Account Executive - Commercial, Broking (Limerick)
The purpose of this role is for an experienced Account Executive to work within a dynamic team setting. The role entails working on commercial accounts with an Account director and managing and developing an established commercial book of business.
Reports To: Team Lead, Commercial Lines
Key Internal Relationships: Regional Manager & Regional Director, Account Directors, Account Executives
Key External Relationships: Customers, Insurance companies, Credit Management
Sales and Activity Management
* Responsible for client insurance requirements including inviting, securing and documenting renewal as well as mid‑year alterations and claims handling in line with agreed protocols and procedures
* Provide account support to account directors on clients
* Ensure agreed processes are followed in all matters
* Manage aged debt and premium collection
* Comply with all management audit requirements
Customer Relationship Management
* Build effective working relationships with all customers by establishing trust, anticipating needs, sharing information and meeting commitments
* Deal with any issues that customers may have with queries, quotes etc.
Customer Service
* Portray a professional image to meet or exceed customer service standards
* Take personal responsibility for delivering the highest level of accuracy and quality in your work
* Deal with requests and enquiries from customers, staff and management in a professional and timely manner
Team Collaboration
* Work closely with designated account director
* Work as part of a team environment to ensure all customer needs are met
* Work together to ensure the team is on track to meet monthly and yearly targets
Compliance
* Work with the team manager and compliance teams in ensuring that quality of file records meets prescribed standards
Requirements
* Minimum CIP Qualification
* Candidate must demonstrate the ability to work in a team environment
* Strong communication skills are essential
* Possess a positive, can‑do attitude with the ability to adapt to and embrace change
* Attention to detail
* Manage deadlines and prioritise workload
* Demonstrate good technical and product knowledge
* Prioritise workloads and adapt to unforeseen events
* A good degree of personal organisation and a structured approach to time and resource management
Person Specification
* Previous Open I experience
* Proficient in Office, including Outlook, Word and Excel
* Friendly and assertive manner on the phone
* Ability to develop relationships with insurers and clients
* Willingness to learn and develop
* Strong work ethic
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