Insurance Account Executive - Waterford

The Role: Based in WaterfordSales 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.

Skills Time Management Communication Team Work Drivin Benefits Benefits included