Referral Manager General Insurance

Amour Recruitment
Closing date
16 Oct 2020

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Contract Type
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Fancy working for one of the Sunday Times Best Small Companies to Work For in 2020?

Can you demonstrate good experience within General Insurance?

Want to be part of a business that has an excellent reputation in the Insurance industry?

We are working with a key business in the Insurance market, who have been a trusted partner with Amour Recruitment for many years. We have an opportunity for a Referral Manager to join their existing Referral Management team..

Salary is £19K, plus a company-wide bonus scheme and additional benefits

22 days holiday plus your birthday off!

Pension scheme offered.

This role is currently offered on a work from home basis due to Covid 19, however this business has great modern offices just outside of Cardiff.

The Role

This role will require you to complete inbound administrative Referral Management Team tasks, known as BAU (Business as Usual) and Exceptions work, as instructed by the team manager or specialist within the workflow process on a daily basis.

You will take inbound calls, make outbound calls and receive inbound Livechats from their broker and policyholder community, when you will field queries, transact requests and manage referrals.

You will be required to make decisions within your authority level using the underwriting guides provided by their insurer panel. You will be an expert in all underwriting guides content and insurer policy wordings and I will know where to find each of them and how to use them.

You will need to use your judgement to deal with complex cases and where necessary use the correct escalation process to ensure the relevant stakeholders are engaged, including insurers when appropriate.

You must have excellent attention to detail to provide comprehensive peer checking on work completed by colleagues, focusing on accuracy and positive communication. You will need to escalate any issues identified via the appropriate escalation process.

You must have excellent rapport building and communication skills to establish and maintain effective relationships with all levels of staff throughout the business, including all field based staff. Also establishing and maintaining effective relationships with all of their key contacts within their insurer panel.


• Have demonstrable experience within General Insurance (GI)
• Have an analytical mind along with a good eye for detail.
• Demonstrate good judgement and good decision making at all times.
• Have excellent verbal and written communication skills.
• Confidently work within my agreed licensing framework and authority level.
• Have excellent prioritisation skills, aided by careful planning allowing me to deliver to deadline.
• Have good IT, maths and statistics skills.
• Be approachable and receptive to feedback.
• Be Chartered Insurance Institute (CII) qualified.

Apply immediately for consideration
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