Corporate Accounts Administrator

Salary: £26,610 per annum
Hours: 35.75 per week
Working Hours: Between 08:00 - 18:00, Monday to Friday
Reporting to: Team Leader - Corporate Accounts

Role Purpose:

As a Corporate Accounts Administrator, you will play a key role in managing and supporting relationships with corporate clients and intermediary partners. You will be responsible for handling queries, coordinating account activity, and ensuring the accurate setup and ongoing maintenance of corporate schemes.
Working in a structured and regulated environment, you will follow defined processes and quality standards, with full training and support provided to help you succeed.

Main Responsibilities to Include:

Supporting Brokers & Corporate Clients

• Manage inbound and outbound communications in a professional and efficient manner
• Investigate and resolve queries by liaising with internal teams and external stakeholders
• Maintain accurate and up-to-date contact records within internal systems
• Ensure compliance with processes such as broker changes and authorisation procedures

Supporting the Team:

• Assist in the setup and implementation of new corporate schemes and pricing structures
• Support the preparation of contracts, agreements, and onboarding documentation
• Contribute to achieving team service level agreements (SLAs)
• Work collaboratively across departments, including supporting training where required

Corporate Accounts Administration:

• Process new business data, ensuring accuracy and compliance with required formats
• Set up billing profiles, employee groups, and payment details
• Maintain and update client and broker records, including access permissions
• Manage policy migrations and ensure timely issuance of documentation
• Support renewals, bulk data processing, and system updates

Delivering a Great Customer Experience:

• Communicate clearly, confidently, and professionally
• Build positive, consistent relationships with clients and partners
• Deliver fair and accurate outcomes in line with organisational values

Process, Quality & Compliance:

• Adhere to internal procedures, policies, and regulatory requirements
• Complete data protection and identity checks accurately
• Maintain clear and compliant system records
• Produce reports such as membership data and usage insights when required

Performance & Continuous Improvement

You will be measured on:

• Accuracy and attention to detail
• Achievement of SLAs and productivity targets
• Quality of customer interactions across phone, email, and written communication
• Contribution to team objectives and continuous improvement initiatives
• Ability to take feedback and demonstrate ongoing development

Skills & Experience

Essential:

• Strong communication and interpersonal skills
• High level of accuracy and attention to detail
• Ability to follow processes and work within guidelines
• Customer-focused mindset with strong problem-solving ability

Desirable:

• Experience working in a regulated or financial services environment
• Familiarity with Excel or data handling