Account Executive- Commercial Lines- Birr

The purpose of this role is a client executive position working within a dynamic team setting. The role involves managing commercial accounts alongside an account director and developing an established commercial book of business.

Sales and Activity Management:

• Responsible for client insurance requirements, including inviting, securing, and documenting renewals, as well as mid-year alterations and claims handling, following agreed protocols and procedures.
• Achieve individual income targets.
• Provide account support to Account Director(s) for set clients or on an ad hoc basis as requested.
• Meet upsell and cross-sell targets.
• Follow agreed processes in all matters.
• Manage aged debt and premium collection.
• Comply with all management audit requirements.

Customer Relationship Management:

• Build effective relationships with customers by establishing trust, anticipating needs, sharing information, and meeting commitments.
• Address customer issues related to queries, quotes, etc.

Customer Service:

• Maintain a professional image to meet or exceed customer service standards.
• Ensure high accuracy and quality in work.
• Handle requests and inquiries from customers, staff, and management professionally and promptly.

Team Collaboration:

• Work closely with designated Account Director(s) if applicable.
• Collaborate within the team to meet all customer needs.
• Contribute to achieving monthly and yearly targets.

Compliance:

• Work with team managers and compliance teams to ensure file records meet prescribed standards.

Requirements:

• Minimum APA qualification, working towards CIP qualification.
• Ability to work effectively in a team environment.
• Strong communication skills are essential.
• Positive attitude with adaptability to change.
• Attention to detail.
• Ability to manage deadlines and prioritize workload.
• Good technical and product knowledge.
• Ability to handle unforeseen events with flexibility.
• Organized with a structured approach to time and resource management.

Person Specification:

• CIP qualification preferable.
• Experience with Open I is advantageous.
• Proficient in Office applications, including Outlook, Word, and Excel.
• Friendly and assertive communication skills, especially on the phone.
• Ability to develop relationships with insurers and clients.
• Willingness to learn and develop.
• Strong work ethic.