The purpose of this role is to manage a portfolio of existing High Net Worth (HNW) & Ultra High Net Worth (UHNW) clients, secure new customers and support the growth of Private Client. This senior role entails managing new and existing Private Client Accounts in conjunction with the Private Client team. The role also involves collaborating with Broking colleagues to promote Private Client across all Regions.

Geographical Location: Dublin Region

Reports To: Head of Private Client Sales

Key Internal Relationships: Managing Directors Broking , Regional Directors, Regional Managers, Regional Business Managers, Account Directors, Account Executives, other business units, Business Enablement Teams.

Sales & Activity Management:

Seek, Quote and Convert quotations for new Private clients.
Assist in achieving the overall New Business objectives of the Private client team
Liaise with Broking colleagues to achieve cross sell targets
Responsible for managing Personal Insurance Portfolio’s for UHNW & HNW customers, documenting renewal as well as mid-year alterations and claims handling in line with agreed protocols and procedures
Manage aged debt and premium collection.
Meet income acquisition and referral targets set
Maintain an excellent team work ethic.

Customer Relationship Management:

Build effective working ‘in person’ relationships with all customers by establishing trust, anticipating needs, sharing information and meeting commitments.
Originate, manage and drive relationships in the generation of new business and increasing revenue on the existing book.
Attend Appraisals alongside Insurance Company Surveyor.

Customer Relationship Management:

Build effective working ‘in person’ relationships with all customers by establishing trust, anticipating needs, sharing information and meeting commitments.
Originate, manage and drive relationships in the generation of new business and increasing revenue on the existing book.
Attend Appraisals alongside Insurance Company Surveyor.

Customer Service:

Provide professional, action-orientated and timely service to our customers, colleagues and management
Put customers at the heart of everything you do, aiming to delight them during every interaction to build loyalty in line with the Arachas Customer Charter.
Portray a professional image to exceed customer service standards.
Take personal responsibility for delivering the highest level of accuracy and quality in your work.

Team Collaboration:

Work closely with the Private client team and the Private Client management team as well as the wider Broking division.
Working with the team to develop new business pipeline and to deliver best results.
Assist in achieving the overall objectives of the Private client team.

Compliance:

Work with the Commercial Teams Regional Director’s and Compliance Teams in ensuring that quality of file records meets prescribed standards.
Working in line with the QA Framework and Central Bank regulations.

Requirements:

CIP qualified as a minimum and preferably studying towards the ACII.
Compliant with the Central Bank’s Minimum Competency Code and Fitness & Probity.
Previous experience in the area of New Business Development, with excellent technical and product knowledge.
Experienced in building strong working relationships with clients, insurers and colleagues.
Commitment to ongoing professional development. Quick learning capabilities and an aptitude for understanding the variable elements of insurance products.
Ability to deal with and convert larger more complex commercial risks into clients.
Excellent communication skills and a strong client relationship background are essential.
Excellent negotiation skills and an understanding how best to negotiate between price and risk.
Possess a positive, can-do attitude with the ability to adapt to and embrace change and adapt to unforeseen events.
Motivated, self-starter who will work on their own initiative and appreciate the regulatory nature of the business.
Candidate must demonstrate the ability to work in a team environment with a high level of energy and attention to detail
Strong IT and organisational skills.

Account Director – Private Client, Broking

Job Description