Insurance Account Executive
The role of an insurance account executive is crucial to a company's success, responsible for managing sales and customer relationships. This position requires the ability to work closely with team managers to develop and implement effective call flows and strategies.
Sales and Activity Management
An insurance account executive will be responsible for handling web enquiries and client questions, successfully closing sales across a broad range of products. They must also maintain accurate records of sales activity and ensure that all transactions are processed in a timely manner.
Customer Relationship Management
Building strong, trust-based relationships with customers is vital for the success of an insurance account executive. This includes anticipating customer needs, sharing relevant information, and consistently meeting commitments.
Customer Service
Providing exceptional customer service is essential for an insurance account executive. This includes maintaining a professional image, delivering service that meets or exceeds company standards, and responding promptly and professionally to requests and enquiries from customers, colleagues, and management.
Key Requirements:
* A strong background in sales or customer service
* A minimum of 1 year's relevant insurance experience
* Compliance with Central Bank Minimum Competency Requirements
* An APA (Personal General Insurance) qualification at minimum