The purpose of this role experience Account Executive to work within a dynamic team setting. The role entails working on commercial accounts with an Account director and managing and developing an established commercial book of business. This role is based in our Waterford office on a hybrid basis. Reports To: Team Lead, Commercial Lines Key Internal Relationships: Regional Manager & Regional Director, Account Directors, Account Executives Key External Relationships: Customers, Insurance companies, Credit Management Sales and Activity Management: Responsible for 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 Account support to Account Director(s) on clients. Ensure agreed processes are followed in all matters Manage aged debt and premium collection Comply with all management audit requirements Customer Relationship Management: Build effective working relationships with all customers by establishing trust, anticipating needs, sharing information and meeting commitments Deal with any issues that customers may have with queries, quotes etc. Customer Service: Portray a professional image to meet or exceed customer service standards Take personal responsibility for delivering the highest level of accuracy and quality in your work Deal with requests and enquiries from customers, staff and management in a professional and timely manner Team Collaboration: Work closely with designated Account Director. Working as part of a team environment to ensure all customer needs are met Working together to ensure the team is on track to meet monthly and yearly targets Compliance: Work with the team manager and compliance teams in ensuring that quality of file records meets prescribed standards. Requirements: Minimum CIP Qualification Candidate must demonstrate the ability to work in a team environment Strong communication skills are essential Possess a positive, can do attitude with the ability to adapt to and embrace change Attention to detail Possess the ability to manage deadlines & prioritise workload Demonstrate good technical & product knowledge 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 Person Specification: Previous Open I experience Proficient in Office, including Outlook, Word & Excel Friendly and assertive manner on the phone Ability to develop relationships with insurers and clients Willingness to learn & develop Strong work ethic #J-18808-Ljbffr
A regional insurance brokerage is seeking an experienced Account Executive to join their Waterford office on a hybrid basis. The role includes managing commercial accounts, supporting the Account Director, and building relationships with customers. Candidates should possess a minimum CIP qualification and demonstrate strong communication and teamwork skills. The company values attention to detail and adaptability. Competitive compensation and opportunities for personal development are offered. #J-18808-Ljbffr
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 resourcemanagement. 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. #J-18808-Ljbffr
A leading insurance brokerage in Dublin seeks a dedicated individual to manage client portfolios and ensure the highest level of service. This role involves building strong relationships, effective teamwork, and maintaining compliance standards. Candidates should have a minimum of 5 years in commercial insurance, strong communication skills, and proven technical knowledge. You will work in a dynamic team environment to meet targets and drive business growth. #J-18808-Ljbffr
Overview The purpose of this role is to manage a portfolio of existing High Net Worth (HNW) & Ultra High Net Worth (UHNW) clients, secure new customers and support the growth of Private Client. This senior role entails managing new and existing Private Client Accounts in conjunction with the Private Client team. The role also involves collaborating with Broking colleagues to promote Private Client across all Regions. Geographical Location: Dublin Region Reports To: Head of Private Client Sales Key Internal Relationships: Managing Directors Broking, Regional Directors, Regional Managers, Regional Business Managers, Account Directors, Account Executives, other business units, Business Enablement Teams. Responsibilities Seek, Quote and Convert quotations for new Private clients. Assist in achieving the overall New Business objectives of the Private client team Liaise with Broking colleagues to achieve cross sell targets Responsible for managing Personal Insurance Portfolio’s for UHNW & HNW customers, documenting renewal as well as mid-year alterations and claims handling in line with agreed protocols and procedures Manage aged debt and premium collection. Meet income acquisition and referral targets set Maintain an excellent team work ethic. Customer Relationship Management Build effective working ‘in person’ relationships with all customers by establishing trust, anticipating needs, sharing information and meeting commitments. Originate, manage and drive relationships in the generation of new business and increasing revenue on the existing book. Attend Appraisals alongside Insurance Company Surveyor. Customer Service Provide professional, action-orientated and timely service to our customers, colleagues and management Put customers at the heart of everything you do, aiming to delight them during every interaction to build loyalty in line with the Arachas Customer Charter. Portray a professional image to exceed customer service standards. Take personal responsibility for delivering the highest level of accuracy and quality in your work. Team Collaboration Work closely with the Private client team and the Private Client management team as well as the wider Broking division. Working with the team to develop new business pipeline and to deliver best results. Assist in achieving the overall objectives of the Private client team. Compliance Work with the Commercial Teams Regional Director’s and Compliance Teams in ensuring that quality of file records meets prescribed standards. Working in line with the QA Framework and Central Bank regulations. Requirements CIP qualified as a minimum and preferably studying towards the ACII. Compliant with the Central Bank’s Minimum Competency Code and Fitness & Probity. Previous experience in the area of New Business Development, with excellent technical and product knowledge. Experienced in building strong working relationships with clients, insurers and colleagues. Commitment to ongoing professional development. Quick learning capabilities and an aptitude for understanding the variable elements of insurance products. Ability to deal with and convert larger more complex commercial risks into clients. Excellent communication skills and a strong client relationship background are essential. 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 and adapt to unforeseen events. Motivated, self-starter who will work on their own initiative and appreciate the regulatory nature of the business. Candidate must demonstrate the ability to work in a team environment with a high level of energy and attention to detail Strong IT and organisational skills. #J-18808-Ljbffr
