Commercial Account Executive – Tralee

  • Full Time
  • Tralee

Website campbelrochford Campbell Rochford

Turning Good To Great

The Background
Owing to significant changes and a couple of internal promotions, the Tralee office of a national insurance broker wishes to hire a Commercial Account Executive to work alongside an established team of 8.

The Role
As a Commercial Account Executive in Tralee, in Year One you’ll inherit an existing book with 250-260 policies of greater than €1,000 in premium and will bring in new business across Commercial Lines. You’ll have weekly meetings with the Commercial Manager and you’ll have managed the book in a very professional and compliant manner. You will ensure that the clients are aware of any exclusions and are happy with the policies and will take ownership of the existing files whilst going after any old clients you may have post 12 months. The most important thing is that if you haven’t brought an existing book with you, you’ll have written new business and maintained the inherited book compliantly.

The Person
You are minimum CIP qualified with at least three years Commercial Lines Sales experience and are a sound advisor to your clients, able to spot the policies to walk away from. You have a good knowledge of the difficulty with wordings around material damage policies with shops and are able to adapt to bespoke statements of suitability (our client write one for each policy and it’s up to the Account Executive to advise the client on sums insured, different warranties and be very clear and concise with the clients). You will be able to highlight the exclusions on a policy, advising on what’s covered/not and are aware of certain conditions and claims around commercial insurance wordings. You have a good reputation as a Commercial broker and are well got in the underwriting market. You have an appetite to want to make this work for you over the next 3-5 years and can make relationships that flourish. It should be noted that within the Tralee office they operate on an open communication style where all of the team want to get on with their work, are honest and where there is healthy competition to attain the relevant insurance qualifications.

The Team
You’ll be joining an office with twenty three staff including an existing team of eight Commercial Lines Brokers, a number of whom have joined from a Personal Lines background. You’ll report directly into the Commercial Lines Manager and ultimately into the Branch Manager. You’ll be joining a vibrant, happy team where there will be lots of cross selling across the business and a manager whose management style is approachable, open door and clear communication.

The Opportunity
You’re joining a firm where there always will be opportunities for progression and where ambition will never be ignored. You’re joining an Irish brokerage that is locally (family) owned and controlled and won’t be sold to any external capital investors. It’s a family owned business where people can approach the Directors with any challenges or problems they might have and will be treated in a fair and empathetic manner. This brokerage has bought four other brokers across Munster within the past 18 months and are currently running fifteen offices across the Munster/Leinster region, with plans to expand further in Dublin and Limerick. You’ll be working under a young manager (three years in the role) who is a go getter, serious about making the office work and as it grows there are plans to make further openings available to the right candidates.

The Package
Base Salary will be dependent on the experience of the candidate but will be competitive for an exceptional candidate who demonstrates good product knowledge and sales experience. Our client also offer a Commercial careers programme which means that depending on the level of incoming business, you’ll get a percentage of the fee income and a percentage of the growth of the book. They’ll also offer a DC pension, Life Assurance, PHI (Permanent Health Insurance) and 22 days annual leave.

The Next Steps
Should you wish to be considered for this opening, please forward your CV in confidence to [email protected]

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