Insurance Account Executive

Insurance Account Executive

The Role: Based in Waterford

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.

Insurance Account Executive

Insurance Account Executive

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.

Insurance Account Executive

Insurance Account Executive

The Role: Little Island, Cork

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

Job description

We are looking for a highly skilled, qualified, and motivated Senior Accountant to oversee a diverse portfolio of clients spanning multiple industries. This position offers early client engagement and the chance to collaborate closely with sole traders, partnerships, and limited companies.

Responsibilities

· Review financial accounts and tax computations for sole traders, companies, and partnerships.

· Manage a portfolio of clients and maintain strong client relationships.

· Support Partners and specialist teams in delivering high-quality client service.

· Contribute to the growth and development of the Practice.

· Ensure compliance with relevant accounting and taxation standards and regulations.

· Assist clients in achieving their business and financial objectives.

· Work collaboratively with internal teams to deliver innovative solutions for clients.

· Maintain high standards of accuracy, attention to detail, and client service.

· Manage deadlines effectively while supporting and mentoring team members where required.

Skills and Experience

· CPA/ACA/ACCA qualified accountant.

· Minimum of 3 yearsexperience working in a Public Practice environment.

· Strong attention to detail and technical accounting knowledge.

· Excellent interpersonal, communication, and organisational skills.

· Ability to manage deadlines and work effectively within teams.

· Commercial awareness and commitment to exceptional customer service.

· Strong problem-solving skills and the ability to work on own initiative.

· A willingness to learn and develop professionally.

· Passion for helping businesses achieve their potential.

· Proficiency in Microsoft Office and accounting software systems.

Senior Accountant

Senior Accountant

We are seeking an experienced, driven, and professionally qualified Senior Accountant to manage a varied client portfolio across a range of sectors. This role provides the opportunity for early interaction with clients and close collaboration with sole traders, partnerships, and limited companies.

Responsibilities

· Examine and prepare financial statements and tax calculations for sole traders, partnerships, and corporate clients.
· Oversee a portfolio of clients while developing and maintaining positive professional relationships.
· Work alongside Partners and specialist departments to provide excellent client support and service.
· Play an active role in supporting the continued expansion and success of the Practice.
· Ensure all accounting and tax work complies with current regulations, standards, and legal requirements.
· Support clients in reaching their financial and business goals through professional guidance.
· Collaborate with colleagues across teams to deliver effective and innovative client solutions.
· Maintain exceptional levels of accuracy, professionalism, and attention to detail in all work.
· Effectively manage workloads and deadlines while offering guidance and support to team members when necessary.

Skills and Experience

· Professionally qualified accountant (CPA/ACA/ACCA).
· At least 3 years of experience within a Public Practice setting.
· Strong technical accounting ability with excellent attention to detail.
· Effective communication, interpersonal, and organisational capabilities.
· Proven ability to prioritise tasks, meet deadlines, and work collaboratively within a team environment.
· Strong commercial understanding and dedication to delivering excellent customer service.
· Excellent analytical and problem-solving abilities with the capacity to work independently.
· Enthusiastic about continuous learning and ongoing professional growth.
· Passionate about supporting businesses in achieving success and growth.
· Competent in Microsoft Office applications and accounting software packages.