Account Executive - Affinity Lines, Sports & Le... Arachas Sandyford, Dublin

This role sits within a 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.

Key Details

• Geographical Location: Sandyford
• Reports To: Team Leader
• Key Internal Relationships: MD of Affinities, Head of Operations, Team Leads, Team Members
• Key External Relationships: Client Relationships & Insurer Relationships

Role Accountabilities and Core Responsibilities Sales and Activity Management

Responsible for Client insurance requirements

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

Mid Term Adjustments

• Obtaining and offering quotations for midterm adjustments
• Invoicing and premium collection

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
• Candiate 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
• Strong work ethic
• Commitment to ongoing professional development