Romain Meresse

The solutions proposed by Marsh Trade Credit practice are related to Trade receivables financing, inventory financing, supply chain financing and non payment solution. We work with SME's and large corporate to deliver tailored made solution to optimise cash management and risk management. We also work with partners such as Private Equity funds and advisor firms, with also M&A dimension.

Main assignment as Account Manager :

- In charge of a portfolio of 200 B to B insured (one policy with a broker)

- The contact between the company and the PH, still dedicated to the CRM thanks to close relationship with Underwriting department, claims and information department, back office center

- Adjust policies wording, according to clients needs (rates, special clause, LPA), and defend company and client positions

- Develope existing client portfolio by needs discovery such as: credit insurance policy on subsidiary (France & abroad), propose other product like Bonding, Single Risk or transport insurance

- And I was the main contact for factor and banks to discuss about existing client

- Reporting and direct portfolio follow-up (New business, re-pricing & cancellation)