The purpose of this role of Affinity Lines Account Executive (Taxi) role is to work closely with the Sales Manager and BDM for Taxi in a dynamic team environment. This role sits in a fast-paced environment, working within a dynamic team setting. The successful candidate will work with the Sales Manager, BDM for Taxi, Sales Director and other relevant Affinity Lines Teams.
Geographical Location: Sandyford/Santry (Dublin)
Reports To: Sales Manager – Affinity Lines
Key Internal Relationships: MD of Affinity Lines, Sales Director – Affinity Lines, Sales Manager - Affinity Lines, Team Members, Team Leaders within Affinity Lines, Department Heads within Affinity Lines.
Key External Relationships: Client Relationships & Affinity Partner Relationships
Role Accountabilities and Core Responsibilities
Sales and Activity Management:
Responsible for Client insurance requirements
1) Renewals
Ensuring renewals are invited in line with agreed protocols and procedures
Contributing to the achievement of the team’s monthly retention targets
Binding Cover and issuing policy documentation
Invoicing and premium collection
2) Mid Term Adjustments
Obtaining and offering quotations for midterm adjustments
Invoicing and premium collection
3) New Business
Assisting the Affinity Lines Sales Team by providing quotations in a timely manner and assisting with any queries in respect of premiums and covers
- Keep client records complete, accurate and up to date.
- Deal with incoming & outgoing calls and queries between clients and insurers
- Ensure policies are ordered, paid for and issued in a timely manner.
Customer Relationship Management:
Build effective working relationships with both new and existing customers by establishing trust, anticipating needs, sharing information and meeting commitments.
Deal with any issues that customers may have with their policies.
Assist Compliance in dealing with complaints
Customer Service:
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 and ensure that the complaint management standards and procedures are applied
Demonstrate promptness, dependability, and commitment in dealing with customers
Team Collaboration:
Contribute to the team by sharing information, ideas and opinions
Build good working relationships, collaborate with other teams and treat others in a fair and respectful way
Assist other team members in completing their work when required
Cross department flexibility required
Compliance:
Requirements:
Preferred: Minimum APA (Personal & Commercial) working towards CIP.
Candidate must demonstrate the ability to work in a team environment.
Strong communication skills are 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.
Contribute to positive team morale.
A good degree of personal organisation and a structured approach to time and resource management
Person Specification:
Previous Open I experience preferable but not essential.
Proficient in Outlook, Word & Excel
Friendly and assertive manner on the phone
Ability to develop relationships with insurers and clients.
Willingness to learn & develop.
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