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Account Executive – Private Client, Broking
The Ardonagh GroupAccount Executive providing personalized insurance experiences for private clients. Focused on building relationships and delivering high-quality service in a team environment.
About the role
Key responsibilities & impact- Participate in all Private Client functions – with main focus on New Business but also participating in renewal issue, midterm client queries and working on a shared basis with the team.
- Ensure agreed processes are followed in all matters
- Manage aged debt and premium collection
- Provide a concierge service and seek to deliver an elevated customer experience at every touchpoint
- Build effective relationships with our clients by establishing trust, seeking to understand their needs, providing expert advice and exceeding their expectations
- Deliver a high degree of professionalism and a courteous manner whether communicating by phone or email
- Take personal responsibility for delivering the highest level of accuracy and quality in your work
- Deal with requests and enquiries from customers, staff and management in a professional and timely manner
- Collaborating with other teams across the business who introduce new Private Clients being mindful of commercial client relationships; working with closely with Account Directors to grow New Business.
- Working as part of a team environment to ensure all customer needs are met
- Working together to ensure the team is on track to meet monthly and yearly targets
- Work with the team leader and compliance teams in ensuring that quality of file records meets prescribed standards.
- Working in line with the QA Framework and Central Bank regulations.
Requirements
What you’ll need- Candidate must demonstrate the ability to work in a team environment
- CIP Qualification (or working towards CIP)
- Strong communication skills are essential, as the main focus is to help grow New Business Targets.
- Possess a positive, can do attitude with the ability to adapt to and embrace change and to Attention to detail
- Possess the ability to manage deadlines & prioritise workload and adapt to unforeseen events.
- Demonstrate good technical knowledge (product specific training will be provided)
- A good degree of personal organisation and a structured approach to time and resource management
- Previous Open I & Relay experience
- Proficient in Office, including Outlook, Word & Excel
- Friendly and courteous manner on the phone
- Ability to develop relationships with insurers and clients
- Willingness to learn & develop
- Strong work ethic
- At minimum APA (but working towards CIP)
Benefits
Comp & perks- Flexible working hours
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
attention to detailtime managementresource managementtechnical knowledgepremium collectionaged debt managementcustomer service
Soft Skills
strong communication skillsteamworkrelationship buildingprofessionalismadaptabilitypositive attitudecourteous mannerwork ethicpersonal responsibility
Certifications
CIP QualificationAPA