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Personal Lines Account Executive
3 weeks ago
Renewals and New Business
- Location: Monaghan
- Reports To: Director
The purpose of this role to oversee personal lines sales in insurance, covering car, home, and van policies. Responsibilities include quoting, compliance, converting quotes to policies, managing client files, liaising with stakeholders and insurers, efficiently handling adjustments, ensuring compliance, collaborating with management for innovation, cross-selling, lead generation, customer rapport building, and meeting retention targets.
Who are you?- Dynamic and confident Personal Lines Sales agent
- Passionate and committed to customer service
- Expertise in Car, House, and Van Insurance
- Strong technical, analytical, and communication skills
- Positive attitude and team player
- Driven mindset to accomplish tasks
- Open to learning and sharing knowledge
- Responsible for quoting car, home, and van insurance following best practices and compliance guidelines.
- Convert quotes to active policies, issue documentation, and maintain client files.
- Liaise with stakeholders, management, and insurers to secure optimal policies for clients.
- Perform mid-term adjustments efficiently and meet tight deadlines.
- Ensure 100% compliance with policy documentation issuance.
- Collaborate with management, bringing new ideas and efficiencies to the team.
- Assist in cross-selling products and generating leads for other departments.
- Engage and build rapport with customers, becoming their primary contact for insurance needs.
- Retain customers throughout the renewal cycle, meeting retention targets.
- 2-3 years of experience in a competitive sales environment
- Proficient in using Applied Relay, HIQS, and ComQuote
- Competent and confident personal lines sales agent
- Quarterly and Annual sales bonus
- Pension Scheme
- Generous Annual leave entitlement
- Fully funded and supported insurance exams
Personal Lines Account Executive – Renewals and New Business
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