Job Details

Credit Insurance Broker

Bungay, Surrey, United Kingdom, £60,000 , Permanent

Posted: 15days ago


Our client is an established, prominent independent family owned Insurance Broker & Employee Benefits Consultancy with the long-term vision of becoming the recognised leading business of this type in Europe. Operating from offices throughout France, Switzerland and the UK, they employ over 1,000 people, have income of around €100M and place nearly €2BN of premiums on behalf of clients.

To be based in Redhill office with visits to other group office(s) from time to time as required.

Job Purpose:


Provide support and to be involved in the planning and development for the growth of the Trade Credit department.


Provide high-level support and assist with disseminating Credit cross-office internally (presenting and training).


Provide new clients through a combination of self- generated leads, internal leads and client referrals. (Year 1 target £50k new business)


Client retention through the provision of a professional service to clients covering all aspects of their insurance arrangements; to advise, arrange and secure the appropriate renewal of cover at a competitive premium. (Portfolio size c£250k)

Client Director (Credit)


To comply with regulatory requirements, industry codes of practice and the Company's own procedures and rules.


Must work on the principal of treating customers fairly and behave in an ethical manner.

Main Responsibilities:

Business Development

Development of book of clients through new business

Develop leads through networking with existing and new contacts alike

Develop business from group colleagues and assist in supporting their clients

Help build the company brand through growth


Liaise with Account Handlers regarding method of obtaining renewal information

To undertake renewal visit/client contact to ascertain client's needs for the year ahead

To discuss with Account Handlers broking strategy and deadlines

To ensure meeting notes are issued in a timely fashion

Liaise with account handlers to ensure the invoicing of new business and renewals is on time, as well as documentation being issued within the office timescales

To ensure renewal terms are provided to the client in an accurate and timely way using the Acturis system documentation

Day to day servicing

To liaise with Account Handlers to ensure that any mid-term issues are dealt with accurately and promptly.

To assist the Director of Trade Credit and other colleagues where necessary to assist with workload issues

Credit Team Growth Plan & General

To provide a positive contribution to the team objectives

To support & assist with the development of the Credit team members

To support & assist with the planning & growth of the Credit department

To make written records of all conversations and meetings with clients and/or insurers, or other relevant business contact

To update knowledge of insurance market as & when developments occur

To continue improvement in technical insurance knowledge

To liaise with colleagues in other departments, to assist them or to work collaboratively when required

To refer all complaints and any potential Errors & Omissions to a Director and/or the Complaints Officer immediately


Experience of proven new business development

A proven track record of developing a book of existing business, or be in the position to bring a book of business over time

Experience in Credit Insurance or in Commercial Finance

Minimum 3-5 years' experience in a Client Director / Account Director, or similar role


Excellent and accurate administration & communication skills

Be self-motivated

Working under pressure

Problem solving ability

Ability to present and/or support with training

Ability to utilise IT for maximum advantage

Nova search and selection is acting as an employment agency for this vacancy

Job Details

Bungay, Surrey, United Kingdom