Job summary
The Credit Insurance Account Officer is responsible for the day-to-day operational management of clients’ credit insurance contracts. They ensure the proper execution of contracts, compliance with contractual obligations (declarations, premiums, amendments), and contribute to process optimisation in order to guarantee client satisfaction and the reliability of internal data.
Key responsibilities
1. Credit insurance contract management
- Ensure the daily monitoring of credit insurance contracts, guaranteeing their compliance and proper execution
- Manage the signing, registration, and updating of contractual amendments
- Track client obligations: turnover declarations, premium payments, and deadline compliance
- Monitor credit limits granted by insurers, in coordination with internal teams
2. Key account support
- Work closely with Key Account Managers on the implementation and operational follow-up of insurance programs
- Contribute to the design of tailored solutions for complex and international clients
3. Client follow-up & insurer relationship management
- Act as the main point of contact for SME clients regarding their insurance contracts
- Coordinate with insurers on necessary adjustments (endorsements, declarations, coverage updates)
- Support clients in preparing and submitting turnover declarations and claims
4. Analysis & reporting
- Prepare regular performance analysis of contracts: coverage rates, claims-to-premium ratios, exposure monitoring
- Produce reporting materials and presentation decks for client meetings
- Ensure data accuracy and updates within internal tools (Salesforce, CRM, etc.)
5. Process optimisation
- Identify opportunities to improve administrative and operational contract management
- Contribute to the digitalisation of processes and train clients on available digital tools
Key performance indicators (KPIs)
- Collection monitoring and update rate
- Accuracy and compliance of turnover declarations (DCA)
- Data quality and reliability in Salesforce
- Timeliness of policy review and validation processes
Required skills
- Strong organisational skills and ability to prioritise
- Excellent interpersonal and client service skills
- Ability to work independently while contributing to a team environment
- Collaborative mindset, proactivity, and continuous improvement orientation