Reports To: Regional Manager (South)
Key Internal Relationships: Regional Director, Regional Manager, Account Directors, Team Lead and Account Executives, Finance Division
Key External Relationships: Clients, New Customers, Insurance Companies and Credit Management
The purpose of this role is to manage a portfolio of existing clients and execute a constantly evolving pipeline to quote and secure new clients within a dynamic team setting.
The role entails managing new and existing commercial accounts in conjunction with the Regional Director.
Sales and Activity Management: Responsible for managing client insurance requirements including inviting, securing and documenting renewal as well as mid-year alterations and claims handling in line with agreed protocols and procedures.Provide support and guidance to Account Executive(s) on clients.The achievement of upsell/cross-sell targets.Ensure agreed processes are followed in all matters.Manage aged debt and premium collection.Comply with all management audit requirements.Seek, quote and convert quotations for new commercial insurance business.Meet income retention, income acquisition and referral targets set.Customer Relationship Management: Build long-term trusted relationships with customers through understanding their needs and being a true partner.Enable customers to make informed decisions through sharing of best advice and knowledge.Customer Service: Provide professional, action-oriented and timely service to our customers, staff, and management.Put customers at the heart of everything you do, aiming to delight them during every interaction to build loyalty.Team Collaboration: Work closely with designated Account Executives and Team Lead.Work as part of a team environment to ensure all customer needs are met.Assist in achieving the overall objectives of the Commercial Lines Team.Work together to ensure the team is on track to meet Arachas Retail monthly and yearly targets.Compliance: Work with the Team Leader and Compliance Teams in ensuring that the quality of file records meets prescribed standards.Requirements: Candidate must demonstrate the ability to work in a team environment with a high energy level.Strong communication skills are essential.
Excellent communication skills and a strong client relationship background.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.Possess the ability to manage deadlines and prioritize workload.
An aptitude for selling and flexibility in working hours to meet tight deadlines.Demonstrate good technical and product knowledge.
Excellent negotiation skills and an understanding of how best to negotiate between price and risk.The ability to prioritize workloads and adapt to unforeseen events.A good degree of personal organization and a structured approach to time and resource management.
Strong IT and organizational skills.5 years of commercial experience in SME.CIP qualified as a minimum and studying towards the ACII.Compliant with the Central Bank's Minimum Competency Code and Fitness & Probity.Person Specification: Previous experience in a similar role.Previous Open I experience.
Previous successful insurance sales experience.Significant technical insurance knowledge.Proficient in Office, including Outlook, Word, and Excel.Ability to develop relationships with insurers and clients.
An enthusiastic and flexible approach, along with demonstrated attention to detail.Willingness to learn and develop.Strong work ethic.Commitment to ongoing professional development.
Quick learning capabilities and an aptitude for understanding the variable elements of insurance products.
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