Our client is a 50-year-established financial services and automotive group, whose diverse portfolio spans insurance services, Hire Purchase financing, property-backed SME financing, financing advisory, and workshop operations - delivered through our client Insurance Agency, our client Cars, our client Financial Services, our client Advisory, and our client Auto Centre.
As part of the Group, our client Insurance Agency provides a comprehensive range of General Insurance solutions for individuals and businesses. Working with leading and trusted insurers, we help clients secure competitive coverage across motor, personal, travel, home, commercial, property, and other general insurance needs.
Role Description
- Calculate coverage premium estimates and coordinate with underwriters to fulfill insurance demands from patrons and associates
- Address consumer and associate questions across email and WhatsApp channels with high efficiency and professionalism
- Log accurate customer details and keep records updated within the corporate tracking database
- Pursue incoming business leads systematically to drive new account generation and successful conversions
- Oversee contract extension workflows, including forward-looking tracking with policyholders and carriers to secure consistent retention
- Maintain consistent and accurate filing systems for insurance policies and related documentation
- Nurture customer relationships through regular communication and direct interactions over WhatsApp and email
- Direct day-to-day administrative functions, ensuring accounts are tracked, organized by urgency, and resolved on schedule
- Monitor service standards and proactively resolve or elevate outstanding issues to ensure prompt, professional customer and partner support
- Manage and mentor the administrative team, fostering operational accountability, precision, and reliable execution of workflows
Role Requirements
- Possess a minimum of two years of active background within general lines, automotive insurance, or equivalent insurance positions
- Good knowledge of General Insurance products and processes, including quotations, policy terms, NCD, claims, and insurer requirements
- Completion of General Insurance papers (BCP, PGI & ComGI) will be a strong advantage
- Good written and spoken English to communicate with diverse customers
- Proficient use of insurer portals, CRM systems, Merimen, and Microsoft Office
- Strong attention to detail, follow-through, and ability to manage multiple tasks efficiently
- Good communication and customer service skills in engaging customers and partners
- For Supervisor level: Prior experience managing an operations team is required