Client Director (Credit) – Verlingue UK

Location: Redhill (Hybrid). Reporting to: Sales Director – Trade Credit.

Base Pay Range

Base pay range is provided by Verlingue UK. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Benefits

• Competitive salary
• Car allowance
• 25 days holiday
• 6% employer contribution pension scheme
• Buy holiday scheme
• Cash plan
• Life assurance (4x basic salary)
• Income protection
• Private medical insurance (when eligible)
• Hybrid working
• Discounted insurance
• EAP

Key Accountabilities

• 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.
• Liaise with Account Handlers regarding method of obtaining renewal information.
• Undertake renewal visits/client contact to ascertain client’s needs for the year ahead. To 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.
• 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.
• 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

• 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 - desirable
• Extensive knowledge of the Trade Credit Insurance/Commercial Finance market
• Experience in a Client Director / Account Director, or similar role - desirable
• 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. (i.e. ability to work alone effectively).
• Ability to work under pressure and deliver results.
• High level of attention to detail.
• Ability to use IT for maximum advantage - desirable
• Strong influencing, negotiation, leadership and management skills - desirable
• 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)

REF-224 963

Seniority Level

• Director

Employment Type

• Full‑time

Job Function and Industries

• Customer Service
• Insurance