Credit Insurance - Account Handler.
TL Dallas & Co Limited, Falkirk/Glasgow.
TL Dallas is one of the UK's leading independent Insurance Broking and Risk Management companies with offices throughout the UK.  We have a long and distinguished heritage and have been providing insurance services and solutions since 1919. We believe it is the relationships we have with our clients that allow us to fully understand their insurance requirements and our pursuit of continued service excellence is at the heart of all we do. Our people are key to our success and our values; Trust, Collaboration, Integrity and Commitment are ingrained into the TL Dallas culture and we pride ourselves on providing the very best advice and service to our clients!
An opportunity has arisen to join the Credit team as an Account Handler, based in either our Falkirk or Glasgow office.
The ideal candidate will have Trade Credit experience. However, those with banking, credit management, insurance or other related professions, will also be considered. As will business related degree level applicants.
The Role
The role will involve, providing support to Directors/Account Executives in the team, to ensure we maintain high service levels, and ensure we meet and exceed, our client’s needs and expectations.
Main Responsibilities
  • Working with Directors/Account Executives on all aspects associated with client retention, growth and maintenance of valued relationships.
  • With guidance, interface with clients and underwriters and be able to provide support and understanding of all day to day aspects of policy management.
  • Negotiating with insurers the credit limit requirements of clients and prospects
  • Information gathering, analysis and preparation of proposal, renewal or new business reports
  • Assist with overdue reporting processes and/or claims notifications to underwriters
  • Work with Directors/Account Executives on effective control of revenue and other data management systems used. 
  • Adhere fully to TLD business processes, systems and procedures
  • Ensure complete adherence with other training and compliance requirements specified by management or the company
Candidates Skills & Competencies
  • Strong interpersonal and communication skills
  • Ability to work in a fast-paced environment, both autonomously as well as within an established team
  • Needs to be highly organised and be able to monitor and manage multiple tasks, with a proven ability to work in a demanding environment
  • Must be a flexible team player and skilled in developing and maintaining relationships at all levels
  • Can listen and acquire new skills, always ready to learn.
  • Able to evidence sound commercial and financial awareness
  • Demonstrate a clear understanding of regulatory issues within an insurance or a financial services organisation
  • Excellent customer service skills and has an eye for detail and accurate data entry
  • Proficient in use of Microsoft Office and knowledge and competence with the use of Acturis would be a benefit. 
If you think you are the perfect candidate for this role, then please submit your CV to Credit@tldallas.com before the closing date of 14/10/2018. Salary Competitive depending on experience/plus other flexible company benefits.
Account Handler – Aon Credit Solutions, Chelmsford and Leeds.
Aon are currently recruiting Account Handlers to join our teams in Chelmsford and Leeds. The primary responsibility of the role is to support client managers and directors in servicing large corporate and international trade credit insurance clients.
Headquartered in London, Aon Plc is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. Aon is an equal opportunities employer. Aon's recruitment and selection policy ensures the best possible skill mix of colleagues and the highest quality candidates are appointed using objective job-related criteria.

About the Role
As an Account Handler – Credit Solutions your main responsibilities will involve: 
  • Under instruction and direction of client manager/client directors, helping with renewal, retention and growth of existing client relationships
  • Working within a team on a portfolio of accounts to ensure that relevant information is shared among client team and required actions are taken to meet clients' needs
  • Interacting with Clients and Insurers on day to day policy management including credit limit management, following up progress on reported buyers overdue in making payment to client for goods sold and delivered on credit terms
  • Supporting client managers and directors with Policy renewals including gathering and analysing relative statistical detail, chasing potential Insurer for indications of cover, preparation of Renewal reports 
  • Assisting with Claims examination and broking process Gathering and analysing policy and market data, producing reports and presentations 
  • Where appropriate liaising with Aon global network on Global Client programmes. 
  • Developing and improving the day to day client relationship and client experience
  • Supporting client managers/client directors in delivering operational excellence and best practice including revenue tracking and data management via internal IT systems 
  • Working in accordance with the Aon UK Limited Risk Management Framework, and compliance with the Aon UK Limited policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company. 
About you
As an Account Handler your skills and qualifications will ideally include; 
  • Work experience in insurance, credit management or related sector would be of advantage but not essential
  • An understanding of, and interest in, the Insurance market
  • Proficient in use of Microsoft office and confident with IT systems 
 
What we’re looking for in you: 
  • Enthusiastic and innovative Team player
  • Ability to handle significant workflow through efficient time management
  • Ability to use IT systems to efficiently to deliver client service Deliver consistent, positive operational results with the best balance of investment and efficiency
  • Strong interaction skills Ability to find creative solutions to new problems as they arise Act with integrity and work in a way that positively impacts our clients, colleagues and communities 
This role offers a competitive salary and bonus, plus a comprehensive benefits package and 25 days holiday. Through our flexible benefits, you will also have the opportunity to choose additional benefits, including healthcare, childcare vouchers and additional holiday. To apply for this position, please send you CV and covering letter to Samantha Cook | Recruitment Business Partner Aon UK Limited at samantha.cook@aon.co.uk.
Client Manager/ Account Executive - Aon Credit Solutions, Chelmsford or London.
Aon are currently recruiting a Client Manager to expand our successful Credit team in London or Chelmsford. The Client Manager will be primarily responsible for maximising profitable retention revenue through the delivery of top class service and client satisfaction.  

