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.
* Achieve 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 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 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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