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.
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.
Geographical Location: Sandyford, Naas
Reports To: Regional Director
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.
* The achievement of other 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 sharing of best advice and knowledge.
Customer Service
* Provide professional, action-orientated and timely service to our 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 your customer needs are me
* Assist in achieving the overall objectives of the Commercial Lines Team.
* Working 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 in ensuring that quality of file records meets prescribed standards.
Requirements
* CIP qualified as a minimum and studying towards the ACII.
* Candidate must demonstrate the 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.
* Possess a positive, can do attitude with the ability to adapt to and embrace change.
* Attention to detail. Motivated, self-starter who will work on their own initiative and appreciate the regulatory nature of the business.
* Possess the ability to manage deadlines & prioritise workload. An aptitude for selling and flexibility in working hours to meet tight deadlines.
* Demonstrate good technical & product knowledge. Excellent negotiation skills and an understanding how best to negotiate between price and risk.
* The ability to prioritise workloads and adapt to unforeseen events.
* A good degree of personal organisation and a structured approach to time and resource management. Strong IT and organisational skills.
* 5 years commercial experience
* Compliant with the Central Bank's Minimum Competency Code and Fitness & Probity.
Person Specification
* Previous experience in a similar role
* Previous Open I experience. Previous successful Insurance Sales experience.
* Significant technical insurance knowledge.
* Proficient in Office, including Outlook, Word & Excel.
* Ability to develop relationships with insurers and clients. An enthusiastic and flexible approach, along with demonstrated attention to detail.
* Willingness to learn & develop
* Strong work ethic
* Commitment to ongoing professional development. Quick learning capabilities and an aptitude for understanding the variable elements of insurance products.