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Commercial portfolio manager

Dublin
beBeeDirectorship
Portfolio manager
Posted: 26 January
Offer description

Account Director Job Description


Key Responsibilities:


1. Sales and Activity Management:
• Manage 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 executives on clients.
• Achieve other upsell / cross sell targets
• Ensure agreed processes are followed in all matters
• Manage aged debt and premium collection

2. Customer Relationship Management:
Build long-term trusted relationships with customers through understanding their needs being a true partner.
Enable customers to make informed decisions by sharing best advice knowledge.

3. Team Collaboration:
//Work closely designated Account Executives Team Lead.
//Assist achieving the overall objectives of Commercial Lines Team working together ensure the team is on track meet Arachas Retail monthly yearly targets //Compliance Work Compliance Teams ensuring quality file records meets prescribed standards Requirements CIP qualified minimum studying ACII Strong communication skills essential Excellent communication skills strong client relationship background Possess positive can-do attitude adapt change Attention detail Motivated self-starter work own initiative appreciate regulatory nature business Prioritise deadlines workload Demonstrate technical product knowledge Good negotiation skills understanding negotiate between price risk Adapt unforeseen events Personal organisation structured approach time resourcemanagement Strong IT organisational skills Previous experience similar role Open I experience Successful Insurance Sales experience Significant technical insurance knowledge Proficient Office Outlook Word Excel Develop relationships insurers clients Enthusiastic flexible approach demonstrated attention detail Willingness learn develop Strong work ethic Commitment ongoing professional development Quick learning capabilities aptitude understand variable elements insurance products

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