Belfast-based independent insurance broker TL Dallas has appointed Tim Mortimer as chief executive, positioning the fourth-generation firm for enhanced customer experience delivery and managed growth according to a Belfast News Letter report.

Group managing director Polly Staveley transitions to executive chair, focusing on strategy, key clients, ambassadorial work, and selective acquisitions. The leadership evolution supports the firm's vision of remaining fully independent with no external investment and continued majority ownership by family and employees.

Mortimer joined TL Dallas six years ago as commercial managing director under a clear succession plan, playing a central role in developing commercial insurance operations and delivering significant year-on-year organic growth. He brings over 35 years insurance sector experience, having previously held senior regional roles at Smart & Cook, Bluefin, and Marsh Commercial.

During his tenure, Mortimer strengthened the group's Scottish footprint through acquisition of a 40-strong team in Inverness, Elgin, and Orkney, now operating as Nord Dallas and Caledonia Dallas. He supported further expansion through new regional offices and specialist propositions in Lincolnshire and North Yorkshire, alongside Cumbria operations.

Mortimer stated he remains proud and excited to lead a business with over a century of history, emphasising that TL Dallas represents a rare example of a large, truly independent insurance broker combining scale with personal client service approach.

Staveley noted the changes will support long-term strategic objectives whilst continued, well-managed growth remains essential to remain competitive in a consolidating broking market and secure optimal outcomes for clients.

Founded in 1919, TL Dallas now employs over 220 people across 14 UK offices and serves as a founding member of the UNA national alliance of independent brokers.

Explore how independent insurance brokers are enhancing customer experience through strategic leadership in the full story.