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Lead Account Executive

2 months ago

StokeonTrent, Stoke-on-Trent, United Kingdom Davies Full time
Position Overview

As a Lead Account Executive at Davies, you will play a pivotal role in the project sector, collaborating closely with the Head of Bureau credit management on aspects beyond the Lloyds Premium Credit Management Shared Service. Your focus will be on client-specific initiatives and services we offer, while also providing support to the shared service.

This position is designed to adapt over time to align with the evolving needs of the business as we respond to our clients' demands.

Although you will be part of a larger team, this role requires a high degree of independence and self-direction, enabling you to translate guidance into actionable results.

Effective communication and strong organizational skills are essential, as you will manage multiple projects concurrently.

Primary Responsibilities:

  • Legacy Premium Credit Management: Overseeing the statement process for brokers, evaluating and documenting responses, conducting broker meetings, performing premium assessments, engaging in client discussions, and generating reports.
  • Cancellation Notice Support: Gathering and analyzing data extracts, developing client reports, liaising with brokers, and addressing potential issues.
  • Reporting: Assisting the Head of Bureau credit management and Team Manager with both internal and external reporting, including escalations.
  • Quality Assurance: Reviewing team outputs to identify areas for enhancement and training opportunities.
  • Premium Discrepancy Analysis: Investigating balance discrepancies and communicating with clients or brokers as necessary, while updating statuses in the internal system.

Additional Projects:

Essential Skills and Experience:

  • Strong organizational abilities
  • Excellent communication skills
  • Meticulous attention to detail and accuracy
  • Quick learner with problem-solving capabilities
  • Effective deadline management
  • Proficiency in Microsoft Office Suite – including Word, PowerPoint, and Excel (X/VLOOKUPs, Pivot Tables, IF statements)
  • Experience in reporting
  • Background in finance or credit management