Account Executive
Sevenoaks, flexible working considered
Job Specification:
Opportunity for a trade credit insurance expert to join an independent broker, managing an established portfolio of clients to deliver a first-class service.
  • Management of a portfolio of clients and day-to-day administration of client portfolio
  • Retain, renew and maximise existing client portfolio
  • Manage the relationship between client and insurer
  • Attend face-to-face and virtual insurer and client meetings as part of the policy life- cycle
  • Respond to day-to-day queries and requests from clients promptly to ensure first class and effective servicing of the client accounts 
  • Preparation of marketing material for submissions and placing promptly
  • Deliver accurate advice and service to clients and act as a liaison between client and insurer
  • Procurement of new business and new client enquiries
  • Develop and grow portfolio in line with growth targets
  • Ensure all client documentation is provided in line with Policies and Procedures
  • Develop and improve knowledge of insurance industry and market changes and trends
  • Develop knowledge of regulatory and compliance requirements for the industry
  • Develop and maintain existing and new relationships within the market
  • Keep the CRM up to date by uploading and entering client, insurer, policy information and documents in line with the Data Protection and Compliance procedures
The job holder will be required to carry out the duties on a day-to-day basis. This list is not exhaustive and the job holder may be required to take on additional tasks from time to time, depending on operational needs.

Personal Specification:

  • Minimum of 5 GCSEs grade A-C or equivalent, including Maths and English
  • 2:2 degree or above in any subject is desirable
  • 3 years’ experience in trade credit insurance, insurance or invoice finance
Technical Knowledge
  • Knowledge and experience within the insurance industry particularly the trade credit sector
  • Strong IT and Microsoft Office skills
  • Excellent written and verbal communication skills
  • The ability to build, manage and develop relationships
  • Numerical skills • Business and commercial awareness
  • The ability to plan and manage your time and to work on a number of projects concurrently
  • Strong problem-solving and analytical skills
  • The ability to work well in a team
  • Enthusiastic and confident
  • A flexible approach to work
  • An understanding of client confidentiality and how to be discreet
  • Administrative and IT skills
Essentials for the role:
  • Driving licence
  • Proof of eligibility to work in the UK
  • Competitive salary dependent on experience
  • Company benefits package including pension scheme, up to 28 days annual leave, pension, private medical cover, death in service, critical illness, health cash plan
  • Flexible working considered

This role profile is not exhaustive; it will be subject to periodic review and may be amended to meet the changing needs of the business. The post holder will be expected to participate in this process and we would aim to reach agreement to the changes.

To apply, please email your CV and cover letter to Ruth Letheren at

Senior Client Executive / Account Manager — Trade Credit
What can you expect?
  • Marsh Specialty is looking for an experienced Client Executive/Senior Account Manager to join the Trade Credit team in London.
  • This is a great opportunity for you to develop further in a dynamic, collaborative environment, where you will be responsible for managing a portfolio of our Major UK and Global credit insurance clients.
  • A dynamic, energetic and challenging work environment as part of a highly motivated and aspirational team of like-minded colleagues.
  • Training and support to reach your full potential including the opportunity for continuous professional development within an elite organisation
What you will be rewarded with?
  • Competitive Benefits Package including: 27 days annual leave, up to 4 days flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits including the option to buy or sell up to 5 days holiday per year, cycle to work, dental insurance, health assessments plus many more.
  • Generous Family Leave including: 6 months paid maternity leave, 4 months paid paternity leave, 6 months paid adoption leave plus shared parental leave options. To help ease the transition when you return to work you will be able to work 8 weeks at 80% of your normal work pattern and receive 100% of your normal salary.
We will rely on you to:
  • Develop and retain existing customer relations with the aim of maximising client value and ensuring portfolio growth in line with financial objectives
  • Actively support and coach less experienced members of the team, acting as a mentor by providing guidance, coaching and on the job training.
  • Define and implement a visit/contact plan for each client in line with existing service protocols, to ensure proactive, strategic Account Management (meetings/contacts out-with pre & post renewal times.
  • Establish the decision-making process, key connections/stakeholders and reason to buy, demonstrating the added value we offer to clients.
  • Manage and foster the three-tier relationship between client, broker and insurer  Identify and support development of business opportunities for additional sales of services and products.
  • Assist with internal reporting requirements in line with internal policy, standards, and systems.
What you need to have:
  • At least 5+ years’ experience managing large strategic accounts.
  • A deep understanding of the Trade Credit market.
  • Ability to communicate effectively with all key stakeholders.
  • Relationship building  Presentation & negotiation skills.
  • Report writing skills
What makes you stand out?
  • Client Management.
  • Product Knowledge.
  • Negotiation skills
Interested? Please send your CV and cover letter to Scott Walker (, and Ian Watts ( 

About Marsh
Marsh is the world’s leading insurance broker and risk adviser. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue approaching US $17 billion and 76,000 colleagues worldwide, MMC helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. Follow Marsh on Twitter @MarshGlobal; LinkedIn; Facebook; and YouTube, or subscribe to BRINK.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, religion, sexual orientation, gender identity or any other characteristic protected by applicable law.
We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at to discuss any specific needs.


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