Insurance Account Executive – Sligo

Insurance Account Executive – Sligo

by | Sep 11, 2025

The Role: Sligo

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.