Account Relationship Manager

Lawes Consulting Group; Glasgow; Hybrid; GBP 32,000 - 44,000; Full time

Benefits offered by this job

Holiday allowance

Pension scheme

Support for professional qualifiers

Staff development culture

Job summary

Lawes Consulting Group seeks an Account Manager – Trade Credit based in Glasgow with hybrid working to cover Scotland. You will be the first point of contact for clients on their trade credit insurance and manage a portfolio to ensure policies run smoothly day to day.

You will build strong relationships with clients and insurers, advise on credit limit applications, negotiate with underwriters, handle renewals and claims, and keep accurate records on the CRM system to support ongoing business

Qualifications

• Experience with trade credit insurance and client portfolios.
• Confident with stakeholders at all levels.
• Excellent written and verbal communication.
• Strong negotiation and sales abilities.
• Customer-focused with strong deadlines discipline.
• Accurate record keeping and IT proficiency.
• Ability to perform under pressure in a close-knit team.

Responsibilities

• Manage a portfolio of trade credit clients as their main point of contact.
• Advise on credit limit applications and appeals with underwriters.
• Ensure policy requirements and turnover declarations are met.
• Manage claims from notification through settlement.
• Handle premium payments, policy adjustments and bonuses.
• Prepare renewals and negotiate terms with underwriters.
• Maintain accurate client records and CRM documentation.

Skills

Trade credit

Stakeholder mgmt

Communication

Negotiation

Customer focus

Record keeping

IT skills

Tools

CRM software

Job description

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