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Account Executive

4 months ago

Dublin, Dublin City, Ireland Howden Group Full time

From day one, our mission has been to create an independent business with a unique culture – one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success.

People come to Howden for lots of different reasons, but they stay for the same one: our culture. That's what sets us apart, and why we nurture and retain the best talent in the market. Whatever your priorities – work/life balance, career progression, sustainability, volunteering - you'll find like-minded people driving change at Howden.

Overall purpose of the role

The Account Executive will be expected to service all clients in a manner which has their best interests at the forefront in line with the Company's Quality programme throughout their daily routine. They will be expected to cross over the different aspects of the role which will have a primary focus on the three following service areas: New Business, Renewals and Commercially connected personal lines customers.

Key Responsibilities

At all times to follow good practice in ensuring the client's best interests are served.

Implement Company's Compliance and office procedures including New Business Development and Renewal Procedures document, ensuring CPC compliant at all times.

Handling the Personal Lines post/Stamp/reference/scanning/allocating to Executive.

Setting up Finance from Renewals/New Business Team in line with documented procedures and guidance.

Working on Team Diary – Chasing New Business documents/Renewal Transfer Documents to ensure efficient diary management by continually updating any changes/amendments to policies on the Applied system ensuring notes are always current.

Processing Mid Term Adjustments for clients in an efficient and timely manner.

Re-broking renewals and contacting clients within the required timeframe ensuring a proactive case management with a view to obtaining team objectives.

Daily allocation of Aged Debt/Accounts Queries/ Diaries by ensuring all premiums are collected in a timely manner and liaise with Finance Department where required.

Follow up on pipeline activity and quoting New Business from website/phone/renewal lists to ensure all business opportunities are explored and followed through with a view to obtaining team objectives.

Working with the Commercial team to ensure service existing clients and to source New Business.

Ensuring knowledge is up to date with market practice and product availability, giving feedback to Management in relation to market issues, including pricing, service levels and product development.

Establish and maintain relationships with key personnel in Insurer offices.

Inspire client loyalty through efficient and friendly service deliver.

Assist in technology good practice.

Role specific attributes

Flexible and results driven.

Excellent interpersonal skills with high attention to detail.

Extremely well organised with excellent time management skills.

Sales focused with a natural flair for selling to customers on a need based selling approach.

Ability to work on own initiative, meet deadlines and work under pressure in a busy environment.

Qualifications and experience

Minimum of 3 years' experience.

Sound technical product knowledge and knowledge of the general insurance market.

Excellent IT skills (Knowledge of Applied advantageous).

APA Personal Lines or CIP qualified (or currently pursuing) with proof of up to date CPD or grandfathered in Personal Lines.

Flair for sales, business development in approach with proven track record.

Our Culture: People First

We've travelled far since opening our first office in 1994. Back then we were local experts – based in London, with direct access to the world's biggest insurance market. We're still locals, and we still deliver the right advice and the right insurance to our clients. But now, we're local all over the world. With 15,000 global colleagues and a partner network spanning more than 100 territories, we are the largest independent insurance broker in the world. But our values haven't changed since day one, when we set out to create a company grounded in:


• An employee-ownership model

• Aligned external investors

• The trust and integrity born of friendship

• Expertise

• Independence

Our focus on being a people-first business has always been at the very heart of Howden. Our vision was to create an independent business with a unique culture; one that would survive and thrive as a business controlled by the people working for it. Our employee ownership model sets us apart in the market. It's created a culture of collaboration and innovation, where we're driven to think bigger and empowered to challenge convention.

Our flat structure and entrepreneurial spirit help us attract the best people and empower them to be the best version of themselves. And when we bring in and nurture great talent, more follows. That makes us better – and that's better for everyone.

Diversity & Inclusion

At Howden we consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.

Permanent

From day one, our mission has been to create an independent business with a unique culture – one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success.

People come to Howden for lots of different reasons, but they stay for the same one: our culture. That's what sets us apart, and why we nurture and retain the best talent in the market. Whatever your priorities – work/life balance, career progression, sustainability, volunteering - you'll find like-minded people driving change at Howden.

