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- Tasks: Lead client renewals and grow the Trade Credit Insurance portfolio through networking and referrals.
- Company: Join a top commercial insurance brokerage in the UK, known for its innovative approach.
- Benefits: Enjoy a competitive salary, car allowance, bonus, and additional perks.
- Why this job: Be part of a dynamic team focused on client success and professional growth.
- Qualifications: Experience in Trade Credit Insurance or related fields; strong communication and problem-solving skills required.
- Other info: Opportunity to develop a robust network and make a significant impact in the industry.
The predicted salary is between 36000 - 60000 £ per year.
A fantastic opportunity has arisen for a Client Director within the Trade Credit Insurance division of a leading commercial insurance brokerage in the UK. The successful candidate will be responsible for the renewals of existing clients as well as networking internally and utilising third party professional introducers to grow the portfolio. Key responsibilities: 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 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. 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 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 Assurance, Disability insurance. Key requirements: Trade Credit Insurance experience is desirable, but clients will be considered from other areas of commercial finance including Invoice Finance, Trade Finance, commercial Banking and any other area of business-to-business finance. An existing network of professional introducers including Accountants, Solicitors, etc. is desirable, but not essential. A proven track record of success within field-based financial/insurance sales/Account management. Excellent communication skills, both written and verbal. Comfortable working under pressure. Excellent problem-solving skills. In return you can expect a competitive basic salary up to £60,000, plus car allowance, bonus and a range of additional benefits. #J-18808-Ljbffr
Client director – Surrey employer: Business Money Promotions Ltd
Contact Detail:
Business Money Promotions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client director – Surrey
✨Tip Number 1
Make sure to leverage your existing network of professional introducers. Reach out to accountants, solicitors, and other contacts who can refer potential clients to you. Building these relationships can significantly boost your chances of success in this role.
✨Tip Number 2
Familiarize yourself with the Trade Credit Insurance market and its key players. Understanding the competitive landscape will help you position yourself effectively during networking opportunities and client meetings.
✨Tip Number 3
Prepare to discuss your previous successes in financial or insurance sales. Be ready to share specific examples of how you've grown a client portfolio or retained clients through excellent service.
✨Tip Number 4
Stay updated on regulatory requirements and industry codes of practice. Demonstrating your knowledge in these areas will show potential employers that you are committed to ethical practices and client satisfaction.
We think you need these skills to ace Client director – Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Trade Credit Insurance or similar fields. Emphasize your achievements in client management and sales, showcasing how you've successfully grown portfolios in the past.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the company. Mention specific examples of how you have developed client relationships and generated new business, aligning your experience with the key responsibilities outlined in the job description.
Highlight Communication Skills: Since excellent communication skills are crucial for this role, provide examples in your application that demonstrate your ability to communicate effectively with clients and colleagues, both in writing and verbally.
Showcase Networking Experience: Discuss your existing network of professional introducers and how you have leveraged these connections in previous roles. If you don't have a network in Trade Credit Insurance, highlight your ability to build relationships in other areas of commercial finance.
How to prepare for a job interview at Business Money Promotions Ltd
✨Showcase Your Networking Skills
Since the role emphasizes networking with internal teams and third-party introducers, be prepared to discuss your existing network and how you plan to leverage it. Share specific examples of how you've successfully built relationships in the past.
✨Demonstrate Your Industry Knowledge
Familiarize yourself with Trade Credit Insurance and related fields like Invoice Finance and Trade Finance. Be ready to discuss current trends and challenges in the industry, showcasing your expertise and understanding of the market.
✨Highlight Your Client Retention Strategies
Client retention is key in this role. Prepare to talk about your approach to maintaining client relationships and ensuring their needs are met. Use examples from your previous experience to illustrate how you've successfully retained clients.
✨Prepare for Problem-Solving Scenarios
Given the emphasis on excellent problem-solving skills, think of specific challenges you've faced in previous roles and how you overcame them. Be ready to discuss your thought process and the outcomes of your solutions.