About the role
As a Client Manager your key responsibilities will include:
Ownership of own portfolio of clients as well as support to strategic and global client relationships as part of a multi skilled broking team.
Interacting with Clients, Insurers and colleagues across all aspects of policy management including:
  • Managing renewal of programmes within you own portfolio and supporting client directors on renewal process for global and strategic accounts
  • Supporting credit limit process
  • Advising clients on reporting of overdue buyers and liaising with insurers
  • Assisting with claims submissions and claims’ broking process
  • Negotiation of policy wordings with insurers and timely delivery of accurate policy documentation
  • Providing training and guidance on policy terms and conditions
  • Producing high quality policy and market data, producing reports and presentations 
  • Liaising with colleagues across the Aon global network on Global Client programmes
  • Advising clients on market developments and sharing knowledge of market trends to enhance the overall value proposition
  • Introducing and supporting team on new business opportunities to achieve individual new business target 
About you 
Experience of credit insurance, credit management or related sector would be of advantage but not essential. Competent in use of Microsoft Office and IT systems
  • Enthusiastic and innovative Team player
  • Ability to handle significant workflow through efficient time management and organisation
  • Ability to use IT systems to efficiently to deliver client service
  • Self motivated and willing to use own initiative
  • Ability to find creative solutions to new problems as they arise Integrity and working in a way that positively impacts our clients, colleagues and communities 
This role offers a competitive salary and bonus, plus a comprehensive benefits package and 25 days holiday. Through our flexible benefits, you will also have the opportunity to choose additional benefits, including healthcare, childcare vouchers and additional holiday. To apply for this position, please send you CV and covering letter to Samantha Cook | Recruitment Business Partner Aon UK Limited at samantha.cook@aon.co.uk.
Senior Client Advisor - Trade Credit. Marsh, Manchester.
The Team
The UK Trade Credit Practice helps clients manage their receivables risk by providing bespoke credit insurance solutions. Our diverse market spread encompasses global multinationals through to UK SME’s and our UK team is part of an internationally coordinated group of colleagues dedicated to facilitating credit placements and providing expert advice and guidance to clients in more than 50 countries.
The Role
The Senior Client Advisor will build and maintain relationships with clients, being the primary point of contact for day-to-day service needs, ensuring that we meet/exceed clients’ needs and expectations. In addition, they will contribute to the team’s achievement of client retention and growth targets.
Key responsibilities
Daily servicing of our clients and assisting Client Executives with the renewal process and/or conducting and concluding the renewal process.
Tasks to include but not limited to: 
  •  Managing credit limit requirements for our clients via the various insurer on-line portals and speaking directly with the insurers; 
  • Providing our clients with support and guidance to ensure they adhere to their policy terms and conditions, e.g. reporting overdue invoices, making claims on time etc; 
  • Administering any action logs, ensuring tasks are actioned in a timely fashion, monitored and followed to their completion; 
  • Preparing pre-renewal submission data; 
  • Carrying out client meetings to provide client service, conduct renewals and/or assist the Client Executives, producing minutes and managing any resulting action points; 
  • Preparation of renewal reports and invoicing; 
  • Manage renewals within the SME portfolio; 
  • Assist Development Executives on New Business cases as required; 
  • Actively build relationships across Marsh and with other departments; 
  • Adhere to Marsh business processes, systems and procedures at all times.
Skills and experience
  • Excellent time management and organisational skills; 
  • Strong interpersonal skills and a good communicator; 
  • Competent user of Microsoft Excel; 
  • Self- motivated with a positive and flexible attitude to getting things done; 
  • Excellent attention to detail; 
  • Able to perform well under pressure; 
  • Able to work using own initiative; 
  • Have the ability to listen and acquire new skills. 
  • Previous knowledge and experience of Credit Insurance would be ideal but is not essential; 
  • A basic knowledge of insurance would be advantageous; 
  • You will be required to build a strong knowledge of Credit Insurance policy wordings and features. 
Other
  • The successful candidate will need to be used to working as part of a team, be flexible both in terms of the tasks performed and hours worked in order for the wider team to collectively achieve our goals. 
  •  Full Driving License – you will be required to travel within the UK.
To apply for this position please send your CV with a covering letter to Steve Howells Stephen.Howells@marsh.com.

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