Corporate Account Handler Location: Ipswich
Job Type: Full-time, Hybrid (2 days in office/3 days at home)
Salary: Competitive
Join our successful Corporate division in Ipswich as a Corporate Account Handler. This role is ideal for a proactive problem solver who thrives in a fast-paced, collaborative, and competitive environment. You will be instrumental in providing exceptional customer service, retaining clients, and assisting in new client acquisitions.
Day to Day of the Role:
Build long-lasting relationships with clients, achieving 'trusted advisor' status.
Prepare accurate client documents, obtain renewal terms, and provide alternative quotations before finalizing presentations for Account Executives.
Handle mid-term adjustments proactively and responsively.
Ensure all client details are recorded accurately and entered onto the system promptly.
Manage queries about client policies directly or through their insurer.
Confirm cover with relevant insurers, process policies, and chase up outstanding documentation.
Prepare debit notes and summaries of cover, ensuring the secure delivery of policy documentation from insurers and checking the documentation prior to sending to clients.
Address account queries and credit control matters promptly, highlighting any concerns to Account Exec...