clients to gather necessary information for underwriting purposes.
* Providing exceptional client service by promptly addressing any inquiries and concerns.
* Collaborating with underwriters to negotiate terms and coverage on behalf of clients.
* Preparing accurate documentation and maintaining client records in compliance with regulatory standards.
* Supporting claims management by facilitating communication between our clients and our claims departments.
* Staying updated on industry trends, insurance products, and regulatory changes.
Key Performance Indicators:
* Client satisfaction ratings.
* Timeliness and accuracy of policy processing.
* Efficiency in handling client inquiries and requests.
* Compliance with regulatory standards and internal procedures.
Key Relationships:
* Commercial Account Executives.
* Internal support staff.
Salary: Based on experience
Hours: Full-time
Holidays: 25 days holiday plus 8 bank holidays (increases to 28 after 5 years’ service and 30 after 10 years’ service) pro-rata
Income Protection: 75% of annual salary (paid after 6 months) for up to 5 years
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