Motor Operations Associate Job (Remote)

Key responsibilities:

1. Sending quotes to new and renewal accounts to assist the motor sales team to follow up with the customer.
2. Understand the processes and procedures required to provide quotations & put forward suitable products (insurance companies) to meet the clients demands and needs.
3. Review documents submitted by sales team to ensure required quote information is provided.
4. Process quotes on insurer portals or submit quotes requests to insurers within the agreed timelines and required format.
5. Monitor the quotes dashboard on daily basis (salesforce) to deliver the quotes within the set turnaround time.
6. Follow up with insurers (email & calls) to secure the required pricing/quotes specifications.
7. Maintain thorough and accurate records by updating the required information and saving the documents on the CRM (salesforce & google drive) system for customer interaction.
8. Motor Fleet addition and deletions request by liaising with the insurance companies and customer.

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