Account Director – Private Client, Broking
The purpose of this role is to manage a portfolio of existing High Net Worth and Ultra High Net Worth clients, secure new customers and support the growth of Private Client. This senior role involves managing new and existing Private Client Accounts in conjunction with the Private Client team, and collaborating with Broking colleagues to promote Private Client across all Regions.
Geographical Location: Dublin Region
Reports To: Head of Private Client Sales
Key Internal Relationships:
Managing Directors Broking
Regional Directors
Regional Managers
Regional Business Managers
Account Directors
Account Executives
Other business units
Business Enablement Teams
Responsibilities
Seek, quote, and convert quotations for new Private clients.
Assist in achieving the overall New Business objectives of the Private client team.
Liaise with Broking colleagues to achieve cross‑sell targets.
Manage Personal Insurance Portfolios for UHNW & HNW customers, documenting renewal, mid‑year alterations and claims handling in line with agreed protocols and procedures.
Manage aged debt and premium collection.
Meet income acquisition and referral targets set.
Maintain an excellent team work ethic.
Customer Relationship Management
Build effective working‘in‑person’ relationships with all customers by establishing trust, anticipating needs, sharing information and meeting commitments.
Originate, manage and drive relationships in generating new business and increasing revenue on the existing book.
Attend appraisals alongside Insurance Company Surveyor.
Customer Service
Provide professional, action‑oriented and timely service to our customers, colleagues and management.
Put customers at the heart of everything you do, aiming to delight them during every interaction to build loyalty in line with the Arachas Customer Charter.
Portray a professional image to exceed customer service standards.
Take personal responsibility for delivering the highest level of accuracy and quality in your work.
Team Collaboration
Work closely with the Private client team and the Private Client management team as well as the wider Broking division.
Work with the team to develop new business pipeline and to deliver best results.
Assist in achieving the overall objectives of the Private client team.
Compliance
Work with the Commercial Teams Regional Director’s and Compliance Teams to ensure that file records meet prescribed standards.
Work in line with the QA Framework and Central Bank regulations.
Requirements
CIP qualified as a minimum and preferably studying toward the ACII.
Compliant with the Central Bank’s Minimum Competency Code and Fitness & Probity.
Previous experience in New Business Development with excellent technical and product knowledge.
Experience in building strong working relationships with clients, insurers and colleagues.
Commitment to ongoing professional development. Quick learning capabilities and aptitude for understanding variable elements of insurance products.
Ability to deal with and convert larger, more complex commercial risks into clients.
Excellent communication skills and a strong client‑relationship background are essential.
Excellent negotiation skills and an understanding of how best to negotiate between price and risk.
Positive, can‑do attitude, ability to adapt to and embrace change and adapt to unforeseen events.
Motivated, self‑starter who will work on their own initiative and appreciate the regulatory nature of the business.
Demonstrates ability to work in a team environment with high energy and attention to detail.
Strong IT and organisational skills.
Details
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Sales and Business Development
Industry: Insurance
#J-18808-Ljbffr