Overall purpose of the role

The Account Executive will be expected to service all clients in a manner which has their best interests at the forefront in line with the Company's Quality programme throughout their daily routine. They will be expected to cross over the different aspects of the role which will have a primary focus on the three following service areas: New Business, Renewals and Commercially connected personal lines customers.

Key Responsibilities

  • At all times to follow good practice in ensuring the client's best interests are served.
  • Implement Company's Compliance and office procedures including New Business Development and Renewal Procedures document, ensuring CPC compliant at all times.
  • Handling the Personal Lines post/Stamp/reference/scanning/allocating to Executive.
  • Setting up Finance from Renewals/New Business Team in line with documented procedures and guidance.
  • Working on Team Diary – Chasing New Business documents/Renewal Transfer Documents to ensure efficient diary management by continually updating any changes/amendments to policies on the Applied system ensuring notes are always current.
  • Processing Mid Term Adjustments for clients in an efficient and timely manner.
  • Re-broking renewals and contacting clients within the required timeframe ensuring a proactive case management with a view to obtaining team objectives.
  • Daily allocation of Aged Debt/Accounts Queries/ Diaries by ensuring all premiums are collected in a timely manner and liaise with Finance Department where required.
  • Follow up on pipeline activity and quoting New Business from website/phone/renewal lists to ensure all business opportunities are explored and followed through with a view to obtaining team objectives.
  • Working with the Commercial team to ensure service existing clients and to source New Business.
  • Ensuring knowledge is up to date with market practice and product availability, giving feedback to Management in relation to market issues, including pricing, service levels and product development.
  • Establish and maintain relationships with key personnel in Insurer offices.
  • Inspire client loyalty through efficient and friendly service deliver.
  • Assist in technology good practice.

Role specific attributes

  • Flexible and results driven.
  • Excellent interpersonal skills with high attention to detail.
  • Extremely well organised with excellent time management skills.
  • Sales focused with a natural flair for selling to customers on a need based selling approach.
  • Ability to work on own initiative, meet deadlines and work under pressure in a busy environment.

Qualifications and experience

  • Minimum of 3 years' experience.
  • Sound technical product knowledge and knowledge of the general insurance market.
  • Excellent IT skills (Knowledge of Applied advantageous).
  • APA Personal Lines or CIP qualified (or currently pursuing) with proof of up to date CPD or grandfathered in Personal Lines.
  • Flair for sales, business development in approach with proven track record.

Our Culture: People First

We've travelled far since opening our first office in 1994. Back then we were local experts – based in London, with direct access to the world's biggest insurance market. We're still locals, and we still deliver the right advice and the right insurance to our clients. But now, we're local all over the world. With 15,000 global colleagues and a partner network spanning more than 100 territories, we are the largest independent insurance broker in the world. But our values haven't changed since day one, when we set out to create a company grounded in:


• An employee-ownership model

• Aligned external investors

• The trust and integrity born of friendship

• Expertise

• Independence

Our focus on being a people-first business has always been at the very heart of Howden. Our vision was to create an independent business with a unique culture; one that would survive and thrive as a business controlled by the people working for it. Our employee ownership model sets us apart in the market. It's created a culture of collaboration and innovation, where we're driven to think bigger and empowered to challenge convention.

Our flat structure and entrepreneurial spirit help us attract the best people and empower them to be the best version of themselves. And when we bring in and nurture great talent, more follows. That makes us better – and that's better for everyone.

Diversity & Inclusion

At Howden we consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.

Permanent About Us

Our Story

In November 1994, David Howden founded a business that was literally the smallest insurance broker in the world. It had no clients and no track record. But it did have five things:

Equity ownership – the people doing the business, owned the business

A minority external investor with a long-term outlook

A product specialty

3 friends (and a dog)

A commitment to building a business with independence enshrined in its fabric

Today, the business has a global footprint of more than 14,500 employees in 50 countries spanning Europe, the Middle East and Africa, Asia Pacific and the Americas. For the FY22 our Group's organic growth was 19%, our revenue exceeds (USD) $2bn, and we handle $30bn in written premiums for clients.

Howden Group is an independent, global insurance group headquartered outside North America, comprising:

Want to see what kind of organisation Howden Group is? Click here to learn about what makes us who we are.

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