Commercial Account Executive ERM Financial Services

2 weeks ago


Dublin, Ireland ERM Financial Services Full time

Activity Management:

- Responsible for 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

- The achievement of an individual Income Target/Retention of Business

- Provide Account support to Director(s) on set clients or on ad hoc basis as requested

- The ability to upsell / cross sell

- Ensure agreed processes are followed in all matters

- Manage aged debt and premium collection

- Comply with all management audit requirements

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.

Customer Service:

- Portray a professional image to meet or exceed customer service standards

- Take personal responsibility for delivering the highest level of accuracy and quality in your work

- Deal with requests and enquiries from customers, staff and management in a professional and timely manner

Team Collaboration:

- Work closely with 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:

- Work with the team manager and compliance teams in ensuring that quality of file records meets prescribed standards

Requirements:

- Minimum CIP required

- Candidate must demonstrate the ability to work in a team environment

- Strong communication skills is 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

Person Specification:

- Previous “Applied Relay” experience (Desirable)

- Proficient in Office, including Outlook, Word & Excel

- A 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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