The primary function of the Personal Insurance Advisor is to deliver excellent and efficient customer service that drives increased sales and business retention based on site in the branch.
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 a great experience
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 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
Completing relevant industry qualifications as appropriate
Qualifications:
Leaving Certificate or equivalent and/or a relevant third level qualification.
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
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