Client Manager - Trade Credit Insurance

Dolphin Stone Consultancy Ltd logo
Dolphin Stone Consultancy Ltd
ScreenedHybrid
Milton, Cambridgeshire
Posted 3 days ago
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About the role

Location : Glasgow (Hybrid)


Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.

We have an opportunity for a Client Relationship Manager to manage a portfolio of Trade Credit Insurance clients. This is a fantastic opportunity for an experienced Credit Insurance professional to develop their career, working for a global business.

The Role:

  • Renewal and ongoing servicing of a portfolio of existing clients
  • Ensuring records are fully and properly maintained on Goldmine database;
  • Development of relationships by ensuring face to face meetings are held.
  • Training of clients on basic policy administration;
  • Supporting/advising clients on credit limit appeals, overdue accounts, negotiation of claims, and submission of turnover declarations;
  • Timely negotiation of client renewals
  • Working with new business team to identify target companies and grow sales
  • Managing and developing underwriter and other professional relationships

Skills:

  • Must have Trade Credit Insurance experience.
  • Strong organisational skills with high attention to detail.
  • Excellent communication and interpersonal abilities.
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
  • Ability to work independently as well as part of a team.
  • Meticulous with a keen eye for detail. xwzovoh
  • Ideally familiar with credit insurers' on-line systems and proficient in MS Outlook and Word.

About this listing

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