The primary function of the Personal Insurance Advisor is to deliver excellent and efficient customer service that drives increased sales and business retention.

QUALIFICATIONS:

• Leaving Certificate or equivalent, and/or a relevant third-level qualification.

SKILLS AND COMPETENCIES:

• Teamwork: Able to work effectively as part of a team.
• Target-driven & Results-oriented: Focused on achieving set goals.
• Problem-solving: Ability to find solutions to challenges that arise.
• Customer-focused: Dedicated to providing excellent service.
• Communication & Organizational skills: Clear communicator with strong organizational abilities.
• Previous experience: Sales or customer service experience is desirable.
• Proactive, energetic approach & positive outlook: Maintains a proactive, positive attitude.
• Proficient in MS Office Suite: MS Word, Excel, PowerPoint.

• Provide a high standard of service to existing and new customers, ensuring the experience meets expectations and aligns with the company’s customer care ethos.
• Deliver on agreed targets for new business and retention through the use of selling and retention skills.
• Efficiently execute policy amendments while ensuring all aspects of service provision meet customer expectations.
• Optimize opportunities for cross-selling to generate referrals and engage with customers to maximize business growth opportunities across other channels/business units.
• Handle a requisite volume of calls efficiently, ensuring that call answering objectives are met for both the customer and the organization.
• Work closely with team colleagues to collectively achieve overall targets.
• Ensure compliance with all systems and procedures set by the company.
• Maintain comprehensive, up-to-date knowledge of the company’s Personal Lines and Commercial product range and compliance requirements. Complete relevant industry qualifications as required.
• Carry out additional duties as required by management.