Financial Risk Advisor

3 weeks ago


Croydon, Greater London, United Kingdom Finitas Full time
Job Description

Finitas, a leader in insurance brokerage, risk consulting, and employee benefits advice, seeks an accomplished Account Handler to join its dynamic team.

This role combines account servicing and business development, offering an exceptional opportunity for growth and advancement in the field of commercial insurance.

About the Position

The successful candidate will be responsible for maintaining strong relationships with existing clients, identifying new business opportunities, and driving growth in the region.

You'll work closely with clients, insurers, and other stakeholders to deliver tailored solutions that meet their unique needs and preferences.

This includes reviewing client demands, advising on suitable insurances, and processing new business, renewals, and lapses in accordance with industry standards.

We're seeking an individual with a strong background in commercial insurance, preferably with a CII qualification or progress towards one.

Key Responsibilities
  • Maintaining client relationships and identifying new business opportunities
  • Providing expert advice and guidance on commercial insurance products
  • Processing new business, renewals, and lapses according to industry standards
Compensation

We offer a competitive salary of £35,000 per annum, reflecting the company's commitment to attracting and retaining top talent in the industry.



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