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Insurance Portfolio Manager

3 weeks ago

Passage West, Cork, Ireland beBeeExecutive Full time

Commercial Account Executive Role

We are seeking a professional to manage client and prospect relationships, growing their portfolio with suitable insurance and risk management solutions.

  • Negotiate with insurers for optimal coverage and terms.
  • Manage workload to service clients effectively and meet deadlines.
  • Keep client information and sales plans updated.
  • Proactively develop a sales pipeline to meet targets.
  • Build strong relationships and collaborate with teams, treating others fairly and respectfully.
  • Manage renewals within required timelines, ensuring compliance with policies and procedures.
  • Gather renewal information from clients for review and re-broking.
  • Prepare and issue submissions to markets and clients, including renewal terms and policy documents.
  • Maintain MCC compliance and CPD hours (4 hours quarterly), adhering to legislative and compliance standards.
  • Advise customers on policy implications, conditions, and exclusions.
About This Role

This role requires proven experience as an Account Executive in an insurance brokerage environment.

  • This position necessitates MCC certification, with a minimum of Certified Insurance Practitioner (CIP) and working towards MDI qualification.
  • Extensive knowledge of the commercial insurance market, products, and services, with a strong industry network.
Benefits Package

A competitive salary is offered along with benefits such as:

  • Minimum 23 days' annual leave plus 3 days for volunteering.
  • Defined contribution pension scheme with Gallagher contributions.
  • Life Insurance (4x basic salary).
  • Income Protection (up to 75%).
  • Family-friendly policies.