Graduate broker training role focused on commercial insurance sales and relationship management. Responsibilities include prospecting, analyzing client insurance needs, negotiating with insurers, acquiring and retaining business, collecting premiums, maintaining client records, meeting compliance requirements, and achieving sales, margin, conversion, retention, and credit-control targets. The role also involves professional development, client and insurer meetings, networking, and use of internal CRM, workflow, and insurance quoting systems.
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
The Risk Consulting Graduate Programme launches in the period June -September 2027 dependant on the availability of the successful candidate.
As a Broker in training you will be responsible for building, maintaining and servicing a book of commercial insurances customers in line with our prospecting strategy. You will learn the craft whilst developing strong relationships with clients, teammates and insurers.
RESPONSIBILITIES
- Apply our sales methodology i.e. the three-meeting process to all aspects of the role, including team selling.
- Source prospects/leads as per team/leadership discussions.
- Analyse prospects/leads needs and current insurance programs and find opportunities to strengthen their insurance programs.
- Liaise and negotiate with insurance companies to ensure the best possible outcome for clients.
- Ensure timely collection of all premiums, in line with our credit terms.
- Upload and update all prospects and secured clients on internal systems, Microsoft Dynamics, Relay or equivalents.
- At all times maintain a professional image and provide an excellent service experience to our clients.
- Take personal responsibility for delivering accurate, high-quality, right first-time outputs.
- Provide support to service / marketing teams as required.
- Actively seek and avail of personal development opportunities, in team projects, teammate mentoring, assisting with large renewals and new business prospects.
- In all aspects of the role ensure compliance with all legal requirements, Central Bank codes and O’Leary Insurances procedures and business ethics.
- Continuously strive to build strong relationships both internally and externally. Attend internal sales, client/prospect and insurer meetings, in person as required. Avail of networking opportunities as they arise.
- ‘Learn your craft’ – via CPD, insurer training, policy wording reviews and stay up to date on Commercial insurance products/rates and general competitor activity in the market.
- Any ad-hoc tasks that may arise.
OUTCOMES
What the role has to deliver
- Agreed financial objectives
- Acquire new profitable business
- Retain existing Commercial lines business
- Build and maintain strong customer relationships
- Maintain files and documentation
- Meet all compliance and regulatory requirements
- Income and new business figures
- Existing business and retention of figures
- Margin, conversion and retention rates
- Credit control and aged debt analysis
- Compliance audits
- Relay
- MS Office
- MS Dynamics
- Workday
- Insurer quote and bind systems
SKILLS / KNOWLEDGE / EXPERIENCE
- Ability to work as part of a team and on own initiative
- Positive attitude towards change
- Sales acumen including professional presentation
- Strong desire to develop and actively seek line manager feedback
- Strong communication and interpersonal skills
- Negotiation skills
- Ability to multitask and prioritise
- Ability to build and maintain strong relationships with all key stakeholders.
- Strong attention to detail
- Problem solving ability.
- Quantitative skills; ability to understand the relationship of numbers.
- Ability to maintain a high level of confidentiality
This job description is not meant to be an all inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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