Insurance Account Handler - Training Provided

Founded in Ormskirk, before moving to Southport, the organisation has now grown into a family of independent insurance brokers. 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. 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. Coupled with our collaborative team approach, single platform worldwide and renowned personal service, we are the independent broker of choice. We are very excited to be offering this opportunity for an individual ready to start their career with a growing insurance brokerage that offers a professional and progressive environment. Established in 2009, Umbrella, now part of DR&P as of 2025 is a company grounded in the Insurance market as experts. We have built their business model on passion for our clients ensuring their financial security. The ethos behind our success is treating our clients’ businesses as our own, finding the best value cover or the most comprehensive policies for each business and individual. The service we provide is bespoke and individually tailored, all insurance packages are brokered with the client’s needs and security in mind. Supporting account handlers and account executives with processing of insurance policies Implementing end to end administration of claims Working with leading insurance providers to administer policies and claims for clients Working towards achieving Cert CII (Certified Chartered Insurance Institute) Being trained to manage renewals, policies, and claims administration Graduate degree with a minimum of 2.1 Minimum B/6 in English & Mathematics Working with leading insurance technologies, namely Acturis Regular one-to-one performance reviews to ensure your heading in the right direction Training with ‘Cert CII qualification offered Benefits: 33 days paid holiday (inc. Bank Holidays), Onsite gym, potential onsite parking Through our Diversity, Equity 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.