Insurance System Lead; CRM​/PAS

Are you a hands-on Business Systems expert with deep insurance experience and a passion for building, optimising and owning CRM and PAS environments?

We’re partnering with a growing insurance group looking for a Business Systems Lead to take full ownership of their CRM and wider business systems landscape. This is a pivotal role supporting both broking and consultancy divisions, with real influence over pricing builds, scheme builds, quote & buy processes and operational optimisation.

This is not a strategy-only position, we need a technical, hands‑on systems leader who can configure, build and optimise in real time.

• Leading CRM configuration, workflows, dashboards and automation
• Managing pricing builds, scheme builds and quote & buy builds (essential)
• Supporting and optimising platforms such as  and related systems
• Managing integrations across finance, marketing and reporting tools
• Leading CRM migrations and decommissioning projects
• Acting as the internal subject matter expert across all business systems
• Supporting compliance, audits and UK data protection requirements
• Driving automation and AI‑related system initiatives

• Strong insurance sector experience (essential)
• Deep experience with pricing builds, scheme builds and quote & buy processes
• Strong understanding of workflows, automation, integrations and data governance
• Reporting capability (Excel, SQL, Power BI, Python or similar)
• Confident stakeholder engagement across technical and non‑technical teams
• Ability to manage multiple projects and priorities