Summary:
The Account Executive will manage and renew client credit insurance programmes, develop placement strategies, review existing client programs, prepare formal documentation, present at industry events, and collaborate with insurers, while supporting budgeting and new business initiatives
The Role:
The role is for a Account Executive within our Credit Risk Solutions Trade Credit team, based in Reading. This role will involve working in a team focusing on a broad base of UK and International Corporate and Financial Institution clients. Hybrid working to be considered.
1. Taking responsibly for client management; including placement strategy and expanding relationships.
2. Working with existing clients to review their existing programmes, presenting best possible solutions.
3. Completion of formal client documentation in accordance with the relevant compliance procedures; preparing broking documentation (. confirmation of cover and endorsements).
4. Attend and present at industry events and conferences, when necessary.
5. Develop good working relationships and work closely with the main Insurers in the region
6. Support the team in accurate budgeting, forecasting and tracking of revenue (including allocations)
7. Coordinating and streamlining management information for the team (income monitoring)
8. Contribute to delivery of our new business strategy and targets within the Global Line of Business
9. Support new business initiatives to Corporates, Banks and other Financial Institutions.