Client Director (Credit)

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Job title

Client Director - Trade Credit

Department

Credit

Location

Redhill (Hybrid)

Reporting to

Sales Director - Trade Credit

Main purpose of job

To manage an existing portfolio of clients while generating and securing new business, playing a key role in delivering the department's growth objectives.

Company Vision

To build a large, European, independent, family-owned insurance brokerage group in which talents blossom and client satisfaction is continually high.

Department Overview

Verlingue have a vibrant team with different backgrounds but with the same vision of success and growth, so being a team player is critical. The Trade Credit team provides structured financial solutions protecting companies against financial bad debt losses due to Customer Non-Payment, Customer Insolvency and Political Risks.

Key Accountabilities

Business Development

• Drive growth by developing and expanding the client portfolio through proactive new business generation.

• Generate leads through networking with existing and new contacts alike.

• Develop business from group colleagues and assist in supporting their clients.

• Help build the Verlingue brand through growth.

Renewals

• Liaise with Account Handlers regarding method of obtaining renewal information.

• Undertake renewal visits/client contact to ascertain client's needs for the year ahead. To present Renewal terms to Client.

• Discuss with Account Handlers broking strategy and deadlines.

• Ensure meeting notes are issued in a timely and accurate manner.

• Liaise with account handlers to ensure the invoicing of new business and renewals is on time, as well as documentation being issued within the business timescales.

• Ensure renewal terms are provided to the client in an accurate and timely way using the Acturis system documentation.

Day to Day Servicing

• Liaise with Account Handlers to ensure that a high level of service is being maintained for the clients, in terms of Limit appeals, claims and any mid-term issues so that these are dealt with accurately and promptly.

• Assist the Sales Director of Trade Credit and other colleagues where necessary to support with workload issues.

General Responsibilities

• Introduce new clients to Verlingue Trade Credit through a combination of self-generated leads, internal leads and client referrals. (for example, year 1 target £50k new business income).

• Client retention through the provision of a professional service to clients covering all aspects of their credit insurance arrangements; to advise, arrange and secure the appropriate cover at a competitive premium.

• Deliver expert support and promote cross-office knowledge sharing by presenting and training colleagues on Trade Credit.

• Comply with regulatory requirements, industry codes of practice and the Company's own procedures and rules.

• Abide by the principal of treating customers fairly and behave in an ethical manner.

• Deliver personal and team objectives.

• Update knowledge of insurance market and technical insurance knowledge as and when developments occur.

• Support and assist with the development of the Credit team members.

• Liaise with colleagues in other departments, to assist them or to work collaboratively when required, developing excellent working relationships business-wide.

• Refer all complaints and any potential Errors and Omissions to a Director and/or the Head of Compliance immediately.

Person Specification

Essential

Desirable

Skills, Knowledge & Attributes

• Previous successful experience of business development in a similar environment.

X

• A proven track record of developing a book of existing business, or be in the position to bring a book of business over time

X

• Extensive knowledge of the Trade Credit Insurance/Commercial Finance market

X

• Experience in a Client Director / Account Director, or similar role

X

• Ability to work to a tight deadline and effectively manage workloads

X

• Excellent and accurate administration and communication skills, written and verbal.

X

• High levels of energy, motivation, and initiative - a self-starter. (i.e. ability to work alone effectively).

X

• Ability to work under pressure and deliver results.

X

• High level of attention to detail.

X

• Excellent presentation skills

X

• Ability to use IT for maximum advantage

X

• Strong influencing, negotiation, leadership and management skills

X

• Ability to engage and develop effective working relationships with colleagues and external stakeholders.

X

• Effective at working as part of a team.

X

• Customer obsessed / Client centric focus

X

• Aligned with the Verlingue values and behaviours (Excellence, Inclusive, Proud)

X