Account Handler – New Business Focus

Fintelligent Search Ltd; Pennsylvania; Hybrid; USD 42,000 - 69,000; Full time

Benefits offered by this job

Hybrid working

Uncapped bonus potential

Study support towards Cert CII

Job summary

Fintelligent Search Ltd invites an Account Handler to drive new business across SME and commercial risks, leveraging strong broking knowledge to win clients and secure insurer terms.

You will gather risk information, prepare submissions and negotiate terms, while building lasting relationships with clients and insurers. The role offers hybrid working, uncapped earning potential, and Cert CII study support to promote professional growth.

Qualifications

• Commercial insurance broking experience, preferably SME or general commercial.
• Strong sales-driven mindset with ability to win new clients.
• Excellent ability to build relationships with prospects, insurers and colleagues.

Responsibilities

• Develop, manage and convert new-business opportunities across SME and commercial insurance.
• Build strong relationships with prospective clients, insurers and internal colleagues.
• Gather comprehensive risk information to secure accurate, competitive quotations.
• Prepare strong insurer submissions and market risks effectively.
• Negotiate terms and present recommendations, cover comparisons, conditions and exclusions clearly.
• Arrange cover across Property, Commercial Combined, Liability, Professional Indemnity, Contract Works and Motor Trade risks.
• Identify additional cover requirements, cross-selling opportunities and potential underinsurance issues.
• Support the wider team with commercial renewals and servicing activity when required.
• Maintain accurate records and ensure all activity meets FCA, Consumer Duty and fair-presentation requirements.

Skills

Commercial insurance broking

Sales-focused

Relationship building

Client communication

Education

Cert CII

Tools

Acturis

Job description

Account Handler – New Business Focus

Turn your commercial insurance knowledge into earnings—build relationships, win business and benefit from uncapped bonus potential.

Are you a commercially minded insurance professional who enjoys the buzz of winning new clients, but still wants to use your technical broking knowledge?

This role offers the chance to develop and convert new SME and commercial opportunities across a diverse product range. You will be central to the sales process—from understanding a prospect’s risks and securing insurer terms, to presenting a solution that genuinely meets their needs.

Package & Benefits

• Basic salary of £32,500
• Uncapped bonus potential
• Hybrid working available
• Study support towards Cert CII
• Broad exposure to SME and commercial insurance risks
• Opportunity to build a long-term new-business career in commercial broking

About the Company

Our client is an established, FCA-regulated commercial insurance brokerage providing tailored advice to SME and commercial clients. The business combines strong technical broking standards with a client-focused approach to growth and retention.

Key Responsibilities

• Develop, manage and convert new-business opportunities across SME and commercial insurance
• Build strong relationships with prospective clients, insurers and internal colleagues
• Gather comprehensive risk information to secure accurate, competitive quotations
• Prepare strong insurer submissions and market risks effectively
• Negotiate terms and present recommendations, cover comparisons, conditions and exclusions clearly
• Arrange cover across Property, Commercial Combined, Liability, Professional Indemnity, Contract Works and Motor Trade risks
• Identify additional cover requirements, cross-selling opportunities and potential underinsurance issues
• Support the wider team with commercial renewals and servicing activity when required
• Maintain accurate records and ensure all activity meets FCA, Consumer Duty and fair-presentation requirements

About You

• Commercial insurance broking experience, ideally within SME or general commercial business
• A naturally proactive and sales-focused approach
• Strong knowledge of products including Property, Liability, Professional Indemnity, Commercial Combined and Motor Trade
• Confident communicator with the ability to build rapport and explain technical insurance clearly
• Motivated by targets, client acquisition and uncapped earning potential
• Acturis experience would be advantageous
• Cert CII qualified, or willing to work towards it