Motor Trade Account Handler

Job Post London

Jobs Accountancy

Job Title – Motor Trade Account Handler
Contract – Permanent
Salary – £18,000 – £20,000
Location – Surrey
Industry – Insurance Broker (Insurance, Broker, Broking, Motor Trade, Account Handler)

Our client, a national broker with over ten regional offices, are seeking a Motor Trade Account Handler within their office in Surrey. You will be responsible for providing technical and administrative support to the Account Executives clients, ensuring customer expectations are exceeded.


·Complete the administration of client’s insurance requirements on a daily basis including, general enquiries renewals, midterm adjustments, obtaining quotations where necessary and completing cover notes
·Deal with incoming enquiries from clients, insurers and other third parties in a professional and timely manner
·Review the demands and needs of the client and provide considered and professional advice
·Liaise with insurers and other third parties regarding the administration of client’s insurance needs
·Accompany account executive on client and supplier visits as required.
·Ensure information systems are maintained and accounting procedures followed
·Adhere to all FCA regulations and requirement

In addition you will be expected to demonstrate:

·An understanding and application of common terminology and context in standard situations. Providing explanations to clients
·Knowledge and understanding of product features, benefits, exclusions, warranties
·Ability to tailor product offering to clients’ demands and needs
·Ability to understand concept of risk and exposure and how they affect the underwriting profile
·Understanding and application of fundamental legal and regulatory policy in relation to the insurance contract.
·Basic knowledge of financial security of insurers and ability to communicate this effectively to clients.
·Basic knowledge of claims principles.
·Ability to negotiate effectively

The successful candidate will possess:

·Competent communication skills – communicating clearly, concisely, effectively and professionally
·High level interpersonal skills – successfully adept at building relationships with clients and colleagues. Understanding clients’ needs and providing a favourable service
·Customer Focus – reacts positively and effectively to customer needs. Able to proactively identify trends and issues which affect clients.
·Problem solving – using information and resources to make effective day to day decisions
·Adaptability – able to accept change and adhere to new requirements in a positive manner
·Professional Integrity – understands and complies with the regulations and requirements set by the FCA or any other relevant regulatory body. Ability to apply principles of good practice
·Ideally the successful candidate will have experience of working within an Insurance Brokerage however training will be available for the right candidate who meets and demonstrates the Company Values and ethos.

If you have the relevant experience or know someone that does please contact us now on 0203 727 2317 or email us at

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Please Note: Due to the sheer volume of applications we receive, we will only contact successful applications. Therefore if you have not heard from us within 10 working days please deem your application as unsuccessful.

Contact: Lawes Consulting Group

ID #2941 Location London Industry Accountancy Type Full Time Role Motor Trade Account Handler Career Level Junior Presence Remote

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Full Time £20000 /Year

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