Account Director – Commercial Lines, Broking

The purpose of this role is to manage a portfolio of existing clients and execute a constantly evolving pipeline to quote and secure new clients within a dynamic team setting in our Cork region. The role entails managing new and existing commercial accounts in conjunction with the Regional Manager.

Key Internal Relationships: Managing Director Broking, Account Directors, Business Development, Director, Regional Business Manager, Team Lead and Account Executives, Finance Division.

Key External Relationships: Clients, New Customers, Insurance Companies and Credit Management.

Role Accountabilities and Core Responsibilities

Sales and Activity Management

- 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 Executive(s) on clients.

- The achievement of other upsell / cross sell targets.

- Ensure agreed processes are followed in all matters.

- Manage aged debt and premium collection.

- Comply with all Management Audit Requirements.

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

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

Customer Relationship Management

- Build long term trusted relationships with customers, through understanding their needs and being a true partner.

- Enable customers to make informed decisions, through sharing of best advice and knowledge.

Customer Service

- Provide professional, action-orientated and timely service to our customers, staff and management.

- Put customers at the heart of everything you do, aiming to delight them during every interaction to build loyalty.

Team Collaboration

- Work closely with designated Account Executives and Team Lead.

- Work as part of a Team environment to ensure all your customer needs are met.

- Assist in achieving the overall objectives of the Commercial Lines Team.

- Working together to ensure the Team is on track to meet Arachas Retail monthly and yearly targets.

Compliance

- Work with the Team Leader and Compliance Teams in ensuring that quality of file records meets prescribed standards.

Requirements

- CIP qualified as a minimum and studying towards the ACII.

- Candidate must demonstrate the ability to work in a team environment with a high energy level.

- Strong communication skills are essential. Excellent communication skills and a strong client relationship background.

- Possess a positive, can do attitude with the ability to adapt to and embrace change.

- Attention to detail. Motivated, self-starter who will work on their own initiative and appreciate the regulatory nature of the business.

- Possess the ability to manage deadlines & prioritise workload. An aptitude for selling and flexibility in working hours to meet tight deadlines.

- Demonstrate good technical & product knowledge. Excellent negotiation skills and an understanding how best to negotiate between price and risk.

- The ability to prioritise workloads and adapt to unforeseen events.

- A good degree of personal organisation and a structured approach to time and resourcemanagement. Strong IT and organisational skills.

- 5 years commercial experience in SME.

- Compliant with the Central Bank’s Minimum Competency Code and Fitness & Probity.

Person Specification

- Previous experience in a similar role.

- Previous Open I experience. Previous successful Insurance Sales experience.

- Significant technical insurance knowledge.

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

- Ability to develop relationships with insurers and clients. An enthusiastic and flexible approach, along with demonstrated attention to detail.

- Willingness to learn & develop.

- Strong work ethic.

- Commitment to ongoing professional development. Quick learning capabilities and an aptitude for understanding the variable elements of insurance products.

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