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Insurance sales professional - customer focus

Tralee
beBeeSales
Sales professional
Posted: 16 October
Offer description

Job Overview

The primary function of this role is to deliver sales results in Personal Lines, Agri and Commercial Business. The ideal candidate will assist in the overall running of the Sales Office to deliver a superior and efficient customer care service that meets agreed targets.


Key Responsibilities:

* Be proactive in achieving individual sales targets including prospecting, up selling and cross selling of Personal Lines/Commercial/Agri business.
* Deal with customer queries and refer unresolved/technical queries to the relevant personnel.
* Ensure all systems and procedures as laid down by the Company are complied with.
* Accrue and maintain comprehensive up-to-date knowledge and information of the Companys commercial product range and compliance requirements and complete relevant industry qualifications and CPD hours as appropriate.
* Work flexibly within the Sales Office and participate in various office tasks which may include going to the Mart.
* Provide relief to other Sales Offices in the region, as required.
* Develop mutually beneficial working relationships and work closely with local stakeholders to enhance the overall service delivery to customers.
* Participate in account management initiatives for Commercial and Agri business.
* Assist customers at the initial notification of claims stage, in line with company procedures.
* Take responsibility for individual outstanding debit/premium collections.


Required Skills and Qualifications:

* Leaving Certificate or equivalent and/or a relevant third level qualification
* Qualified to Approved Product Advisor (APA), Approved Product Professional (APP), Certified Insurance Practitioner (CIP) or Grandfathered Accreditation is desired however assistance will be given to obtain this qualification within the timeframes outlined by the Central Bank of Ireland.
* Previous insurance/financial services experience would be advantageous
* Sales/customer service experience


Benefits:

* Professional development opportunities
* Flexible working arrangements
* Relief opportunities in other offices


Others:

* Meet regulatory requirements as described in the Minimum Competency Code and Fitness and Probity Standards.

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