Client Director (Credit) in Redhill

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Department: Credit

Location: Redhill (Hybrid)

Reporting to: Sales Director - Trade Credit

Main purpose of job: To manage an existing portfolio of clients while generating and securing new business, playing a key role in delivering the department's growth objectives.

Company Vision: To build a large, European, independent, family-owned insurance brokerage group in which talents blossom and client satisfaction is continually high.

Department Overview: Verlingue have a vibrant team with different backgrounds but with the same vision of success and growth, so being a team player is critical. The Trade Credit team provides structured financial solutions protecting companies against financial bad debt losses due to Customer Non-Payment, Customer Insolvency and Political Risks.

Key Accountabilities

• Business Development: Drive growth by developing and expanding the client portfolio through proactive new business generation. Generate 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.
• Renewals: Liaise with Account Handlers regarding method of obtaining renewal information. Undertake renewal visits/client contact to ascertain client's needs for the year ahead. Present Renewal terms to Client. Discuss with Account Handlers broking strategy and deadlines. Ensure meeting notes are issued in a timely and accurate manner. Liaise with account handlers to ensure the invoicing of new business and renewals is on time, as well as documentation being issued within the business timescales. Ensure renewal terms are provided to the client in an accurate and timely way using the Acturis system documentation.
• Day to Day Servicing: Liaise with Account Handlers to ensure that a high level of service is being maintained for the clients, in terms of Limit appeals, claims and any mid-term issues so that these are dealt with accurately and promptly. Assist the Sales Director of Trade Credit and other colleagues where necessary to support with workload issues.

General Responsibilities

• Introduce new clients to Verlingue Trade Credit through a combination of self-generated leads, internal leads and client referrals. (for example, year 1 target £50k new business income).
• Client retention through the provision of a professional service to clients covering all aspects of their credit insurance arrangements; to advise, arrange and secure the appropriate cover at a competitive premium.
• Deliver expert support and promote cross-office knowledge sharing by presenting and training colleagues on Trade Credit.
• Comply with regulatory requirements, industry codes of practice and the Company's own procedures and rules.
• Abide by the principal of treating customers fairly and behave in an ethical manner.
• Deliver personal and team objectives.
• Update knowledge of insurance market and technical insurance knowledge as and when developments occur.
• Support and assist with the development of the Credit team members.
• Liaise with colleagues in other departments, to assist them or to work collaboratively when required, developing excellent working relationships business-wide.
• Refer all complaints and any potential Errors and Omissions to a Director and/or the Head of Compliance immediately.

Person Specification

• Essential: Previous successful experience of business development in a similar environment. A proven track record of developing a book of existing business, or be in the position to bring a book of business over time. Extensive knowledge of the Trade Credit Insurance/Commercial Finance market. Experience in a Client Director / Account Director, or similar role. Ability to work to a tight deadline and effectively manage workloads. Excellent and accurate administration and communication skills, written and verbal. High levels of energy, motivation, and initiative - a self-starter. Ability to work under pressure and deliver results. High level of attention to detail. Excellent presentation skills. Ability to use IT for maximum advantage. Strong influencing, negotiation, leadership and management skills. Ability to engage and develop effective working relationships with colleagues and external stakeholders. Effective at working as part of a team. Customer obsessed / Client centric focus. Aligned with the Verlingue values and behaviours (Excellence, Inclusive, Proud).