Client Director - Trade Credit Division

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


Job Purpose: 

 •  Provide new clients to Verlingue Trade Credit through a combination of self-generated leads, internal leads and client referrals.
•   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 cover at a competitive premium.
•   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:

1.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 

2. 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

3.  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


•   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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