Insurance Account Executive – Letterkenny

Insurance Account Executive – Letterkenny

by | Sep 11, 2025

The Role: Letterkenny

Sales and Activity Management:

  • Collaborate with the team manager on call flows and call volume management.

  • Handle web enquiries and client questions, successfully closing sales across a broad range of products.

  • Guide customers through the sales journey, clearly communicating product benefits and cover options.

  • Make outbound calls to prospective customers to promote products, provide advice, and close sales.

  • Support the team manager in executing targeted campaigns to boost sales.

Customer Relationship Management:

  • Build strong, trust-based relationships with customers by anticipating their needs, sharing relevant information, and consistently meeting commitments.

  • Resolve any queries or issues customers may have regarding quotes or policy details.

Customer Service:

  • Maintain a professional image and deliver service that meets or exceeds company standards.

  • Take ownership of your work to ensure the highest accuracy and quality.

  • Respond promptly and professionally to requests and enquiries from customers, colleagues, and management.

Team Collaboration:

  • Work cooperatively within the team to ensure all customer needs are met.

  • Contribute to meeting monthly and annual team targets.

Compliance:

  • Partner with the team manager and compliance department to ensure all file records meet the required standards.

Requirements:

  • Preferably have a strong background in sales or customer service.

  • Minimum of 1 year’s relevant insurance experience.

  • Compliance with Central Bank Minimum Competency Requirements, APA (Personal General Insurance) qualification at minimum, with willingness to pursue further certifications.

  • Enthusiastic and adaptable to change.

  • Ability to thrive in a fast-paced and ever-changing environment.

  • Strong IT skills; knowledge of Relay/Applied is an advantage.

Person Specification:

  • Positive, can-do attitude with openness to rapid changes as the company evolves digitally.

  • Ability to prioritise workloads effectively and adapt to unexpected challenges.

  • Highly organised with strong time and resource management skills.

  • Committed to continuous professional development.

  • Sales-driven and energized by a fast-paced sales environment.

  • Customer-focused, always putting the customer first in line with company culture.

  • Demonstrates strong product and technical knowledge, with eagerness to become a product expert.

Senior Accountant

Senior Accountant

by | Aug 21, 2025

We are seeking a qualified Senior Accountant to manage a portfolio of clients and oversee the review of financial accounts and tax computations for sole traders, companies, and partnerships. This role provides the opportunity for early client interaction and offers significant career development prospects.

The Senior Accountant will work closely with a diverse team, playing a key role in supporting the growth of the practice and enhancing client relationships.

Responsibilities:

  • Review and prepare financial accounts and tax computations, ensuring accuracy and compliance with regulations.
  • Manage a varied portfolio of clients across multiple industries, offering tailored financial advice and support.
  • Build and maintain strong relationships with clients, acting as their primary point of contact for all financial matters.
  • Collaborate with colleagues to improve client services and drive business growth.
  • Assist in the implementation of financial strategies that help clients achieve their business objectives.
  • Stay updated on changes in financial regulations and industry standards to provide informed advice.

Experience & Skills:

  • CPA/ACCA/ACA qualification with a minimum of 3 years’ experience in Public Practice.
  • Strong technical knowledge in accounting, with excellent attention to detail.
  • Outstanding communication and interpersonal skills, with a focus on delivering high-quality client service.
  • Exceptional organizational abilities, capable of managing multiple tasks and meeting strict deadlines.
  • Commercial awareness with the ability to offer practical, client-focused solutions.
  • Willingness to learn, adapt, and grow professionally within the role.