Account Executive, Business Development - Commercial Lines, Broking (North West)
Indexed description
Geographical Location: North West (Cavan, Sligo or Letterkenny)
Reports To: Team Lead
Key Internal Relationships: Business Development Director, Regional Manager, Regional Director,
Key External Relationships: Prospective Clients and Insurance Companies
Sales And Activity Management
- Seek, Quote and Convert quotations for new commercial clients.
- Meet challenging income acquisition and referral targets set.
- Assist in achieving the overall objectives of the Commercial Lines New Business Team.
- Comply with all relevant compliance legislation.
- Manage aged debt and premium collection in line with company procedures.
- Comply with all Management Audit Requirements.
- Ensure agreed processes are followed in all matters.
- Maintain an excellent team work ethic.
- Build effective working relationships with all prospective clients in a short space of time by establishing trust, anticipating needs, sharing information and meeting commitments.
- Portray a professional image to exceed customer service standards.
- Take personal responsibility for delivering the highest level of accuracy and quality in your work.
- Work closely with Business Development Director
- Work within a collaborative team environment.
- Assist in achieving the overall objectives of the Northwest region
- Work with the QA and Compliance Teams in ensuring that quality of file records meets prescribed standards.
- CIP Qualified
- Candidate must demonstrate the ability to work in a team environment with a high level of energy.
- Strong communication skills are essential.
- An aptitude for selling and being flexible to meet tight deadlines.
- Demonstrate good technical & product knowledge. Excellent negotiation skills and an understanding how best to negotiate between price and risk.
- 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.
- An enthusiastic and flexible approach, along with demonstrated attention to detail.
- 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.
- Compliant with the Central Bank’s Minimum Competency Code and Fitness & Probity
- 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 in a limited time frame. 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.
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