Account Executive - Capital IM, Blanchardstown
Description
Geographical Location: Blanchardstown Corp Park,Blanchardstown Dublin 15
Reports To: Team Leader - Commercial
Key Internal Relationships: Team Leader, Operations & Trading Director
Key External Relationships: Broker Partners, Insurers
Role Accountabilities and Core Responsibilities
Sales and Activity Management:
Assist in achieving Commercial Renewal Business budget.
Work as part of the team to achieve agreed retention level/rate increase
The achievement of other upsell / cross sell target
Ensure agreed processed are followed in all matters
Customer Service:
Build strong long term relationships with Key Broker partners
Take personal responsibility for delivering the highest level of accuracy and quality in work
Deal with requests and enquiries from Brokers, staff and management in professional and timely manner
Customer Relationship Management:
Build effective working relationships with all Brokers by establishing trust, anticipating needs, sharing information and meeting commitments
Team Collaboration:
Work closely with Team Leader, Operations & Trading Director and/or member of Capital Mgt Team
Working as part of a team environment to ensure all Broker needs are met
Working together to ensure the team is on track to meet monthly and yearly targets
Compliance:
Comply with all management audit requirements
Complete Insurance exams within the appropriate time
Work to ensure that quality of file records meets prescribed standards
Requirements
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
Demonstrate good technical & 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
APA/CIP Qualification
Person Specification
Proficient in Office, including Outlook, Word & Excel
Friendly and assertive manner on the phone Ability to develop relationships with insurers and clients
Willingness to learn & develop
Strong work ethic