Commercial Insurance Account Handler – Renewals

Fintelligent Search Ltd; Pennsylvania; Hybride; USD 43 000 - 50 000; Plein temps

Avantages offerts par ce poste

Hybrid working

Study support towards Cert CII

Exposure to broad commercial insurance

Résumé du poste

Fintelligent Search Ltd seeks an experienced Account Handler to manage SME and commercial client portfolios across a broad range of covers. The role focuses on renewals, mid-term adjustments, insurer negotiations and high-quality client service.

The ideal candidate has 2–3 years in commercial insurance broking, strong knowledge of policy wordings, and is Cert CII qualified or willing to pursue it. Hybrid working and study support are offered.

Qualifications

• 2–3 years’ commercial insurance broking experience.
• Strong knowledge of commercial lines products, policy wordings and exclusions.
• Cert CII qualified, or willing to work towards it.

Responsabilités

• Manage renewals and mid-term adjustments for SME and commercial clients.
• Obtain accurate risk information, including turnover, wage roll, sums insured and claims history.
• Prepare insurer submissions and risk presentations.
• Market risks, negotiate terms and present quotation comparisons to clients.
• Arrange cover across Property Owners, Commercial Combined, Liability, PI, Contract Works and Motor Trade risks.
• Review policy documents and endorsements for accuracy.
• Identify underinsurance and cross-selling opportunities.
• Support clients with claims notifications and liaising with insurers.
• Maintain records and regulatory documentation on the broking system.
• Ensure FCA Consumer Duty, GDPR compliance and fair presentation.

Connaissances

Commercial insurance broking

Insurer negotiation

Policy wording knowledge

Formation

Cert CII

Outils

Acturis

Description du poste

Fintelligent Search Ltd seeks an experienced Account Handler to manage SME and commercial client portfolios across a broad range of covers. The role focuses on renewals, mid-term adjustments, insurer negotiations and high-quality client service.

The ideal candidate has 2–3 years in commercial insurance broking, strong knowledge of policy wordings, and is Cert CII qualified or willing to pursue it. Hybrid working and study support are offered.