Fleet Insurance Support Advisor– Competitive Salary + Excellent Benefits – Liverpool
Do you possess 2+ years’ experience as either a commercial account handler, account manager or at a commercial broker Are you confident handling day-to-day policy tasks while delivering outstanding service?
The Role
Patons Insurance is looking for a Fleet Support Advisor to join our commercial team in Liverpool. You’ll be supporting a portfolio of fleet and multi-vehicle clients, helping manage their policies from onboarding through to mid-term changes and renewals. This is a varied, customer-focused role where attention to detail and excellent communication are key. You’ll work closely with fleet managers, underwriters, and your colleagues to ensure each client receives clear advice and prompt support.
Please note- Only applicatants with previous insurance experience will be considered.
Key Responsibilities
- Work closely with our fleet managers to ensure seamless onboarding and account support for our growing portfolio of fleet, multi vehicle and commercial motor clients.
- Handle day-to-day queries and enquiries from clients and insurers via phone and email, ensuring timely and accurate responses.
- Maintain accurate records in the CRM and policy administration systems, tracking deadlines and renewal dates.
- Collaborate with underwriters, and internal colleagues to resolve complex cover queries and policy issues.
- Deliver outstanding customer service, building trust and long-lasting client relationships through regular reviews and proactive communication.
- Stay informed on industry trends, competitor offerings, and regulatory changes affecting fleet operations.
- Build and nurture strong relationships with clients and Insurers.
- Ensure data is recorded in an accurate and consistent format.
- Cross selling a range of Commercial Insurance services into our customers.
- Maintain all internal processes and procedures in line with business and regulatory requirements.
- Provide outstanding customer service.
About Our Company
Patons Insurance has been providing reliable insurance services since 1957. We specialise in taxi, fleet and motor trade insurance, offering clients cover that suits their business needs. Our team is committed to making insurance straightforward and stress-free, with excellent service at the core of everything we do.
The Benefits
- A negotiable, competitive annual salary and benefits package
- A generous, performance related bonus plan.
- Death in Service plan (After probationary period)
- Private Medical Cover (After probationary period)
- Generous annual leave entitlement increasing after 2 years continues service.
- Friendly and supportive environment.
- Workplace pension.
- Supported insurance qualification programme.
- Wellbeing support.
- Access to online discounted marketplace delivered via our online portal.
The Person
- 2+ years’ experience in a commercial insurance support role, such as account handler or account manager.
- Experience with fleet or multi-vehicle policies is an advantage.
- Strong communication skills, both written and verbal.
- Excellent attention to detail and confident using CRM or policy systems.
- A problem-solver with a client-focused approach.
- Able to work well independently and as part of a team.
If this role sounds like the right fit for your skills, apply today and we’ll be in touch
