Personal Motor Account Handler

• Prepare and manage quotations
• Liaise with the scheme insurer
• Issue compliant documentation
• Collect premiums
• Maintain accurate records in client’s CRM system
• Deal with new business, renewals and MTAs
• Ensure the database is kept updated and accurate
• Prepare and issue insurance documentation

• UK educated with excellent spoken English
• Broker experience in motor insurance is helpful but training can be provided
• Progress toward CII exams preferred
• Fluent in Microsoft Office
• experience with CRM systems (Dynamics preferred)
• Highly organised with strong communication and compliance awareness

• Broker experience in motor insurance is helpful but training can be provided
• Progress toward CII exams preferred
• experience with CRM systems (Dynamics preferred)

Work in a small, close-knit specialist team