Motor Trade Renewal Handler
Edinburgh | Hybrid Working
Are you experienced in insurance and confident building relationships with customers? We’re looking for a Motor Trade Renewal Handler to join our team in Edinburgh, managing a portfolio of existing clients and helping deliver positive outcomes throughout the insurance renewal journey.
This is a great opportunity for someone with experience in insurance broking, underwriting, renewals or a customer focused insurance environment who enjoys speaking with customers, building relationships and finding the right solutions.
The Role
As a Motor Trade Renewal Handler, you’ll take ownership of a portfolio of motor trade insurance renewals from initial invitation through to completion.
You’ll proactively engage with customers ahead of their renewal dates, understand any changes in their circumstances and insurance requirements, and work with insurers where necessary to secure appropriate renewal terms.
Customer retention will be a key focus. You’ll build strong relationships with clients, identify potential barriers to renewal and provide a professional and consultative service that delivers positive outcomes for both the customer and the business.
What You’ll Be Doing
Managing a portfolio of motor trade insurance renewals from invitation through to completion
Proactively contacting customers to discuss renewal terms, changing circumstances and insurance requirements
Building strong relationships with clients and delivering excellent customer service
Identifying potential barriers to renewal and using appropriate retention strategies
Negotiating renewal terms with insurers where required
Processing renewals accurately and ensuring documentation is issued promptly
Maintaining regular contact with customers to secure renewal decisions and minimise policy lapses
Clearly explaining policy coverage, exclusions, endorsements and terms
Identifying opportunities to introduce additional products and services where appropriate
Handling customer enquiries and complaints professionally and efficiently
Supporting vulnerable customers in line with company and regulatory requirements
Contributing towards team retention, income and productivity ta...
Renewal Handler in Bonnyrigg employer: Vermelo RPO Careers
Join a dynamic and growing Financial Services business that values collaboration and innovation, offering a supportive work culture where your contributions are recognised and impactful. As a Central Functions Finance Business Partner, you will have the opportunity to engage with senior leaders, driving strategic financial decisions while benefiting from professional development opportunities and a commitment to employee growth. Located in a vibrant area, the company promotes a healthy work-life balance and fosters an environment where your expertise can flourish.
