The purpose of this role is to manage a small book of existing business and work as part of a dynamic sales team seeking and winning Commercial New Business. The role entails management of an existing small book of business whilst also focusing on specific company driven sales campaigns with the New Business and Existing Teams as well as working on own initiative to generate larger type Commercial New Business leads for conversion.

Sales and Activity Management:

• Seek, Quote and Convert quotations for new commercial clients.
• Meet income acquisition and referral targets set.
• Assist in achieving the overall objectives of the Commercial Lines New Business Team.
• 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.
• Comply with all relevant compliance legislation.
• Manage aged debt and premium collection.
• Comply with all Management Audit Requirements.
• Ensure agreed processes are followed in all matters.
• Maintain an excellent team work ethic.

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 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 Business Development Director (Dublin).
• Work within a collaborative team environment.
• Assist in achieving the overall objectives of the Commercial Lines New Business Team.
• Work closely with designated Account Executives and Team Lead.
• Work as part of a Team environment to ensure all your customer needs are met
• Assist in achieving the overall objectives of the Commercial Lines Team.

Compliance:

• Work with the Commercial Team and the New Business Development Director (Broking) and Compliance Teams in ensuring that quality of file records meets prescribed standards.

Requirements:

• Candidate must demonstrate the ability to work in a team environment with a high level of energy.
• Ability to deal with and convert larger more complex commercial risks into clients.
• Strong communication skills are essential. Excellent communication skills and a strong client relationship background.
• 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.
• CIP qualified as a minimum and studying towards the ACII.
• Compliant with the Central Bank’s Minimum Competency Code and Fitness & Probity.

Person Specification:

• Previous experience in a similar role with ability to manage existing book of business and pursue new business prospects.
• 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.