Account Manager (Trade Credit)

Lawes Consulting Group; Glasgow; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Holiday and pension

Support for professionalQualifications

Staff development

Excellent career prospects

Job summary

Lawes Consulting Group in Glasgow is seeking a driven client-focused Trade Credit Account Manager to join our hybrid team spanning Scotland. You will be the main contact for a portfolio of trade credit clients, advising on credit limits and handling renewals and claims.

You will negotiate with underwriters, ensure policy requirements are met, and maintain accurate records in the CRM. This role offers solid career prospects, a supportive culture, and the chance to develop professional

Qualifications

• Experience handling trade credit clients and renewals.
• Strong negotiation and sales skills.
• Excellent written and verbal communication.
• Attention to deadlines and accurate record keeping.
• Ability to work under pressure in a close-knit team.

Responsibilities

• Be main contact for a portfolio of trade credit clients.
• Advise on credit limit applications and appeals with underwriters.
• Ensure policy requirements are met, including turnover declarations.
• Manage claims from notification to settlement.
• Handle accounting matters like premium payments and policy adjustments.
• Manage renewals and negotiate terms with underwriters.
• Build relationships with clients and insurers to add value.
• Maintain accurate client records on the CRM system.

Skills

Negotiation

Communication

Customer focus

Attention to detail

IT skills

Tools

CRM software

Job description

Location: Glasgow Based, Covering Scotland (Hybrid working)

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

• 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

• 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