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Account executive

Fortis Recruitment
Account executive
€60,000 - €80,000 a year
Posted: 9 November
Offer description

We’re currently hiring for an exciting opportunity with a leading Insurance Broker based in Wexford, Ireland


Key Responsibilities:

* Handle inbound and outbound sales calls to engage potential clients and convert leads into policies.
* Assess client requirements and recommend suitable insurance products.
* Prepare and present quotes, explaining coverage details and benefits clearly and accurately.
* Follow up on inquiries and quotes promptly to maximise conversion rates.
* Proactively contact existing clients to discuss policy renewals, ensuring continued coverage and customer satisfaction.
* Identify opportunities to upsell or cross-sell additional products or services.
* Manage lapsed or at-risk policies, working to re‑engage clients and recover lost business.
* Deliver exceptional service by understanding client needs and providing professional, empathetic support.
* Handle customer queries, complaints, or escalations efficiently and to a high standard.
* Build long‑term relationships with clients by ensuring a positive and trustworthy experience.
* Ensure all sales and retention activities comply with regulatory requirements and internal policies.
* Maintain accurate records of client interactions, quotes, and sales using CRM system.
* Stay up to date with changes in insurance products, pricing, and compliance requirements.
* Work closely with the Regional Sales Manager and team members to achieve shared targets.
* Contribute to team meetings and share insights or best practices to improve performance.


Your Skills, Experience and Qualifications:

* Minimum of APA qualification
* Previous experience in a similar role would be an advantage
* Proven ability to achieve sales targets and provide excellent customer service.
* Strong interpersonal and communication skills and the ability to build rapport with clients.
* Persuasive and confident sales abilities, with a customer‑focused approach.
* Excellent organizational and time‑management skills to handle multiple tasks.
* Problem‑solving skills to address client concerns effectively.
* Proficiency with CRM systems and Microsoft Office Suite.
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