Insurance Account Executive – Cavan

Job description

The Role: Based in Cavan

Sales and Activity Management:

• Collaborate with the team manager on call flows and call volume management.

• Handle web enquiries and client questions, successfully closing sales across a broad range of products.

• Guide customers through the sales journey, clearly communicating product benefits and cover options.

• Make outbound calls to prospective customers to promote products, provide advice, and close sales.

• Support the team manager in executing targeted campaigns to boost sales.

Customer Relationship Management:

• Build strong, trust-based relationships with customers by anticipating their needs, sharing relevant information, and consistently meeting commitments.

• Resolve any queries or issues customers may have regarding quotes or policy details.

Customer Service:

• Maintain a professional image and deliver service that meets or exceeds company standards.

• Take ownership of your work to ensure the highest accuracy and quality.

• Respond promptly and professionally to requests and enquiries from customers, colleagues, and management.

Team Collaboration:

• Work cooperatively within the team to ensure all customer needs are met.

• Contribute to meeting monthly and annual team targets.

Compliance:

• Partner with the team manager and compliance department to ensure all file records meet the required standards.

Requirements:

• Preferably have a strong background in sales or customer service.

• Minimum of 1 year\’s relevant insurance experience.

• Compliance with Central Bank Minimum Competency Requirements, APA (Personal General Insurance) qualification at minimum, with willingness to pursue further certifications.

• Enthusiastic and adaptable to change.

• Ability to thrive in a fast-paced and ever-changing environment.

• Strong IT skills; knowledge of Relay/Applied is an advantage.

Person Specification:

• Positive, can-do attitude with openness to rapid changes as the company evolves digitally.

• Ability to prioritise workloads effectively and adapt to unexpected challenges.

• Highly organised with strong time and resource management skills.

• Committed to continuous professional development.

• Sales-driven and energized by a fast-paced sales environment.

• Customer-focused, always putting the customer first in line with company culture.

• Demonstrates strong product and technical knowledge, with eagerness to become a product expert.