Corporate Account Handler

TN United Kingdom; Ipswich; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking an experienced Corporate Account Handler to join their dynamic team in Ipswich. In this role, you will be pivotal in providing exceptional customer service and retaining valued clients while assisting Account Executives in expanding the client portfolio. Your expertise in the commercial insurance market will enable you to build strong relationships and effectively negotiate terms. With a focus on integrity and market awareness, you'll ensure high service standards and contribute to a supportive team culture. This position offers a competitive salary and a range of attractive benefits, making it an exciting opportunity for driven professionals.

Benefits

25 days holiday plus bank holidays

Defined contribution pension scheme

Life insurance (4x salary)

Income protection

Health cash plan or private medical insurance

Volunteering days

Employee stock purchase plan

Gym discounts

Season ticket loans

Shopping vouchers

Qualifications

• Experience as an Account Handler in commercial insurance is essential.
• Knowledge of cross-class risks like Hospitality, Manufacturing, and Property is preferred.

Responsibilities

• Build long-lasting relationships with clients, becoming a trusted advisor.
• Prepare client documents and handle mid-term adjustments proactively.

Skills

Account Handling

Customer Service

Negotiation

Market Awareness

Communication Skills

Analytical Skills

Planning

Proactive Problem Solving

Education

GCSE or equivalent

Chartered Insurance Institute Qualifications

Tools

MS Office

Acturis

Job description

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Overview

We are looking to recruit an experienced Corporate Account Handler to join our successful Corporate division in Ipswich. Our Corporate Division is a fast-paced, collaborative, and competitive group of professionals who are all driven to succeed. The ideal candidate values a strong and supportive team culture, thrives in supporting others, and is a proactive problem solver. Your aim is to provide exceptional customer service, retain valued clients, and assist Account Executives and Account Directors in winning new clients to expand our portfolio. With the highest integrity, you will negotiate effectively, respond proactively, and possess market awareness. You will take pride in ensuring high service standards for your customers.

How you'll make an impact

1. Build long-lasting relationships with clients, elevating yourself to a ‘trusted advisor’ status.
2. Prepare accurate client documents, obtain renewal terms, and seek alternative quotations before presenting to Account Executives.
3. Handle mid-term adjustments proactively and responsively.
4. Ensure all client details are accurately recorded and entered promptly into the system.
5. Handle queries about client policies, whether directly from clients or insurers.
6. Confirm cover with insurers, process policies, and follow up on outstanding documentation.
7. Prepare debit notes and summaries of cover, ensuring secure delivery of policy documentation.
8. Review documentation carefully before sending to clients.
9. Manage account queries and credit control matters efficiently, highlighting concerns to relevant colleagues.
10. Align with legal and regulatory policies to safeguard the business.

About You

• Previous experience as an Account Handler in the commercial insurance market is essential.
• Knowledge of cross-class risks such as Hospitality & Leisure, Manufacturing, Property, Casualty, Professional Indemnity, D&O, Motor Trade/Fleet is preferred.
• Experience handling corporate clients is advantageous; experience with SME commercial business is also considered.
• Risk-aware with customer information; customer-centric with a focus on optimal outcomes.
• Working towards or holding Chartered Insurance Institute Qualifications (Cert CII, Dip CII, ACII) is a plus.
• Educated to GCSE standard or equivalent, with intermediate industry knowledge.
• Process-driven, deadline-oriented, results-focused, and proactive in assisting team members.
• Excellent communication and interpersonal skills; confident in building rapport.
• Strong planning, analytical skills, with high accuracy and attention to detail.
• Proficient in MS Office; Acturis experience is beneficial.
• Eligible to work in the UK.

Compensation and Benefits

Alongside a competitive salary, we offer a range of benefits, including:

• Minimum of 25 days holiday plus bank holidays, with options to buy extra days.
• Defined contribution pension scheme with Gallagher contributions.
• Life insurance (4x salary, with options to increase).
• Income protection covering up to 50% of income, with options to top up.
• 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, emergency family care, and more.