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Financial services consultant

Louth
beBeeInsurance
Financial services consultant
Posted: 14h ago
Offer description

Personal Lines Insurance Professional

We are currently seeking an experienced insurance professional to join our team. As a Personal Lines Insurance Professional, you will be responsible for providing excellent customer service and working with clients to find the best insurance solutions for their needs.

This is a challenging yet rewarding role that requires strong communication and problem-solving skills. If you have a passion for helping others and are looking for a new opportunity in the insurance industry, we encourage you to apply.

The ideal candidate will have at least one year of experience in the insurance industry, preferably in a personal lines role. You should also be actively working towards your APA qualification through the Insurance Institute and have a background in sales. Comfortable working as part of a team and happy to meet customers face-to-face is also essential.


Job Description:

* Advising clients on car, home, and commercial vehicle policies
* Handling new business quotes, payments, and customer queries (phone and walk-in)
* Working as part of a supportive, high-performing team in-office
* Engaging with both new and existing clients (renewals and MTAs)


Required Skills and Qualifications:

* At least 1 year's experience in an insurance role (broker or insurer)
* Actively working towards your APA qualification through the Insurance Institute
* A background in sales and a genuine interest in helping people
* Comfortable working as part of a team, and happy to meet customers face-to-face


Benefits:

* Pension contribution
* 20 days annual leave
* Full support with APA exams and CPD
* Strong, loyal client base — some customers have been with them over 15 years
* Well-known locally for great service and customer care
* Supportive team culture with full training and development support
* They cover exam costs and are keen to help their staff progress


Others:

This role would suit someone who's already working in insurance, either with a broker or an insurer, and is looking for that next opportunity in a busy but supportive environment. If you're in insurance, working towards your APA, and want a customer-facing role in a supportive, local team — we'd love to hear from you. Apply now or get in touch for a chat.

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