Client Director – Trade Credit

Apply now

  • Position: Client Director – Trade Credit
  • Location: Redhill

Description

Position: Client Director – Trade Credit
Team: Credit
Reports to: Director – Trade Credit

Who are we?

Verlingue are an established, prominent independent family-owned Insurance Broker & Employee Benefits Consultancy with the long-term vision of becoming the recognised leading business of this type in Europe. Operating from offices throughout France, Switzerland and the UK, Verlingue employ over 1,000 people, have income of around €100M and place nearly €2BN of premiums on behalf of clients. 

In the UK we trade under the names Verlingue and NBJ London Markets.  

  • We employ 180 people and have offices located in Manchester, Egham, Redhill and London. 
  • Verlingue are leading corporate Insurance Brokers providing Insurance, Risk Management and Employee Benefit services to businesses and Private Clients.
  • NBJ London Markets are a specialist Lloyds & London Market broker providing access to unique products and services with capabilities to place business internationally. 
  • We identify with high standards of knowledge, professionalism and ethical practices throughout the organisation.  We are recognised as part of an exclusive group of fewer than 200 Chartered Insurance Brokers. 
  • Ranked in the top 10 independent commercial insurance broking businesses in the UK, placing £135M of premium. 
  • Clients range from FTSE 250 to SME, HNW / connected Private Clients and other Retail brokers.

Our success is based around our people delivering high quality service, excellent working relationships and meaningful results for our clients, including provision of a single stop advisory service.  We offer the certainty of long-term relationships to clients, our insurer market and our people. This sets us apart from our competitors. 

For further background please visit www.verlingue.co.uk and www.nbjlondonmarkets.com 

The Team

Verlingue have a vibrant team with different backgrounds but with the same vision of success and growth, so being a team player is critical This role will be based in our Redhill Office, which is currently made up of 5 Credit personnel.

The Role

This is a hybrid role consisting of managing a portfolio of clients whilst new business development will be a key contributor towards the departments growth plans.

Key Responsibilities

General responsibilities
  • Provide new clients to Verlingue Trade Credit through a combination of self-generated leads, internal leads and client referrals. (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.
  • Provide high-level support and assist with disseminating Credit cross-office internally (presenting and training).
  • To comply with regulatory requirements, industry codes of practice and the Company’s own procedures and rules.
  • Must work on the principal of treating customers fairly and behave in an ethical manner.
  • To provide a positive contribution to the team objectives
  • To update knowledge of insurance market as & when developments occur
  • To continue improvement in technical insurance knowledge
  • To support & assist with the development of the Credit team members
  • To liaise with colleagues in other departments, to assist them or to work collaboratively when required
  • To refer all complaints and any potential Errors & Omissions to a Director and/or the Complaints Officer immediately
Business Development
  • Development of a book of clients through new business
  • Develop 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
  • To undertake renewal visit/client contact to ascertain client’s needs for the year ahead
  • To discuss with Account Handlers broking strategy and deadlines
  • To ensure meeting notes are issued in a timely fashion
  • Liaise with account handlers to ensure the invoicing of new business and renewals is on time, as well as documentation being issued within the office timescales
  • To ensure renewal terms are provided to the client in an accurate and timely way using the Acturis system documentation
Day to day Servicing 
  • To liaise with Account Handlers to ensure that any mid-term issues are dealt with accurately and promptly.
  • To assist the Director of Trade Credit and other colleagues where necessary to assist with workload issues
 

Person Specification

  • Experience of proven new business development
  • A proven track record of developing a book of existing business, or be in the position to bring a book of business over time
  • Experience in Credit Insurance or in Commercial Finance 
  • Minimum 3-5 years’ experience in a Client Director / Account Director, or similar role
  • Ability to work to a tight deadline
  • Excellent and accurate administration & communication skills
  • Be self-motivated
  • Ability to work under pressure
  • Problem solving ability
  • Ability to present and/or support with training 
  • Ability to utilise IT for maximum advantage
  • Demonstrable drive, self-motivation and determination to achieve results
  • Strong influencing, negotiation and leadership and management skills
  • Team player
  • Customer obsessed 
  • Consistently demonstrates behaviours conducive to achieving both personal and team objectives, in line with the core values of Verlingue
You are currently offline. Some pages or content may fail to load.