A team dedicated to you

At Zurich we are dedicated to providing you with the best possible service. Below are the contact details for all the people who will be supporting your firm. Please give them a call – they’ll be happy to help.

Business Account Manager

Carl Stephenson

My role is to help you get the best value out of Zurich.

As your dedicated Business Account Manager I’m the lead contact for your relationship with Zurich. I’m here to provide solutions and to quickly identify where support is required to obtain the best possible outcome for you and your clients.

I’m here to help you protect your clients’ financial futures and grow your business by bringing value to your proposition.

Please don’t hesitate to get in touch with me, I look forward to hearing from you.

Sales Support

Tayler Aitken

Dedicated support and escalation point across all product lines

I’m Carl’s dedicated Sales Support consultant based out of our head office. I work with Carl to support you with any sales or technical queries across all product lines.

I’ll take ownership of your queries and work across our business to ensure that we achieve the right solutions for you and your customers, keeping you regularly updated.

You can get in touch with me by telephone or by email and I’m available between; 8:30am - 5:30pm Monday to Friday.

Platform Adoption Consultant

One and done platform support, training and navigational queries

Our team of platform experts are on hand to assist you with any queries that you have about placing business on our retail platform. Whether you are looking for some help or training, on how to process a transaction on our platform just call our helpline we’ll be happy to help.

We’re available between 8:30am - 5:30pm Monday to Friday.

Platform Customer Services

General servicing for New and Existing business

Our team are on hand to support you and your clients with all your general servicing queries from new business throughout the life time of the plan.

Whether you’re looking for an update on a transfer or updating account information for your client then just call our expert team who will be delighted to help you.

We’re available between 8:00am - 6:00pm Monday to Friday.