Hannah Inman
Weston-super-Mare
Summary
Detail-oriented professional with strong organisational and time management skills, effectively managing busy workloads and meeting deadlines. Communicates clearly with clients and colleagues, ensuring smooth interactions. Experienced in insurance administration and office management, skilled in Microsoft Office and Open GI. Supports financial accuracy through petty cash handling and HR processes with effective holiday and sickness tracking.
Overview
1
1
Certification
26
26
years of professional experience
Work history
Insurance Technician
Mark Richard Brokers
2004.07 - 2026.06
- Processed new business, renewals, MTAs, cancellations, and policy documentation to ensure accurate coverage for clients
- Liaised with insurers, underwriters, and clients to resolve queries and enhance customer satisfaction
- Maintain FCA compliance and internal procedures
- Confident use of Open GI for data entry and policy processing
- Process client transactions and manage credit agreements through PLaSMA
- Managed office administration tasks including petty cash, expenses, invoices and holiday and sickness tracking
- Assist with health and safety procedures
Insurance Advisor
Direct Line Insurance
2000.04 - 2004.06
- Advised customers on suitable insurance products
- Delivered exceptional customer service and developed strong client relationships, enhancing customer satisfaction and retention
- Processed insurance quotations, amendments, and customer queries, ensuring timely responses and accurate information for clients
- Consistently met service and quality targets
- Ensured accurate data entry and compliance
- Provided product expertise and training to colleagues nationwide, enhancing their product knowledge and effective system use
Education
GCSEs - English, Maths, Science and core subjects
Worle Comprehensive School
Weston-super-Mare, North SomersetBusiness, Media Studies and Substance Misuse (Levels 1 and 2)
Weston College
Weston-super-Mare, North Somerset 1994.09 -
Skills
- Insurance processing
- Document accuracy
- IT skills – Microsoft Office, email systems, Open GI, PLaSMA and general computer proficiency
- Workload management
- Effective prioritisation
- Administrative support
- Expense management
- Absence management
- Problem solving – resolving issues calmly and efficiently
- Communication – clear, professional interaction with clients, colleagues and insurers
Certification
- Foundation Insurance Test (FIT)
- Monthly insurance exams
- Compliance training
- Professional development courses
References
References available on request
Activities
Spend time with family, Walking, Ancestry research, Swimming, Watching sporting events
Affiliations
- Ancestry research
- Spending time with family
- Swimming and walking
- Watching sporting events
References
References available upon request.
Timeline
Insurance Technician
Mark Richard Brokers
2004.07 - 2026.06
Insurance Advisor
Direct Line Insurance
2000.04 - 2004.06
Business, Media Studies and Substance Misuse (Levels 1 and 2)
Weston College
1994.09 -
GCSEs - English, Maths, Science and core subjects
Worle Comprehensive School