Account Executive - Affinity Lines, Taxi - Sandyford

Geographical Location: Sandyford

Reports To: Team Leader

Key Internal Relationships: Director of Affinities & Partnerships, Head of Operations, Affinities & Partnerships, Affinities & Partnerships Team Leads, Affinities & Partnerships Department Heads & Team Members

Key External Relationships: Client Relationships & Insurer Relationships

This role sits within the Taxi team which forms part of the wider Affinities Specialty Department. It is a fast-paced, high energy, fun & friendly team.

The team has underwriting authority across several Arachas Commercial Insurance Schemes. The Account Executive will share the management of an existing book of business including advising clients, inviting & securing renewals, as well as processing midterm alterations.

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:

• Ensure that all accounts are handled in line with compliance requirements

• Administer accounts in line with agreed policies and procedures

Requirements:

• 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.