Reports To: Regional Manager (South)

Key Internal Relationships:

Regional Director, Regional Manager, Account Directors, Team Lead and Account Executives, Finance Division

Key External Relationships:

Clients, New Customers, Insurance Companies and Credit Management

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.

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 met

• 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:

• 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 in SME.

• 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

• 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.