Client Director - Trade Credit Division
- Position: Client Director - Trade Credit Division
- Location: Redhill, Surrey
• 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.
• 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
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
• Competitive salary depending upon qualification for role and experience
• Car Allowance
• Private Medical insurance, Life Assurance, Disability insurance