Account Manager (Trade Credit)

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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