Account Executive - Affinity Lines, Taxi., Dublin Pike

The purpose of this role of Affinity Lines Account Executive (Taxi) role is to work closely with the Sales Manager and BDM for Taxi in a dynamic team environment. This role sits in a fast‑paced environment, working within a dynamic team setting. The successful candidate will work with the Sales Manager, BDM for Taxi, Sales Director and other relevant Affinity Lines Teams.

Geographical Location Sandyford/Santry (Dublin)

Reports To Sales Manager– Affinity Lines

Key Internal Relationships MD of Affinity Lines, Sales Director– Affinity Lines, Sales Manager - Affinity Lines, Team Members, Team Leaders within Affinity Lines, Department Heads within Affinity Lines.

Key External Relationships Client Relationships&Affinity Partner Relationships

Role Accountabilities And Core Responsibilities Sales and Activity Management

Responsible for client insurance requirements

Renewals– ensure renewals are invited in line with agreed protocols and procedures

Contributing to the achievement of the team’s monthly retention targets

Binding cover and issuing policy documentation

Invoicing and premium collection

Mid‑term adjustments – obtaining and offering quotations for midterm adjustments

New business– assisting the Affinity Lines Sales Team by providing quotations in a timely manner and assisting with any queries in respect of premiums and covers

Keep client records complete, accurate and up to date

Deal with incoming&outgoing calls and queries between clients and insurers

Ensure policies are ordered, paid for and issued in a timely manner

Customer Relationship Management

Build effective working relationships with both new and existing customers by establishing trust, anticipating needs, sharing information and meeting commitments

Deal with any issues that customers may have with their policies

Assist compliance in dealing with complaints

Customer Service

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 and ensure complaint management standards and procedures are applied

Demonstrate promptness, dependability, and commitment in dealing with customers

Team Collaboration

Contribute to the team by sharing information, ideas and opinions

Build good working relationships, collaborate with other teams and treat others in a fair and respectful way

Assist other team members in completing their work when required

Cross‑department flexibility required

Compliance

Ensure that all accounts are handled in line with compliance requirements

Administer accounts in line with agreed policies and procedures

Requirements

Preferred: Minimum APA (Personal&Commercial) working towards CIP

Candidate must demonstrate the ability to work in a team environment

Strong communication skills are essential

Possess a positive, can‑do attitude with the ability to adapt to and embrace change

Attention to detail

Possess the ability to manage deadlines&prioritise workload

Contribute to positive team morale

A good degree of personal organisation and a structured approach to time and resource management

Person Specification

Previous Open I experience preferable but not essential

Proficient in Outlook, Word&Excel

Friendly and assertive manner on the phone

Ability to develop relationships with insurers and clients

Willingness to learn&develop

#J-18808-Ljbffr