Fortis Recruitment

Account Executive

Posted: 2 days ago

Job Description

An exciting opportunity has opened up for an Account Executive (Private Client Broking) to join a top-tier international insurance leader based in Dublin.Working within the Private Client Team:The Private Client Team are a close knit, high performing, customer centric team. Delivering a personalised insurance experience that involves taking the time to get to know our clients, understanding their insurance requirements and developing a bespoke solution that will ultimately give them peace of mind. The clients are all unique (from emerging wealth clients to global Ultra High Net Worth individuals and everything in between) which makes for very interesting working days!Sales and Activity Management:Participate in all Private Client functions – renewal issue, midterm client queries and new business admin working on a shared basis with the team.Ensure agreed processes are followed in all mattersManage aged debt and premium collectionComply with all management audit requirementsCustomer Relationship ManagementProvide a concierge service and seek to deliver an elevated customer experience at every touchpointBuild effective relationships with our clients by establishing trust, seeking to understand their needs, providing expert advice and exceeding their expectations.Customer Service:Deliver a high degree of professionalism and a courteous manner whether communicating by phone or emailTake personal responsibility for delivering the highest level of accuracy and quality in your workDeal with requests and enquiries from customers, staff and management in a professional and timely manner.Team Collaboration:Working as part of a team environment to ensure all customer needs are metWorking together to ensure the team is on track to meet monthly and yearly targetsCollaborating with other teams across the business who introduce new Private Clients being mindful of commercial client relationships.Compliance:Work with the team manager and compliance teams in ensuring that quality of file records meets prescribed standardsRequirements:Previous experience on Private Client Team or HNW teamAbility to work in a team environmentStrong communication skills are essentialPossess a positive, can-do attitude with the ability to adapt to and embrace changeAttention to detailPossess the ability to manage deadlines & prioritise workloadDemonstrate good technical knowledge (product specific training will be provided)The ability to prioritise workloads and adapt to unforeseen eventsA good degree of personal organisation and a structured approach to time and resource managementPerson Specification:Previous Open I & Relay experienceProficient in Office, including Outlook, Word & ExcelFriendly and courteous manner on the phoneAbility to develop relationships with insurers and clientsWillingness to learn & developStrong work ethicAPA or CIP qualification

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