Client Relationship Manager

1 week ago


Croydon, Greater London, United Kingdom Finitas Full time

We are seeking a highly motivated Account Handler to join our team at Finitas. As a key member of our team, you will play a vital role in servicing existing clients and identifying new business opportunities.

In this role, you will be responsible for managing incoming enquiries from clients, insurers, and other third parties, providing expert advice on insurance solutions, and ensuring that all client interactions are conducted in a professional and timely manner.

Main Responsibilities:

  • Providing exceptional customer service to existing clients, ensuring their needs are met and exceeded.
  • Identifying new business opportunities through proactive communication and relationship building.
  • Collaborating with colleagues to process client new business, renewals, midterm adjustments, and lapses in accordance with current procedures and FCA requirements.

Key Requirements:

  • A minimum of 1 year's experience in commercial insurance sales or account management.
  • An in-depth understanding of broking and underwriting processes.
  • A CII qualification or progression towards it.

Salary: £28-£35k per annum based on location in South London.



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