Commercial Account Handler (Insurance) – Hybrid

We are recruiting for a Commercial Account Handler for our client in the Meath area.

• The purpose of this role is to work as part of a dynamic sales team, servicing and maintaining the commercial book of business.
• The role entails working closely with directors and the commercial team to effectively manage the after sales process.

Sales and Activity Management:

• Complete market search for all policy renewals
• Generate renewal documentation and mid-term documentation
• Liaise closely with account executives
• Meet challenging income acquisition and referral targets set.
• Assist in achieving the overall objectives of the Commercial Lines Team.
• Comply with all relevant compliance legislation.
• Manage aged debt and premium collection.
• Comply with all Management Audit Requirements.
• Ensure agreed processes are followed in all matters.
• Maintain an excellent team work ethic.

Customer Relationship Management:

• Build effective working relationships with all clients in a short space of time by establishing trust, anticipating needs, sharing information and meeting commitments.
• Complete all renewal and mid term tasks in a timely manner

Customer Service:

• Portray a professional image to exceed customer service standards.
• Take personal responsibility for delivering the highest level of accuracy and quality in your work.

Team Collaboration:

• Work closely with company directors.
• Work within a collaborative team environment.
• Assist in achieving the overall objectives of the Commercial Lines Team.

Compliance:

• Work with the Commercial Lines Manager and Compliance Teams in ensuring that quality of file records meets prescribed standards.

Requirements:

• Candidate must demonstrate the ability to work in a team environment with a high level of energy.
• Ability to deal with effectively with all types of commercial risks.
• Strong communication skills are essential.
• An aptitude for selling and being flexible to meet tight deadlines.
• Demonstrate good technical & product knowledge. Excellent negotiation skills and an understanding how best to negotiate between price and risk.
• Possess a positive, can do attitude with the ability to adapt to and embrace change.
• Attention to detail. Motivated, self-starter who will work on their own initiative and appreciate the regulatory nature of the business.
• An enthusiastic and flexible approach, along with demonstrated attention to detail.
• 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. Strong IT and organisational skills.
• CIP qualified as a minimum
• Compliant with the Central Bank’s Minimum Competency Code and Fitness & Probity.

Person Specification:

• Previous experience in a similar role
• Previous Applied Experience
• Previous successful Insurance Sales experience.
• Significant technical insurance knowledge.
• Proficient in Office, including Outlook, Word & Excel.
• Ability to develop relationships with insurers and clients in a limited time frame. An enthusiastic and flexible approach, along with demonstrated attention to detail.
• Willingness to learn & develop
• Strong work ethic
• Commitment to ongoing professional development. Quick learning capabilities and an aptitude for understanding the variable elements of insurance products
• Full, clean driving licence and access to car

Benefits:

• Generous annual leave allowance
• Pension scheme
• Quarterly and Annual bonus
• Fully Funded Insurance Exams
• Promotional Opportunities

Qualifications:

• APA and working towards CIP