About Ricardo
Ricardo is a 50-year-established financial services and automotive group, whose diverse portfolio spans insurance services, Hire Purchase financing, property-backed SME financing, financing advisory, and workshop operations — delivered through Ricardo Insurance Agency, Ricardo Cars, Ricardo Financial Services, Ricardo Advisory, and Ricardo Auto Centre.
As part of the Group, Ricardo Insurance Agency provides a comprehensive range of General Insurance solutions for individuals and businesses. Working with leading and trusted insurers, we help clients secure competitive coverage across motor, personal, travel, home, commercial, property, and other general insurance needs.
Role Description
We are looking for
Insurance Executives
and an
Insurance Supervisor
to support our fast-growing business.
The
Executive’s
responsibilities include:
Generate insurance quotations and liaise with insurers to support customers’ and partners’ insurance needs
Respond to customer and partner enquiries via email and WhatsApp in a timely and professional manner
Maintain accurate customer records and update information in the CRM system
Follow up on leads for prospective customers to support new business acquisition and conversion
Manage policy renewal processes, including proactive follow-up with customers and insurers to ensure timely renewals and retention
Maintain consistent and accurate filing systems for insurance policies and related documentation
Support customer relationship management activities through regular follow-ups and direct engagement through WhatsApp and email
The
Supervisor’s
responsibilities will also include:
Oversee daily operations, ensuring cases are followed up on, prioritised, and completed in a timely manner
Monitor service standards and proactively resolve or escalate outstanding issues to ensure prompt, professional customer and partner support
Supervise and guide the Executive team, driving operational discipline, accuracy, and consistent execution of processes
Role Requirements
At least 2 years of experience in general insurance, motor insurance, or a related insurance role
Good knowledge of General Insurance products and processes, including quotations, policy terms, NCD, claims, and insurer requirements
Completion of General Insurance papers (BCP, PGI & ComGI) will be a strong advantage
Good written and spoken English to communicate with diverse customers
Proficient use of insurer portals, CRM systems, Merimen, and Microsoft Office
Strong attention to detail, follow-through, and ability to manage multiple tasks efficiently
Good communication and customer service skills in engaging customers and partners
For Supervisor level:
Prior experience managing an operations team is required