- Negotiation and renewal of the Mid Market portion of the Bexley portfolio to ensure maximum retention and develop the existing portfolio with the aim of maximising customer profitability
- Assist New Business in generating and winning new business leads
- Run and attend all client meetings as required face to face and online
- Maintain strong relationships with all underwriters and internal clients
- Assist in internal projects to develop the EFCIS Brand
- The Candidate will need to be a confident and ambitious self-starter who can also work independently and under pressure but will also need to be a team player
- It is essential that the successful candidate is a strong communicator, organised and have an aptitude for relationship building and strong inter-personal skills
- Willing and enthusiastic about growing the portfolio through 'in place' lead generators and attending events in relation to this
- Strong knowledge and experience in trade credit insurance and risk management
- Excellent analytical and problem-solving skills
- Effective communication and negotiation abilities
- Attention to detail and strong organisational skills
- Ability to work well in a team and build relationships with clients, insurers, and underwriters
- Strong Negotiation skills
- Provide excellent customer service and support and develop a customer visit plan
- Manage and support Underwriter relationships
- Develop and retain existing customer relations with the aim of maximising income growth
- Identify and support development of business opportunities for additional sales of services and products
- Accurately complete and negotiate renewals with our renewal processes and documents
- Competent and knowledgeable in training clients in policy compliance and IT systems
- Self-Driven training supported by EFCIS in knowledge gaps as 'a whole of market' broker
- Handle, process and pre-vet credit limit applications, ARC reports or any other necessary information required in servicing accounts. Knowledge of reading accounts is advantagous for this role.
- Support the Customer Connect Team in preparing all required information necessary for setting up policies, submissions, renewals or maintaining policy records according to procedures and guidelines
- Assist in obtaining documentation and pre-vetting Claims
- Assist with internal reporting requirements in line with EFCIS / ICBA UK's overall policies, standards, and systems
- Experience & a good understanding of FCA compliance & the ability to work to regulatory processes
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Trade Credit Account Handler - Sidcup, Kent, United Kingdom - EFCIS | ICBA UK |
3 weeks ago
Description
Company Description
EFCIS | ICBA UK is a leading independent Trade Credit Insurance Broker who is committed to making a real difference to the Credit Insurance market, we are one of the largest independent UK Brokers with global reach in 75 countries via our ICBA network. UK HQ is in Harlow, Essex.
We are looking for a self-motivated Individual to join the growing Bexley Team as a Mid-Market Trade Credit Insurance Broker based in Sidcup, London. This is a great opportunity to join our fast-growing team of people in Bexley and run the mid-market portion of the portfolio that has a wide range of clients based in the UK.
Applications are invited from experienced candidates where candidates are looking to broaden their horizons in a new role. Minimum 2-3 years' experience in a commercial role within Credit Insurance is required. To succeed you will already be able to evidence strong customer service and communication skills as well as possessing those characteristics that fit soundly within our EFCIS Ethos.
Role Description
In this position your key responsibilities will be:
We are a firm believer in technical innovation, to help us guarantee exceptional client service and leading-edge solutions. Our growing success reflects our commitment to IT to help us drive our success into the future, this candidate must be IT minded and with training is competent to use our exclusive ARC System along with all Office products and several specific applications we use to enhance our service levels.
Role profile:
The ideal candidate will have the following profile:
We are extremely proud of our success and growth and very much are looking for an experience candidate to join our exciting journey.