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Commercial Insurance Client Executive

3 weeks ago

Tullamore, Uíbh Fhailí, Ireland beBee Careers Full time
Key Account Manager - Commercial Insurance

The purpose of this role is for an experienced client executive to work within a dynamic team setting. The role entails working on commercial accounts with an account director and managing and developing an established commercial book of business.

  • 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.
  • Provide account support to account directors on clients.
  • Ensure agreed processes are followed in all matters.
  • Manage aged debt and premium collection.
  • Comply with all management audit requirements.

Sales and Activity 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 designated account directors.
  • Work as part of a team environment to ensure all customer needs are met.
  • Collaborate to ensure the team is on track to meet monthly and yearly targets.

Compliance:

  • Work with compliance teams in ensuring that quality of file records meets prescribed standards.

Requirements:

  • Candidate must possess a minimum CIP qualification.
  • Demonstrate the ability to work in a team environment.
  • Possess strong communication skills.
  • Possess a positive, can-do attitude with the ability to adapt to and embrace change.
  • Attention to detail.
  • Ability to manage deadlines and prioritise workload.
  • Demonstrate good technical and 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 Open I experience is desired.
  • Familiarity with Office applications, including Outlook, Word and Excel.
  • A friendly and assertive manner when interacting with customers via phone.
  • Ability to develop relationships with insurers and clients.
  • A willingness to learn and develop.
  • A strong work ethic.