The purpose of the Account Director 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. The role entails managing new and existing commercial accounts in conjunction with the Director of Broking.
Key Internal Relationships: Managing Director Broking, Direct Account Directors, Business Development Director, Head of Trading & Operations, Regional Manager, Team Lead and Account Executives, Finance Division.
Key External Relationships: Clients, New Customers, Insurance Companies and Credit Management.
Geographical Location: Cavan, Letterkenny or Sligo Arachas office.
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:
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 me
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:
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 resource management. Strong IT and organisational skills.
5 years commercial experience
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.
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