Personal Lines Account Executive

Role Overview

We are seeking an experienced Personal Lines Account Executive to join a reputable insurance brokerage firm. This individual will be responsible for managing an existing client portfolio, focusing on policy renewals, client retention, and customized insurance solutions. The position includes identifying potential opportunities for business growth, suitable for professionals who value building lasting client relationships within a business-driven environment. The role is based in one of several office locations, allowing flexibility in the workplace setting.

Primary Responsibilities

• Maintain and strengthen relationships with a personal lines client portfolio.
• Manage all aspects of policy renewals, including reviewing terms, negotiating effectively, and ensuring timely completion of documentation.
• Analyze client needs and advise on suitable personal lines products and insurance coverages.
• Address client inquiries and resolve problems promptly, upholding high customer service standards.
• Meet defined targets for new business acquisition and policy renewals.
• Identify new business opportunities and foster the growth of existing client relationships.
• Keep current with market trends, product offerings, pricing, and service quality.
• Provide management with insights on market developments and product innovations.
• Collaborate with broader teams to enhance training, product development, and operational effectiveness.
• Participate in client meetings alongside management when necessary.
• Ensure adherence to company policies, regulatory requirements, and compliance standards.

Candidate Profile

• At least four years of experience in the insurance sector.
• Minimum CIP qualification accompanied by up-to-date CPD evidence.
• Extensive knowledge of personal lines insurance and the Irish insurance marketplace.
• Proven success in client portfolio management focused on renewals and service delivery.
• Strong negotiation skills to obtain advantageous terms for clients.
• Excellent interpersonal and communication abilities.
• Commercially aware with a record of meeting performance targets.
• Detail-oriented with strong organizational skills.
• Capable of working autonomously while being an effective team contributor.

Benefits

• Competitive salary aligned with experience.
• Incentives tied to performance.
• Chance to manage an existing client portfolio.
• Opportunities for career progression and professional growth.
• Supportive and professional workplace environment.
• Continuous training and development programs.