Client Director - Trade Credit Division

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  • Position: Client Director - Trade Credit Division
  • Location: Redhill, Surrey


Job Purpose

  • Provide support and to be involved in the planning and development for the growth of the Trade Credit department
  • Provide high-level support and assist with disseminating Credit cross-office internally (presenting and training)
  • 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)
  • Client retention through the provision of a professional service to clients covering all aspects of their insurance arrangements; to advise, arrange and secure the appropriate renewal of cover at a competitive premium. (Portfolio size c£250k)
  • 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.

Main Responsibilities:

Business Development

  • Development of 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


  • 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

Credit Team Growth Plan & General    

  • To provide a positive contribution to the team objectives
  • To support & assist with the development of the Credit team members
  • To support & assist with the planning & growth of the Credit department
  • To make written records of all conversations and meetings with clients and/or insurers, or other relevant business contact
  • To update knowledge of insurance market as & when developments occur
  • To continue improvement in technical insurance knowledge
  • 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


  • 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

Remuneration package   

  • Competitive salary depending upon qualification for role and experience
  • Car Allowance
  • Bonus
  • Pension
  • Private Medical insurance, Life Assurance, Disability insurance
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