Senior External Broker
Are you passionate about credit insurance? Are you seeking for a progressive role in a growing company?
Xenia Broking Group are currently recruiting a Senior External Broker to join our regulated entity Credit & Business Finance Ltd. This role will be working in Sawbridgeworth with a team of awarded credit insurance specialists.
Xenia brings together two respected specialist credit insurance brokerage teams, Credit & Business Finance and Credit Risk Solutions. Xenia is part of the Nexus Group, a London based Managing General Agent.

Responsibilities of the role
  • Collation of renewal information using Goldmine, liaising with the client
  • Preparation of renewal statistics/information including loss history, key credit limits, turnover review, etc.
  • Responsibility for producing a professional renewal submission  Tracking/chasing indications from chosen markets
Credit limits:
  • Chasing of outstanding limits as required
  • Production of IRS’s
  • Ensuring clients understand basic policy requirements on setting limits
  • Coordinating and responding to relevant underwriter buyer reviews
  • Preparing claims documentation and initial submission letters to underwriter
  • Liaising with clients for submission of additional information and clarification of data
  • Ensuring clients understand basic policy requirements in respect of claims
Overdue accounts:
  • Ad hoc reporting of overdue account and follow-ups where the client is unable to complete the actions within policy conditions
  • Reminding clients of claim submission deadlines for those overdue returns that remain unpaid and raise awareness to client of actions required to satisfy policy compliance. Liaison with clients/underwriters on repayment plans
Service delivery:
  • Completing comprehensive file notes of all phone calls and meetings with follow up confirmation where relevant to the client, underwriter or intermediary
  • Ensuring as far as possible that clients understand their responsibilities in running a credit insurance policy
  • Complying with FCA rules and procedures and work within regulatory framework
Your profile:
  • You will have practical hands-on experience in the credit insurance industry managing, retaining and growing a book of clients working in a reputable brokerage for a minimum of 5 years
  • Or you will have experience working for one of the credit insurance insurers in an underwriting or business development role
  • Ideally you will be educated to degree level (e.g Business Studies, Economics), as a minimum you will have A’Levels with strong performance in English and Mathematics
  • IT literacy including Word, Excel, PowerPoint, Outlook and other Microsoft Office applications
  • Excellent communication skills and the ability to effectively build relationships with clients, underwriters and colleagues
  • Excellent organisational skills and the ability to multi-task
This role reports to: Service Director
To apply for this position, please email your CV to

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