Corporate Account Handler

Gallagher; Glasgow; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading insurance firm in Glasgow is seeking an experienced Corporate Account Handler to manage customer accounts and ensure satisfaction. This role involves preparing documents, handling queries, and mentoring colleagues. Ideal candidates should have insurance industry experience, excellent communication skills, and be detail-oriented. The firm provides a competitive salary and extensive benefits including holiday perks and health insurance.

Benefits

Minimum of 25 days holiday plus bank holidays

Defined contribution pension scheme

Life insurance

Health cash plan or private medical insurance

Gym discounts

Volunteering days

Qualifications

• Previous experience in the insurance industry is essential, with a track record of meeting targets.
• Risk-aware in handling customer information and focused on optimal outcomes.
• Eligible to work in the UK.

Responsibilities

• Create documents for new customers, including mid-term adjustments and renewals.
• Ensure customer details are accurately recorded and entered into the system promptly.
• Handle insurer and customer queries regarding policies.

Skills

Customer-centric approach

Excellent communication skills

Detail-oriented

Planning and analytical skills

Proficiency in MS Office

Education

GCSE standard or equivalent

Chartered Insurance Institute Qualifications, Dip CII, or FIT

Job description

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Overview

We're looking for an experienced, dedicated, and results-driven Corporate Account Handler to join our team. The role involves mentoring less experienced colleagues, sharing expertise, and prioritizing customer satisfaction. The goal is to provide quality service, achieve optimal retention, and foster growth where appropriate.

Responsibilities

• Create documents for new customers, including mid-term adjustments and renewals.
• Ensure customer details are accurately recorded and entered into the system promptly.
• Obtain renewal terms, exploring options to offer the best solutions.
• Prepare renewal closings from meeting minutes and ensure coverage is renewed on time.
• Handle insurer and customer queries regarding policies.
• Confirm cover with insurers, process policies, and follow up on outstanding documentation.
• Manage account queries and credit control issues, escalating concerns to account managers.
• Apply legal and regulatory policies related to internal procedures and insurance contracts.

About You

• Currently holding or working towards Chartered Insurance Institute Qualifications, Dip CII, or FIT (preferred).
• Educated to GCSE standard or equivalent, with intermediate knowledge of general insurance, London Market, Lloyd’s, and industry products.
• Previous experience in the insurance industry is essential, with a track record of meeting targets within regulated frameworks and achieving SLAs.
• Risk-aware in handling customer information, customer-centric, and focused on optimal outcomes.
• Detail-oriented, diligent, and able to meet deadlines while taking initiative.
• Excellent communication and interpersonal skills, confident in building rapport.
• Strong planning and analytical skills with high accuracy.
• Proficient in MS Office.
• Eligible to work in the UK.

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Compensation and Benefits

In addition to a competitive salary, we offer a wide range of benefits, including:

• Minimum of 25 days holiday plus bank holidays, with options to buy extra days.
• Defined contribution pension scheme with employer contributions.
• Life insurance (4x salary, with option to top-up to 10x).
• Income protection covering up to 50% of income, with options to increase.
• Health cash plan or private medical insurance.
• Additional benefits such as volunteering days, employee stock purchase plan, share incentive plan, critical illness cover, gym discounts, season ticket loans, shopping vouchers, family care, and more.