Account Executive
6 days ago
The purpose of this role is for an experienced Account Executive to work within a dynamic team setting as part of Capital IM.
Geographical Location: Capital Insurance Markets, Blanchardstown Corporate Park
Reports To: Team Leader
Key Internal Relationships: Operations Director, Capital Mgt Team
Key External Relationships: Brokers, Insurers
Role Accountabilities and Core Responsibilities
Sales and Activity Management
- Assist in achieving Commercial Renewal Business budget.
- Work as part of the team to achieve agreed retention level/rate increase
- The achievement of other upsell / cross sell targets
- Ensure agreed processed are followed in all matters
Customer Service
- Build strong long term relationships with Key Broker partners
- Take personal responsibility for delivering the highest level of accuracy and quality in work
- Deal with requests and enquiries from Brokers, staff and management in a professional manner
Customer Relationship Management
- Build effective working relationships with all Brokers by establishing trust, anticipating needs, sharing information and meeting commitments
Team Collaboration
- Work closely with Team Leader, Operations Manager and/or member of Capital Management Team
- Working as part of a team environment to ensure all Broker needs are met
- Working together to ensure the team is on track
Compliance
- Comply with all management audit requirements
- Complete Insurance exams within the appropriate time
- Work to ensure that quality of file records meets prescribed standards
Requirements
- Candidate must demonstrate the ability to work in a team environment
- Strong communication skills are essential
- Possess a positive, “can do” attitude with the ability to adapt to and embrace change
- Attention to detail
- Possess the ability to manage deadlines & prioritise workload
- Demonstrate good technical & product knowledge. 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
- APA/CIP Qualification
Person Specification
- Proficient in Office, including Outlook, Word & Excel
- Friendly and assertive manner on the phone
- Ability to develop relationships with insurers and clients
- Willingness to learn & develop
- Strong work ethic
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