Client Executive - Trade Credit

International Catalyst Services, LLC; Birmingham; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading insurance firm seeks a dynamic Client Executive for the Trade Credit team in Birmingham. In this hybrid role, you will manage an SME client portfolio, drive product innovation, and enhance client retention. The position promises professional growth within a collaborative environment.

Benefits

Professional development opportunities

Vibrant and inclusive culture

Range of career opportunities

Qualifications

• Strong trade credit insurance experience.
• Excellent written and verbal communication.
• Proficient in Excel, Word, and Outlook.

Responsibilities

• Manage and retain a large portfolio of SME clients.
• Identify opportunities for process improvements and product innovation.
• Work with sales team on new business cases.

Skills

Client service focus

Communication skills

Stakeholder management

Proficiency in Excel

Proficiency in Word

Proficiency in Outlook

Education

Insurance qualification (CII/ACII)

Job description

R_300208 - Client Executive - Trade Credit - SME

We are seeking a talented individual to join our Trade Credit team at Marsh. This role is based out of our Birmingham office as part of the Corporate South team. This is a hybrid role that has a mixture of office based and home working.

This is an exciting opportunity for a Client Executive to lead our existing SME book of business. You will focus on managing and retaining a large portfolio of SME clients, while identifying opportunities to grow our SME offering, alongside our sales team and with support from both the Practice Leader and the Head of Sales.

Ultimately you will be responsible for spearheading Marsh’s SME offering, including product innovation as well as growth.

We will rely on you to:

• Achieve high client retention rates for existing portfolio through a strong service proposition.
• Take ownership for Marsh’s approach to SME business, identifying opportunities for process improvements and product innovation.
• Manage strategic relationships with clients, insurers, and both internal and external networks.
• Work closely with the sales team on new business cases and self-generate opportunities through expanded sales to the existing portfolio.
• Prepare reports highlighting performance of the overall portfolio and future targets.
• Work with the Practice Leader and the Head of Sales to design, and implement, future objectives and strategy.

What you need to have:

• Strong trade credit insurance experience, with knowledge of a range of insurer policy wordings.
• A focus on client service and excellent communication skills, both written and verbal.
• Strong stakeholder management skills.
• Proficiency in Excel, Word, and Outlook.

What makes you stand out:

• A passion for innovation, fresh ideas, and demonstration of a growth mindset.
• A team player who is ambitious and hard working.
• An insurance qualification (CII/ACII) is advantageous.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at [e-mail].

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.