Motor Fleet Technician

Job Description

Motor Fleet Technician

Job Market - Insurance

Motor Fleet Technician - About the role

To undertake all aspects of mid-term adjustments and deal with and allocation of monthly renewals within the Motor Fleet Insurance Team.

Motor Fleet Technician - Key duties

To ensure a professional and expedient level of service is maintained in line with Group and Divisional competency framework and best practice.

Renewal of policies to an 80% retention level each month

Driver referrals (including obtaining additional information from agent where needed)

Request relevant additional information required by underwriters from agents to enable them to consider requests further and vice versa

Issuing of cover notes and green cards as necessary

Scanning of documents and attaching emails on to policy on system

Ensure adequate contact is kept with sub-agent and underwriters during any of the processes to finalise matters

To promptly convey instructions, premium and terms to underwriters and agents

Issue other relevant integrated documents to accompany debit/credit notes

Update MI/Statistics as necessary

Advise agents of acceptance/refusal of cover and provide written confirmation of terms as necessary

Ensure replies received from underwriters where necessary and that agent informed accordingly

Liaising with agent and underwriters in order to resolve issues

Ensure that files are correct and up to date at all times

Check and issue policy documents and certificates to agents

Close documentation to underwriters

Processing of finance agreements (includes on-line renewal of existing Premium Credit finance agreements)

Maintain own diary system in line with Divisional/Group Best Practices

Investigate and resolve accounts queries as requested

Obtain updated claims experiences from previous insurer

Process amendments using underwriters computer system where necessary

Negotiate with underwriters and sub-agents on indemnity issues with the aim of resolving to the client’s satisfaction

Motor Fleet Technician - Key requirements

Minimum of 5 GCSE at grade C or above or equivalent, including Maths and English

Fleet/Motor experience - minimum of 12 months

Ability to confidently converse with sub agents, underwriters and colleagues both verbally and in writing.