The purpose of this role is to manage a portfolio of existing clients and execute a constantly evolving pipeline to quote and secure new clients within a dynamic team setting. The role entails managing new and existing commercial accounts in conjunction with the Regional Director.
Location: Cork
Reports To: Regional Director
Key Internal Relationships: Managing Director Broking, Account Directors, Business Development, Director, Regional Business Manager, Team Lead and Account Executives, Finance Division
Key External Relationships: Clients, New Customers, Insurance Companies and Credit Management
Role Accountabilities and Core Responsibilities
Sales and Activity Management
Responsible for managing 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 support and guidance to Account Executive(s) on clients.
Achieve upsell/cross‑sell targets.
Ensure agreed processes are followed in all matters.
Manage aged debt and premium collection.
Comply with all Management Audit Requirements.
Seek, quote and convert quotations for new commercial insurance business.
Meet income retention, income acquisition and referral targets set.
Customer Relationship Management
Build long‑term trusted relationships with customers through understanding their needs and being a true partner.
Enable customers to make informed decisions through the sharing of best advice and knowledge.
Customer Service
Provide professional, action‑oriented and timely service to customers, staff and management.
Put customers at the heart of everything you do, aiming to delight them during every interaction to build loyalty.
Team Collaboration
Work closely with designated Account Executives and Team Lead.
Work as part of a Team environment to ensure all customers' needs are met.
Assist in achieving the overall objectives of the Commercial Lines Team.
Work together to ensure the Team is on track to meet Arachas Retail monthly and yearly targets.
Compliance
Work with the Team Leader and Compliance Teams to ensure that the quality of file records meets prescribed standards.
Requirements
CIP qualified as a minimum and studying towards the ACII.
Demonstrated ability to work in a team environment with a high energy level.
Strong communication skills are essential; excellent communication skills and a strong client relationship background.
Positive, can‑do attitude with the ability to adapt to and embrace change.
Attention to detail; motivated, self‑starter who works on initiative and appreciates the regulatory nature of the business.
Ability to manage deadlines and prioritise workload; apt for selling with flexibility in working hours to meet tight deadlines.
Good technical and product knowledge; excellent negotiation skills and an understanding of how best to negotiate between price and risk.
Ability to prioritise workloads and adapt to unforeseen events.
Good personal organisation and a structured approach to time and resource management; strong IT and organisational skills.
5 years commercial experience in SME.
Compliant with the Central Bank’s Minimum Competency Code and Fitness & Probity.
Person Specification
Previous experience in a similar role.
Previous Open I experience and successful insurance sales experience.
Significant technical insurance knowledge.
Proficient in Office, including Outlook, Word and Excel.
Ability to develop relationships with insurers and clients; enthusiastic and flexible with demonstrated attention to detail.
Willingness to learn and develop.
Strong work ethic.
Commitment to ongoing professional development; quick learning capabilities and an aptitude for understanding the variable elements of insurance products.
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