Commercial Insurance Broker

1 month ago


Croydon, Greater London, United Kingdom Finitas Full time

Finitas is delighted to offer an exciting opportunity for an ambitious Account Handler to join our dynamic team. This role involves servicing existing clients, identifying new business opportunities, and building strong relationships with clients and colleagues.

You will be responsible for handling 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:

  • Developing and executing strategies to grow existing client relationships and identify new business opportunities.
  • Providing exceptional customer service to existing clients, ensuring their needs are met and exceeded.
  • 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 3 years' 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: £30-£40k per annum.



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