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Client director (credit)

Redhill (Surrey)
Verlingue UK
Client director
Posted: 17 November
Offer description

Client Director (Credit) – Verlingue UK

Location: Redhill (Hybrid). Reporting to: Sales Director – Trade Credit.


Base Pay Range

Base pay range is provided by Verlingue UK. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.


Benefits

* Competitive salary
* Car allowance
* 25 days holiday
* 6% employer contribution pension scheme
* Buy holiday scheme
* Cash plan
* Life assurance (4x basic salary)
* Income protection
* Private medical insurance (when eligible)
* Hybrid working
* Discounted insurance
* EAP


Key Accountabilities

* 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.
* 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.
* 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.
* 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

* 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 - desirable
* Extensive knowledge of the Trade Credit Insurance/Commercial Finance market
* Experience in a Client Director / Account Director, or similar role - desirable
* 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.
* Ability to use IT for maximum advantage - desirable
* Strong influencing, negotiation, leadership and management skills - desirable
* 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)

REF-224 963


Seniority Level

* Director


Employment Type

* Full‑time


Job Function and Industries

* Customer Service
* Insurance
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