Insurance Advisor

Job Overview

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

Job Responsibilities

Working closely with and reporting to a Team Leader and Support Manager, you will be results focused and your key responsibilities will include:

• Provision of a high standard of service to our existing and new customers ensuring that the experience that they receive will be to the required level and in keeping with FBD’s customer care ethos
• Delivery on agreed targets for new business and retention through the use of selling and retention skills
• Execution of policy amendments in an efficient manner ensuring that all aspects of our service provision is meeting customer expectation
• Optimising opportunities for cross selling, to generate referrals while engaging with customers to maximize the business growth opportunities within other channels/business units
• Handling a requisite volume of calls efficiently ensuring that our call answering objectives are achieved for both the customer and organization
• Working closely with team colleagues to collectively achieve overall targets set
• Ensuring all systems and procedures as lady down by the Company are complied with
• Accruing and maintaining comprehensive up to date knowledge and information of the Company’s Personal Lines and Commercial product range and compliance requirements, and completing relevant industry qualifications as appropriate
• Carrying out such duties as management may require from time to time

Job Responsibilities

Education

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

Experiences

Competencies

Skills:

• Customer focused
• Excellent communication & organisational skills
• Previous sales or customer service experience
• Proactive, energetic approach and positive outlook
• Proficient in MS Office Suite- MS Word, Excel, Powerpoint

Competencies:

• Teamwork
• Target driven & results orientated
• Problem solving

MCC

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