Develop and maintain strong relationships with clients, insurers and internal team members.
Ensure New Business targets are achieved as set out by Management.
Implement Company’s Compliance and office procedures including New Business Development.
Conduct outbound sales calls and follow ups to grow the personal lines client base.
Ensuring full accuracy when submitting New Business proposals/submissions to both the Customer & Insurer.
Evaluate clients' risk profiles and provide expert advice on suitable insurance products and coverage options.
Follow up on pipeline activity and quoting New Business from website/phone/cross referrals to ensure all business opportunities are explored and followed through.
Ensure that you are up-to-date with market practice and product availability, giving feedback to Management in relation to market issues, including pricing, service levels and product development.
Work closely with Existing Client Services Team and Commercial Team to ensure cross referrals are being generated.
Ensure all client documentation is maintained accurately and securely within the CRM and systems.
Where required, work with other teams within the Group to facilitate training, product development and to promote new business area.
Maintain effective relationships with colleagues & Insurers.
Inspire client loyalty through efficient and friendly service delivery.
Attend Insurer meetings with Management as required.
Adhere to Compliance as outlined in Handbook and Procedures Manual.

Minimum of 3 years’ experience within a Sales position in the Irish Insurance market.
Sound technical product knowledge and knowledge of the general insurance market.
CIP qualified with proof of up-to-date CPD or grandfathered in Personal Lines.
Flair for sales, business development in approach with proven track record.
Ability to work on own initiative, meet deadlines and work under pressure in a busy environment.
Excellent communication, negotiation and interpersonal skills.
Team player with a view to developing and nurturing new team member’s knowledge in a positive way.
Committed to continuous professional development.

Sales Executive – Personal Lines Insurance

Key skills