Marie Morley

Insurance professional with over 18 years of experience across broking, insurer accounts, client servicing, renewals, quotations and policy administration. Experienced in both Open GI and Acturis systems, with a strong background in reconciliations, insurer settlements, client money, claims support and customer service. Alongside insurance roles, successfully self-employed since 2016, managing all aspects of an e-commerce business including finance, marketing, administration and customer service.

Insurance Support Representative (Remote) - Charter Insurance Brokers - Remote

(2024-09 - 2026-05)

• Processing policy renewals and reviewing cover requirements.
• Obtaining and comparing quotations from insurers.
• Managing incoming client and insurer correspondence.
• Chasing outstanding premiums and finance payments.
• Assisting with claims notifications and policy amendments.
• Maintaining accurate records and file notes using Acturis.
• Preparing documentation and supporting brokers with day-to-day administration.

Operations & Administration Coordinator (Part-Time) - South East Motorcycle Training

(2024-04)

• Managing course bookings, diaries and instructor availability.
• Handling customer enquiries, payments and administration.
• Maintaining records and supporting DVSA compliance requirements.

Small Business Owner - Bow Sew Cute Designs

(2016)

• Managing a successful online retail business selling handmade accessories and gifts.
• Product development, photography, SEO, listings and customer service.
• Maintaining accounts using Xero and preparing records for tax returns.
• Managing UK and international order fulfilment.

IBA Manager / Insurance Advisor - CDC Insurance - Broadstairs

(2008 - 2014)

• Responsible for monthly insurer account settlements using Open GI.
• Reconciling insurer accounts and investigating discrepancies.
• Chasing outstanding debts and investigating unallocated cash.
• Balancing daily cashbooks and reconciling petty cash.
• Training new members of staff.

Insurance Advisor - Prestige Insurance - Margate

(2003 - 2008)

• Obtaining new business quotations and arranging renewals.
• Processing policy amendments, claims and finance agreements.
• Handling customer enquiries and maintaining accurate records.

Receptionist & Office Assistant - Elgate Products - Broadstairs

(2008 - 2008)

• Order processing, customer service and reception duties.
• Managing web orders and handling customer enquiries.

GCSEs - Clarendon House Grammar School

Bookkeeping - Open University

Xero Accounting & Bookkeeping Course

Tax Accounting Course

Diploma in HR, Bookkeeping and Payroll Management