Personal Lines Insurance Executive - Laois
FRS Recruitment
- Co Laois
- Permanent
- Full-time
At all times to follow good practice in ensuring the client’s best interests are served.
- Implement Company’s Compliance and office procedures including New Business Development and Renewal Procedures document, ensuring CPC compliant at all times.
- Handling the Personal Lines post/ Stamp/reference/scanning/allocating to Executive.
- Setting up Finance from Renewals/New Business Team in line with documented procedures and guidance.
- Working on Team Diary – Chasing New Business documents/Renewal Transfer Documents to ensure efficient diary management by continually updating any changes/amendments to policies on the OGI system ensuring notes are always current.
- Processing Mid Term Adjustments for clients in an efficient and timely manner.
- Re-broking renewals and contacting clients within the required timeframe ensuring a proactive case management with a view to obtaining team objectives.
- Daily allocation of Aged Debt/Accounts Queries/ Diaries by ensuring all premiums are collected in a timely manner and liaise with Finance Department where required.
- Follow up on pipeline activity and quoting New Business from website/phone/renewal lists to ensure all business opportunities are explored and followed through with a view to obtaining team objectives.
- Working with the Commercial team to ensure service existing clients and to source New Business.
- Ensuring knowledge is up to date with market practice and product availability, giving feedback to Management in relation to market issues, including pricing, service levels and product development.
- Establish and maintain relationships with key personnel in Insurer offices.
- Inspire client loyalty through efficient and friendly service deliver.
- Assist in technology good practice.
- Flexible and results driven.
- Excellent interpersonal skills with high attention to detail.
- Extremely well organised with excellent time management skills.
- Sales focused with a natural flair for selling to customers on a need based selling approach.
- Ability to work on own initiative, meet deadlines and work under pressure in a busy environment.
- Minimum of 3 years’ experience.
- Sound technical product knowledge and knowledge of the general insurance market.
- Excellent IT skills (Knowledge of Open GI advantageous).
- APA Personal Lines or CIP qualified (or currently pursuing) with proof of up to date CPD or Grandfathered in Personal Lines.
- Flair for sales, business development in approach with proven track record.