Purpose of the role is to assist the Regional Manager with the smooth running of the West Region to include:

• Working towards achievement of monthly/annual income targets across New/Existing Business

• Oversight of placement strategy across the team.

To provide key management information to Regional Director/ Regional Manager

Geographical Location: Galway

Reports To: Regional Manager (West)

Key Internal Relationships:

• Regional Directors, Regional Manager, Regional Business Managers, Account Directors and Account Executives

Key External Relationships:

• Customers

• Insurance companies

• Credit Management

Role Accountabilities and Core Responsibilities

Team Management:

• Responsible for guiding and leading the team toward the achievement of Income Budget and other upsell / cross sell targets set for the team.

• Ensure agreed processes are followed, whilst looking for ways to improve efficiencies.

• Manage team workload and performance to include the completion of One to Ones and Performance Reviews.

• Follow up on implementation of the Performance Objectives of the team and identify training requirements for individual team members.

• Management of Dayforce for team.

• Maintain an excellent teamwork ethic.

• Conduct regular team meetings.

Sales & Activity Management:

• Monitor and reporting on monthly income reports on ongoing basis

• Ensure that each month is completed in a timely manner and reports / updates submitted on time to division management.

• Manage aged debt and premium collection.

• Comply with all management audit requirements.

• Undertake specific projects.

• Provide Key Management Information

• 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 Director (s) on clients.

• The achievement of other upsell / cross sell targets.

• Seek, quote and convert quotations for New Commercial Insurance Business.

• Meet income retention, income acquisition and referral targets set.

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.

• Ensuring the Customer Charter is being adhered to

Team Collaboration:

• Work closely with designated Account Director(s) if applicable.

• 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:

• Comply with all management audit requirements.

• Work with the Regional Manager and Compliance teams in ensuring that quality of file records meets prescribed standards

Requirements:

• Demonstrate the ability to manage, lead and develop a team.

• Demonstrate strong technical & product knowledge.

• Excellent communication skills both written and verbal and a strong client relationship background.

• Candidate must demonstrate the ability to work in a team environment.

• Attention to detail.

• Possess the ability to manage deadlines & prioritise workload.

• A good degree of personal organisation and a structured approach to time and resource management .

Person Specification:

• CIP qualified with Previous Open I experience.

• Proficient in Office, including Outlook, Word & Excel.

• Ability to develop relationships with key stakeholders.

• Willingness to learn & develop.

• Strong work ethic.

• Commitment to ongoing professional development.