Personal Lines Executive

• Preparation of financial statements for sole traders, partnerships, and limited companies
• Completion of statutory audits
• Managing compliance across all tax heads, including Income Tax, Corporation Tax, RCT, VAT, and Payroll Taxes
• Liaising directly with clients and managing relationships independently
• Ensuring compliance with relevant accounting and auditing standards

‍

Financial Management & Reporting

Budgeting & Forecasting

Compliance & Control

Team Management

‍

• Daily Transport Planning: Create and manage delivery schedules for both container and trailer loads from Dublin Port, Cork, Shannon Foynes, and other ports nationwide.

• Fleet Management: Coordinate and optimise the utilisation of up to 70 trucks daily, ensuring maximum efficiency and adherence to delivery windows.

• Route Optimisation: Plan routes across the Irish road network to minimise empty miles, fuel usage, and delays.

• Live Operations Control: Monitor driver progress in real-time, proactively resolving issues such as traffic delays, breakdowns, or unforeseen disruptions.

• Driver Communication & Support: Provide clear instructions, guidance, and problem-solving support to drivers throughout their shifts.

• Customer Service: Act as a key point of contact for clients regarding delivery times, service updates, and problem resolution.

• Compliance: Ensure adherence to Irish and EU transport regulations, driver working hours, health & safety protocols, and port authority requirements.

• Data & Reporting: Maintain accurate records of loads, performance, and KPIs to support operational reporting and continuous improvement.

‍

The purpose of this role is to work as part of a dynamic sales team seeking and winning Commercial New Business. The role entails working on specific company driven sales campaigns with the business as well as working on own initiative to generate larger type Commercial New Business leads for conversion.

Sales and Activity Management:

• Seek, Quote and Convert quotations for new commercial clients.
• Meet challenging income acquisition and referral targets set.
• Assist in achieving the overall objectives of the Commercial Lines New Business Team.
• Comply with all relevant compliance legislation.
• Manage aged debt and premium collection.
• Comply with all Management Audit Requirements.
• Ensure agreed processes are followed in all matters.
• Maintain an excellent team work ethic.

Customer Relationship Management:

• Build effective working relationships with all prospective clients in a short space of time by establishing trust, anticipating needs, sharing information and meeting commitments.

Customer Service:

• 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 company directors.
• Work within a collaborative team environment.
• Assist in achieving the overall objectives of the Commercial Lines New Business Team.

Compliance:

• Work with the Commercial Lines Manager and Compliance Teams in ensuring that quality of file records meets prescribed standards.

‍