Motor Fleet Account Handler

Cameron James Professional Recruitment; Liverpool; On-site; GBP 31,500 - 38,500; Full time

Benefits offered by this job

Excellent employee benefits

Office-based role in Liverpool

Job summary

Cameron James Professional Recruitment is seeking a Motor Fleet Account Handler for a Liverpool-based, full-time role in a commercial insurance broker. You will manage a portfolio of fleet and multi-vehicle clients, delivering tailored policy administration and proactive customer service.

Responsibilities include handling client and insurer enquiries, processing amendments, and maintaining accurate CRM records.

Qualifications

• Experience in commercial insurance or fleet administration.
• Strong organizational and attention to detail.
• Excellent communication and relationship-building skills.

Responsibilities

• Support onboarding and ongoing management of fleet, multi-vehicle and commercial motor insurance clients.
• Handle day-to-day client and insurer enquiries via telephone and email.
• Process policy amendments and mid-term adjustments efficiently.
• Maintain CRM and policy administration records with renewal dates and deadlines.
• Collaborate with underwriters, insurers and colleagues to resolve policy queries.

Skills

Commercial insurance

Fleet administration

Client relationships

Tools

CRM systems

Job description

Motor Fleet Account Handler

Salary - up to £35,000

Location: Liverpool

Are you passionate about delivering exceptional customer service and building strong client relationships? Do you have experience in commercial insurance or fleet administration and enjoy working in a fast-paced environment?

We\'re looking for a Motor Fleet Account Handler on behalf of an expanding commercial insurance broker based in Liverpool. This is an excellent opportunity to become a key part of a business that values professionalism, teamwork and outstanding customer service.

The Role

As a Motor Fleet Account Handler, you\'ll support the management of a portfolio of new and existing commercial clients, specialising in fleet and multi-vehicle insurance. Acting as a key point of contact, you\'ll provide expert policy administration, process mid-term adjustments, respond to client enquiries and ensure every customer receives tailored support that meets their business needs. Working closely with fleet managers, insurers and internal colleagues, you\'ll help deliver a seamless client experience while building long-term relationships based on trust and service excellence.

Key Responsibilities:

• Support the onboarding and ongoing management of fleet, multi-vehicle and commercial motor insurance clients.
• Handle day-to-day client and insurer enquiries via telephone and email, providing accurate and timely solutions.
• Process policy amendments, mid-term adjustments and administrative tasks efficiently.
• Maintain accurate records within CRM and policy administration systems, ensuring renewal dates and deadlines are effectively managed.
• Work collaboratively with underwriters, insurers and colleagues to resolve policy and cover queries.
• Build and maintain strong relationships with clients, insurers and key stakeholders.
• Deliver proactive customer service through regular client communication and account reviews.
• Identify opportunities to cross-sell a range of commercial insurance products and services.
• Keep up to date with industry developments, market trends and regulatory requirements.
• Ensure all work complies with internal procedures and FCA regulatory standards.

About You:

• Experienced within commercial insurance, fleet insurance or a customer-focused insurance environment.
• Highly organised with excellent attention to detail.
• A confident communicator with strong relationship-building skills.
• Comfortable managing multiple priorities in a busy office environment.
• Proactive, positive and committed to delivering outstanding customer service.
• Experienced using CRM or policy administration systems (desirable).

What\'s on Offer:

• Competitive salary.
• Excellent employee benefits package.
• Full-time, permanent office-based role in Liverpool.
• Supportive and collaborative working environment.
• Ongoing training and career development opportunities.
• Opportunity to join a growing and successful commercial insurance team.