Account Manager – Trade Credit
Location: Glasgow Based, Covering Scotland (Hybrid working)
As an Account Manager, you’ll be the first point of contact for clients on all aspects of their trade credit insurance cover. You’ll manage a portfolio of clients, build strong relationships and make sure their policies run smoothly from day to day.
Key responsibilities
- Manage a portfolio of trade credit clients as their main point of contact
- Advise clients on credit limit applications and appeals, and negotiate with underwriters to get the best outcome
- Make sure clients meet their policy requirements, including turnover declarations and reporting of overdue accounts
- Manage claims, supporting clients from notification through to settlement
- Handle accounting matters, including premium payments, policy adjustments and no claims or low claims bonuses
- Manage renewals, including preparing renewal information and negotiating terms with underwriters
- Build strong relationships with clients and insurers, and spot opportunities to add value
- Keep accurate client records and policy documentation on the CRM system
About you
- Trade credit experience
- Confident dealing with stakeholders at all levels
- Strong written and verbal communication skills
- Negotiation and sales skills
- Customer focused, with strong attention to detail and a good handle on deadlines
- Accurate record keeping and good IT skills
- Able to work well under pressure as part of a close-knit team
What’s on offer
- Negotiable starting salary
- Standard benefits package, including holiday and pension
- Full support for professional qualifications
- A supportive team culture focused on staff development
- Excellent career prospects in a business that grows year on year
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Account Relationship Manager in Glasgow employer: Lawes Consulting Group
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