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More healthy growth for independent insurance broker

TL Dallas is expanding after appointing two insurance brokers that specialise in the health and care industry.

Account executives, Rico Young and James Bright have joined TL Dallas from Marsh Commercial. They have almost 25 years’ combined industry experience and will be spearheading the firm’s health and care specialism.

Rico said: “After completing my business and economic degree, I started my career in general commercial insurance at SME Insurance Services Limited, before being headhunted by Bluefin Insurance, who were later acquired by Marsh Commercial. Gaining a promotion to account executive in 2018, I managed and grew a book worth £1.5m of gross written premium, with a diverse client portfolio. Experienced at insuring care homes, domiciliary care providers, doctors and dental surgeries, I also advise clients on ancillary policies including motor-fleet, property, management liability and cyber insurance to ensure any potential gaps in cover are addressed. I was keen to join an independent broker again and TL Dallas’s reputation for personal client service and caring for their people really stood out for me, as their values align with my own.”

James said: “I started my insurance career in personal lines insurance in 2005. I then moved to the commercial sector in 2013, working for Bluefin Insurance, which later becoming Marsh Commercial, taking on a new business role for care sector clients. In 2016 I started a management role focussed on growing the care department, looking after a team of account executives and brokers, while still liaising with key clients. In 2019, I went onto replicate the successes of the care division, setting up a new business department for the SME team, whilst also dealing with most types of commercial business, before returning to head up the health and care department in 2021.

“I really enjoy the work mitigating the risks that businesses face in the health and care sector, including medical malpractice and professional indemnity. I also work with clients to provide them with other vital cover, including management liability, cyber, engineering and property insurance. I’m thrilled to be joining TL Dallas. The firm is renowned in the industry for supporting its people and has an excellent team of talented brokers working across 12 UK offices.”

Polly Staveley, managing director at TL Dallas, said: “‘James and Rico are professional, technical brokers who have been working in the health and care sector for over 20 years. They understand the challenges faced by the sector and have access to specialist insurers that cover a wide range of insurance options for our clients.

“They will help us grow our market share in the health and care sector working with individual and large-scale multi-site care homes, children’s homes, foster care agencies, hospices, retirement homes, domiciliary care and supported living providers, charities, dental practices and GP surgeries, as well as with providers of complementary and alternative therapies.”

Head of commercial at TL Dallas, Tim Mortimer, added: “Our commercial division is going from strength to strength with a 15% uplift in business over the last financial year. Welcoming Rico and James to the team is a real highlight for us. Both are dedicated professional brokers who put clients first and have the technical knowledge and expertise to get the best policies in place for clients.”

Contact James Bright on 07984 143885 / James.Bright@tldallas.com or Rico Young on 07984 143758 / Rico.Young@tldallas.com, or contact the office on 01274 465 500 / care@tldallas.com

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“TL Dallas has provided trade credit insurance for the last 10 years, which has bought great peace of mind, whilst supporting the company’s growth. The TL Dallas team ensures that ACS can secure credit insurance cover for new and existing customers, as well as giving the best advice on slow payers and claims. They have recently helped with an appeal regarding the payment of a claim, helping with cash flow. The pride they take in their work is truly inspiring going above and beyond. Thank you for everything you have done and continue to do for ACS."
Leanne CleghornACS Technology Group Ltd
“We have dealt with TL Dallas for many years and have always found the staff to be very helpful and professional in all that they do. They are able to provide specialist knowledge and a bespoke service tailored to our specific needs, and the fact that they have an office on Shetland is a huge positive.”
Gary SpenceLHD Ltd - Lerwick
“Truly a job well done and really appreciate all the discussions on our behalf.”
“I have been most impressed by the customer service from TL Dallas when a problem was discovered in the bathroom of a property which I own, and which is rented out. They were very patient when personal issues caused a delay in a quote coming to them and again when there was a delay with the invoice. We also couldn't be more delighted with the swift payment of our claim by the claims handling team at Aviva.”
“Just a brief note to say how grateful I am for all your help sorting out the hotel policy this year. Over the years I have valued your cooperation in getting not only the most appropriate cover but at the best price.”
“I immediately recommended TL Dallas given the experience and the excellent service levels we have enjoyed at our company.”
“Three generations of Whitby Morrison have worked with TL Dallas for insurance needs. The support and service received just gets better year on year. The team are always on hand to offer guidance and advice whilst scouring the market for the perfect balance between price and product.”
“As a business we have worked with several members of the TL Dallas team, and yet it always feels like you’re dealing with the same person. The transition is always seamless, and their customer knowledge is second to none. As a client, you really do matter to them.”
"Whether you’re an established business, just starting out, publicly or privately owned, TL Dallas will take care of your every need, product, and price.”
Ed Whitby
“I just wanted to say once again how impressed I always am with your team – no matter who I speak to – and I think that’s very special. Your team are always excellent with their service and we always tell as many people as possible about you! I just wanted to pass this on, as you are clearly doing something very right and have been for a long time!”
“Thank you for your excellent service over the years.”
“Thank you so much for all your help and ongoing advice. It is so good to have someone advising us who is local and has so much understanding, not only of the business, but all the other influencing factors, as well and who totally understands what our business needs.”
Mary SharpShetland Control Systems Ltd
“TL Dallas has offered us consistent, transparent, and clear advice over the years. A trusting partnership was established from day one and we feel assured that we have value for money alongside the cover we need, which in turn gives us peace of mind.”
James RycroftManaging Director, Vida Healthcare.
We have been dealing with TL Dallas for over 30 years and have always found them to be efficient. They have created insurance policies that are tailored to our needs, which has helped us evolve the company. Like every business, you only find out how good an insurance company is when you need to make a claim. This has been effortless when this has occurred and I strongly recommend TL Dallas for your insurance needs.
Peter DurkinManaging Director, Mini Gears (Stockport) Ltd
We are so grateful that you helped to resolve a situation that was causing us great concern. After being badly let down by our previous insurance provider, and after seven months of emails, phone calls and lost documents, we decided to try elsewhere. After only one week of contacting TL Dallas, we had our policy sorted and at a much lower price, which in this current economic climate makes a huge difference to us. Your professionalism and knowledge of the Social Care Sector is second to none and we are so pleased that we took the decision to move to TL Dallas. We will definitely be recommending TL Dallas to our colleagues within the care sector, and we look forward to a long and enduring working relationship as we move our business forward.
Phoenix Day Care CICAdult day care provider
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