Personal Lines Account Executive - Portlaoise

About the role

Reporting to the Team Leader and head of existing business, the successful Personal Lines Account Executive will primarily focus on managing policy renewals, ensuring client retention and satisfaction by providing tailored insurance solutions. Additionally, they will identify and secure new business opportunities when available to expand the client base.

Key Responsibilities

• Maintain and strengthen relationships with existing clients, ensuring their needs are met and fostering long-term loyalty.
• Oversee the renewal process for personal lines insurance policies, including reviewing terms, negotiating renewals, and ensuring timely completion.
• Evaluate clients' risk profiles and provide expert advice on suitable insurance products and coverage options.
• Provide exceptional service by addressing client inquiries, resolving issues promptly, and ensuring a high level of client satisfaction.
• Ensure New Business/Renewal targets are achieved.
• Implement Company's compliance and office procedures including New Business Development and Renewal Procedures document.
• Keep up-to-date with market practice and product availability, giving feedback to Management on market issues, including pricing, service levels and product development.
• Work with other teams within the Group to facilitate training, product development and promote operational efficiencies.
• Attend client visits with Management as required.
• Adhere to compliance as outlined in Handbook and Procedures Manual.

About You

• Minimum of 1 3 years' experience in an insurance role.
• Minimum APA Personal Lines or Grandfathered status with proof of up to date CPD.
• Excellent technical product knowledge and knowledge of the personal lines insurance market.
• Proven track record of managing a portfolio of clients, particularly handling policy renewals and addressing client inquiries.
• Proficient in negotiating terms and conditions to achieve favourable outcomes for both clients and the company.
• Ability to build and maintain strong relationships with clients to ensure high levels of satisfaction and retention.

Reasonable Adjustments

We are committed to providing reasonable accommodations to ensure that the role aligns well with your needs. This may include flexible hours or hybrid working arrangements where applicable.

What do we offer in return?

• A career that you define.
• We value diversity and encourage everyone to share the same core values.
• Support for small everyday moments and bigger challenges.
• Opportunities for professional growth and development.
• Flexible working options depending on the position.