The role of the Account Director in our Cork region 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 Manager.
Key Responsibilities:
Sales and Activity Management:
* Responsible for managing client insurance requirements, including inviting, securing, and documenting renewals, 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 and cross-sell targets.
* Ensure all processes are followed correctly.
* 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, acquisition, and referral targets.
Customer Relationship Management:
* Build long-term trusted relationships with customers by understanding their needs and acting as a true partner.
* Enable customers to make informed decisions by sharing 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, aiming to delight them during every interaction to build loyalty.
Team Collaboration:
* Work closely with designated Account Executives and Team Lead.
* Collaborate as part of a team to meet customer needs.
* Assist in achieving the overall objectives of the Commercial Lines Team.
* Work together to ensure the team meets Arachas Retail monthly and yearly targets.
Compliance:
* Work with the Team Leader and Compliance Teams to ensure file records meet prescribed standards.
Requirements:
* At least 5 years of commercial experience in SME.
* CIP qualification at minimum; studying towards ACII.
* Excellent communication skills and a strong client relationship background.
* Positive, proactive attitude with adaptability to change.
* Good technical and product knowledge, excellent negotiation skills, and understanding of balancing price and risk.
* Ability to prioritize workloads and handle unforeseen events.
* Strong organizational skills and a structured approach to time and resource management, including IT proficiency.
* Compliance with the Central Bank’s Minimum Competency Code and Fitness & Probity standards.
Person Specification:
* Experience in a similar role.
* Previous Open I experience and successful insurance sales background.
* Significant technical insurance knowledge.
* Proficiency in Office applications, including Outlook, Word, and Excel.
* Ability to develop relationships with insurers and clients.
* Enthusiastic, flexible, detail-oriented, and eager to learn and develop.
* Strong work ethic and commitment to ongoing professional development.
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