Broker Technician / Account Handler - UK Finpro/ Fintech

TN United Kingdom; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading independent Broker seeks an Account Handler/Broker Technician for their Fintech team in London. The role involves client contact, managing accounts, and preparing documentation. Flexible working options and a competitive salary are offered, along with training and support.

Benefits

Flexible working options

Competitive salary

Excellent pension and benefits

Full training and support

Qualifications

• Previous experience as an Account Handler/Broker Technician required.
• Knowledge of Fintech and Finpro business is essential.

Responsibilities

• Assist brokers with renewals and new business opportunities.
• Prepare formal quotes and contract documentation.
• Manage allocated account list.

Skills

Communication

Organizational Skills

Multitasking

Tools

Word

Excel

Broking Systems

PPL

Job description

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Client:

Location:

London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

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Job Reference:

792089738029

Job Views:

2

Posted:

17.05.2025

Expiry Date:

01.07.2025

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Job Description:

Your new company

Your new role as an Account Handler/Broker Technician will be working for a leading independent Broker operating in the Lloyd's of London, Bermuda, European and International Specialty markets. They have market-leading capabilities and experience in the Financial, Professional and Casualty Lines sectors. With a broad, independent platform, they can deliver the best services and resources for our clients and broker partners. They partner with clients to deliver risk transfer solutions, claims advocacy and risk management services. Due to expansion in the Fintech team, a position for an Account Handler/Broker Technician has arisen.

Your new role

Your new role as an Account Handler/Broker Technician involves working in the Fintech team dealing with UK commercial FI. You will need MRC slip experience and will have client contact. You will work alongside the broking and claims teams. Duties include assisting brokers with renewals and new business opportunities, preparing formal quotes and contract documentation, reviewing and improving wordings if required, and preparing supporting documentation such as spreadsheets to track complex placements. Additional responsibilities include ensuring premiums are accurate, working with the finance team, loading placements onto PPL, tailoring solutions for clients and producers, and managing your allocated account list.

What you'll need to succeed

Previous experience as an Account Handler/Broker Technician dealing with commercial FI, D&O, and Cyber business is essential. Knowledge of Fintech and Finpro business on the UK side, strong verbal and written communication skills, and an understanding of the insurance regulatory environment are required. Ideally, you will have MRC slip experience and client contact experience. Strong computer skills (Word/Excel/Broking Systems/PPL), the ability to multitask and manage multiple projects, organizational and time management skills, and a willingness for continuous learning are also important.

What you'll get in return

Flexible working options are available. You will receive a competitive salary plus excellent pension and benefits. Support from directors is provided, and you will work within a team that offers full training and support.

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Created on 17/05/2025 by TN United Kingdom