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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
* Previous successful experience of business development in a similar environment.
* A proven track record of developing a book of existing business, or be in the position to bring a book of business over time
* Extensive knowledge of the Trade Credit Insurance/Commercial Finance market
* Experience in a Client Director / Account Director, or similar role
* Ability to work to a tight deadline and effectively manage workloads
* Excellent and accurate administration and communication skills, written and verbal.
* High levels of energy, motivation, and initiative - a self-starter. (i.e. ability to work alone effectively).
* Ability to work under pressure and deliver results.
* High level of attention to detail.
* Excellent presentation skills
* Ability to use IT for maximum advantage
* Strong influencing, negotiation, leadership and management skills
* Ability to engage and develop effective working relationships with colleagues and external stakeholders.
* Effective at working as part of a team.
* Customer obsessed / Client centric focus
* Aligned with the Verlingue values and behaviours (Excellence, Inclusive, Proud)
Desirable
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