Client Relationship Specialist

2 days ago


Croydon, Greater London, United Kingdom Finitas Full time
About the Role

We are seeking a skilled Account Handler to join our team in South London. As part of our insurance brokerage services, you will work closely with clients to understand their needs and provide tailored insurance solutions.

Your primary responsibilities will include:

  • Servicing existing clients and identifying opportunities for growth
  • Reviewing client demands and needs to advise on the most suitable insurance products
  • Processing new business, renewals, midterm adjustments, and lapses in accordance with company procedures and FCA regulations

In return for your expertise, we offer a competitive salary of up to £35,000 per annum, along with opportunities for professional development and career progression within our dynamic organization.



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