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
We are growing the Portfolio Solutions Team at BMS and are seeking independent thinkers who are willing to do the work and seize the opportunity at hand.
The role in its initial phase will combine manual document extraction and data validation with contextual judgement: reading insurance contracts, pulling out the right fields, and in time, understanding whether the data sets produced meet specific criteria. The insurance component can be taught; the mindset cannot. A clear head, a methodical approach, and the ambition to eventually make our processes more efficient are the things that matter here.
Beyond the initial phase, we want the chosen candidate to match us in growth meaning where they take their role and career with us will be driven in large part by where they seek to drive it. Accuracy in this phase drives the quality of everything automated on top of it, and the people who understand the data by doing it are best placed to build the tools that replace it.
We are targeting school and university graduates who want to get stuck in, grow fast, and contribute to shaping how the team works and subsequently BMS. This role offers the opportunity to join a dynamic team that operates like a start up within an existing company. Already profitable, the team has experienced significant growth in the past year and it’s only the beginning.
What we’re looking for
Must-have skills
- Intermediate Excel skills – confident using formulas including VLOOKUP/INDEX-MATCH, SUMIF and IF, as well as filtering, sorting and basic formatting.
- Strong data entry accuracy – able to methodically extract information from insurance slips and Market Reform Contracts into structured spreadsheets, with a high level of precision.
- Good document literacy – comfortable reading detailed insurance documents and identifying information such as limits, premiums, attachment points, risk codes and coverage conditions.
- Strong cross-referencing and validation skills – able to compare extracted data against source documents, spot discrepancies and ensure information is accurate.
Nice-to-have skills
- Basic Python knowledge – some familiarity with simple scripting, CSVs or loops would be useful as the role develops towards greater automation.
- Advanced Excel skills – experience with Power Query, pivot tables or conditional formatting would be beneficial.
- Basic SQL knowledge – the ability to run or adapt simple database queries would be an advantage.
Soft skills
Must-have qualities
- Strong work ethic – comfortable doing detailed, repetitive work properly, particularly during the early stages of the role. Accuracy matters more than rushing through the task.
- Excellent attention to detail – able to spot small but important differences in documents and data, where even a minor error can affect the quality of the dataset.
- Intellectual curiosity – keen to understand how and why things work, ask sensible questions and look for better ways of doing things.
- Reliability and ownership – able to meet deadlines, raise blockers early and take responsibility for completing work properly.
- Clear communication – confident flagging when something looks wrong or unclear rather than making assumptions.
Nice-to-have qualities
- Process improvement mindset – able to notice repetitive tasks or patterns and think about how they could be improved or automated.
- Comfort with ambiguity – able to make sensible judgements when documents or instructions are not always perfectly consistent.
- Collaborative approach – willing to share context, document learning and make it easy for others to pick up or build on your work.
- Self-directed learning – proactive about learning new terminology, tools and processes while still asking questions when needed.
What’s in it for me?
This is a permanent role, offering a competitive salary and bonus, 27 days holiday, plus access to our personalised benefits platform, Your Rewards, including:
- comprehensive private medical cover for you and your dependents
- complimentary annual health checks
- access to a virtual 24hr GP
- gym subsidy & dedicated wellbeing support
- retail discounts
- opportunity to purchase equity
- defined contribution pension
- extra day’s leave to celebrate your birthday
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.
To apply to this opportunity, please forward your CV and any supporting documents to: joinus@bmsgroup.com and say that you learned about this role through iCAN.
