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

Paul Carpenter

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

As one of your main points of contact within your support team, I can quickly identify where support is required to obtain the best possible outcome for you and your clients.

So, as your dedicated Business Account Manager, I coordinate key personnel to provide solutions for your back office queries and to assist you with technical support, ideas and guidance prior to client meetings.

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

I look forward to hearing from you.

Sales Support

David Morris

Dedicated support and escalation point across all product lines

Our expert team of aligned sales support consultants have a wealth of experience in helping to resolve queries and are available to support you in doing business with Zurich.

If our platform adoption consultants cannot resolve your query immediately, or if you have a more complex enquiry, one of our Sales Support Consultants will be happy to work with you to find a resolution as quickly as possible.

As all queries and issues are dealt with by us, we’ll keep you regularly updated on the progress of your case.

You can get in touch by telephone or by email and we’re 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 or are looking for some technical support just call our helpline.

We’re your first point of contact for the majority of queries.

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