Corporate Account Handler

Gallagher; Ipswich; On-site; GBP 28,000 - 45,000; Full time

Job summary

A leading company seeks an experienced Corporate Account Handler in Ipswich to provide exceptional customer service. The role demands building strong client relationships, managing documentation for corporate clients, and requires expertise in the commercial insurance sector. Ideal candidates will possess a proactive approach, strong communication skills, and a risk-aware mindset, ensuring high service standards while adhering to legal and regulatory policies.

Benefits

Minimum 25 days holiday plus bank holidays

Defined contribution pension scheme

Life insurance

Income protection

Health cash plan or private medical insurance

Volunteering days

Employee stock purchase plan

Gym discounts

Qualifications

• Experience as an Account Handler in commercial insurance is essential.
• Working towards or holding Chartered Insurance Institute Qualifications is a plus.
• Knowledge of cross-class risks preferred.

Responsibilities

• Build long-lasting relationships with clients.
• Prepare accurate client documents and handle mid-term adjustments.
• Manage queries regarding client policies.

Skills

Customer-centric approach

Proactive problem solver

Risk-aware

Excellent communication

Analytical skills

Attention to detail

Education

GCSE standard or equivalent

Tools

MS Office

Acturis

Job description

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Overview

We are seeking an experienced Corporate Account Handler to join our successful Corporate division in Ipswich. Our division is a fast-paced, collaborative, and competitive environment where professionals are driven to succeed. The ideal candidate values a strong team culture, thrives in supporting others, and is a proactive problem solver. Your primary goal is to provide exceptional customer service, retain clients, and assist Account Executives and Directors in acquiring new clients to expand our portfolio. You should negotiate with integrity, respond proactively, and possess market awareness. Ensuring high service standards is essential.

Key Responsibilities

• Build long-lasting relationships with clients, establishing yourself as a trusted advisor.
• Prepare accurate client documents, obtain renewal terms, and seek alternative quotations before final presentations.
• Handle mid-term adjustments proactively.
• Accurately record and update client details promptly.
• Manage queries regarding client policies, confirming cover with insurers, processing policies, and following up on documentation.
• Prepare debit notes and policy summaries, ensuring secure delivery of documentation.
• Review documentation meticulously before sending to clients.
• Address account queries and credit control matters promptly, escalating concerns as needed.
• Adhere to legal and regulatory policies to safeguard the business.

About You

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

Compensation and Benefits

Along with a competitive salary and career opportunities, we offer a comprehensive benefits package including:

• Minimum 25 days holiday plus bank holidays, with options to buy extra days.
• Defined contribution pension scheme with employer contributions.
• Life insurance (4x salary, with optional increase to 10x).
• 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, family care, and more.