Account Executive – New Business Team, Personal Lines

Overview

This role involves proactively driving revenue within the New Business Team for Personal Lines by utilizing a digital sales platform. As Personal Lines undergoes a significant digital transformation, Account Executives will manage incoming calls and inquiries from users of the platform, facilitating sales across a diverse product portfolio. The position emphasizes employing sales tactics to up-sell and cross-sell the company's products to new customers and collaborating with the team manager for cross-selling opportunities across the broader group. The role is hybrid, requiring attendance at the office three days per week.

Key Responsibilities

• Identify target customer segments and generate fresh business opportunities.
• Collaborate with the team manager to optimize call flows and manage the volume of customer calls and inquiries related to sales support and closure across various products.
• Guide potential customers through the sales journey by highlighting product benefits and coverage options.
• Initiate outbound calls to prospects who have not completed online sales, assisting them to finalize purchases over the phone.
• Engage in specific sales campaigns under direction of the team manager to boost additional sales via the digital platform.
• Build trusting and effective relationships with customers by anticipating needs, communicating information clearly, and fulfilling commitments.
• Resolve customer issues related to queries, quotations, and other concerns promptly and professionally.
• Maintain a professional image to consistently meet or surpass customer service expectations.
• Take personal accountability for ensuring accuracy and quality of work output.
• Respond timely and professionally to enquiries from customers, staff, and management.
• Participate cooperatively within the team to ensure customer requirements are fulfilled.
• Work collaboratively to achieve monthly and annual sales objectives.
• Partner with the team manager and compliance team to ensure that client file records adhere to required quality standards.

Required Qualifications and Experience

• Proven strong sales expertise with a minimum of two years’ sales and relay experience in an insurance brokerage setting.
• Compliance with the Central Bank's Minimum Competency Requirements, specifically holding an APA qualification in Personal General Insurance as a baseline, with eagerness to pursue further related educational credentials.
• Demonstrated enthusiasm and adaptability towards a dynamic workplace.
• Ability to navigate and excel in a fast-moving, continually changing environment.
• Robust IT proficiency; experience with Relay or similar systems is advantageous.

Personal Attributes and Skills

• High motivation to drive sales and thrive in active sales scenarios.
• Positive, can-do mindset adaptable to ongoing digital evolution.
• Effective prioritization skills with the ability to manage unexpected demands successfully.
• Strong organizational ability combined with a systematic approach to managing time and resources.
• Commitment to ongoing professional growth and self-improvement.
• Capability to analyze performance metrics and dashboards with the team manager to enhance individual and team results; self-driven yet collaborative team player aiming to exceed ambitious sales targets.
• Competency in product knowledge, aspiring to become a product expert to benefit the team.
• Dedication to a client-focused approach that consistently supports the company's reputation for integrity and exceptional service.