Insurance Advisor

Job description

Insurance Advisor

An opening on the Personal Lines has just become available for an Insurance Advisor with a well-known insurance broker in Swords, Dublin. The Insurance advisor will be a permanent member of the team with a salary of up to €40,000 DOE. This is a hybrid role with flexible working available also and parking on site. The company also provides a pension and other great benefits.

As a Personal Lines Insurance Advisor, you will manage a portfolio of clients, providing expert guidance on renewals, adjustments, claims, and new business. This dynamic role offers the chance to deliver exceptional service in a fast-paced environment.

What the Insurance Advisor will do:

• Client Retention: Prepare and issue renewal documents, following up to secure policy renewals for the Personal Lines
• Sales & Service: Offer quotes for motor, home, marine, and travel insurance, manage policy changes, and oversee timely premium collection.
• Target Fulfilment: Achieve goals for renewals and new business while identifying opportunities to cross-sell additional products.
• Portfolio Oversight: Manage your client portfolio with a focus on providing exceptional service and fostering strong relationships.
• Regulatory Compliance: Ensure all activities align with Central Bank regulations and company policies.

The skills and Qualifications of the Insurance Advisor

• Minimum 2 years\’ experience in Personal Lines insurance.
• Strong knowledge of the Personal Lines market.
• Superior organisational and problem-solving skills with keen attention to detail.
• APA Personal, CIP, or Grandfathered and fully CPD compliant.
• Proficiency in Relay is a distinct advantage.
• Excellent communication skills and a client-centric approach.
• Ability to work both independently and as part of a team.