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Lead Client Account Executive

2 months ago

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

As a Lead Client 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 standard Premium Credit Control Shared Service. Your focus will be on client-specific initiatives and services we offer, while also providing support to the shared service framework.

This position is designed to adapt over time, aligning 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.

Core Responsibilities:

  • Legacy Premium Credit Management: Overseeing the statement process for brokers, evaluating and documenting responses, conducting broker meetings, reviewing premiums, and engaging in client discussions and reporting.
  • Cancellation Notice Support: Gathering and analyzing data extracts, generating client reports, liaising with brokers, and addressing potential issues.
  • Reporting Duties: Assisting the Head of Bureau credit management and Team Manager with both internal and external reporting, including escalations.
  • Quality Assurance: Evaluating the work completed by the team, identifying areas for enhancement, and recognizing training opportunities.
  • Premium Discrepancy Analysis: Investigating balance discrepancies and communicating with clients or brokers as necessary, while updating the status 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 – Word, PowerPoint, Excel (including VLOOKUP, PivotTables, and IF statements)
  • Experience in reporting
  • Background in finance or credit management