Insurance Advisor Job Description
We are seeking a skilled and customer-focused Insurance Advisor to join our team in Claremorris.
This role is at the heart of client relationships, providing exceptional service while promoting and generating new business across all personal lines.
* Promoting and generating new business opportunities.
* Handling policy queries and updates, ensuring client satisfaction.
* Supporting annual renewal processes and maintaining client retention.
* Managing day-to-day administrative tasks for personal lines policies.
* Identifying cross-sell opportunities through in-depth client discussions.
* Delivering an excellent client experience via face-to-face and telephone interactions.
* Collaborating with colleagues to achieve shared goals.
* Maintaining full compliance with relevant regulations.
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Key Responsibilities:
In this dynamic role, you will have a range of responsibilities including:
1. Personal Lines Business Development: Drive growth by promoting and generating new business across motor, home, farm, van, health, and marine insurance.
2. Client Service Excellence: Provide expert guidance on policy queries and updates, ensuring clients receive exceptional support.
3. Policy Administration: Efficiently manage day-to-day administrative tasks for personal lines policies.
4. Compliance: Ensure adherence to regulatory requirements, including CBI, CPC, GDPR, and internal policies.
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About the Role:
This position offers a unique opportunity to make a meaningful impact on clients' lives while advancing your career in insurance.
As an Insurance Advisor, you will be responsible for developing strong relationships with clients, identifying their needs, and delivering tailored solutions to meet those needs.
Your success will be measured by your ability to drive business growth, deliver exceptional client experiences, and maintain high levels of compliance.