Personal Lines Insurance Executive - Laois

FRS Recruitment

  • Co Laois
  • Permanent
  • Full-time
  • 30 days ago
The Account Executive will be expected to service all clients in a manner which has their best interests at the forefront in line with the Company’s Quality programme throughout their daily routine. They will be expected to cross over the different aspects of the role which will have a primary focus on the three following service areas: New Business, Renewals and Commercially connected personal lines customers.Key Responsibilities
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.
Role specific attributes
  • 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.
Qualifications and experience
  • 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.

FRS Recruitment