Account Executive - Capital IM, Blanchardstown

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