Role Overview
The primary function of this position is to deliver sales of Personal Lines, Agri and Commercial Business. The role involves assisting in the overall running of the Sales Office to provide a superior and efficient customer service that produces agreed sales results while enhancing the local brand.
Key Responsibilities:
1. To be proactive in achieving individual sales targets including prospecting, up selling and cross selling of Personal Lines/Commercial/Agri business.
2. To deal with customer queries and refer unresolved/technical queries to the relevant personnel.
3. To ensure all systems and procedures as laid down by the company are complied with.
4. To accrue and maintain comprehensive up-to-date knowledge and information of the company's commercial product range and compliance requirements and complete relevant industry qualifications and CPD hours as appropriate.
5. To work flexibly within the Sales Office and participate in various office tasks which may include going to the Mart.
6. To provide relief to other Sales Offices in the region, as required.
7. To develop mutually beneficial working relationships and work closely with the local financial advisor, to continuously enhance the overall service delivery to customers.
8. To participate in account management initiatives for Commercial and Agri business.
9. To partake in on-going renewal follow ups/revisions; identifying sales opportunities, cover/rate improvements, as appropriate.
10. To assist customers at the initial notification of claims stage, in line with company procedures.
11. To take responsibility for individual outstanding debit/premium collections.
12. Administration: To provide dedicated support to the Sales Executive/Branch Manager, as directed. Administration of Personal Lines/Commercial/Agri business as required.
13. Qualifications and Experience: 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.
14. Skills and Competencies: Proficient in Microsoft Office Suite. Previous insurance/financial services experience would be advantageous. Sales/customer service experience. Proactive / energetic approach / positive outlook. Customer focused. Excellent communication and organisational skills. Develop and maintain customer relationships. Ambitious. Target driven & results orientated. Problem solving.
15. Benefits: Bonus. Paid Holidays. Pension. Staff discount.
16. Note: This role is being offered on a permanent contract. FBD is an inclusive Equal Opportunity employer that considers applicants irrespective of their age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability and social circumstances.