Job Overview:
The primary function of the Sales Advisor is to deliver sales of Personal Lines, Agri and Commercial Business. The role involves assisting in the overall running of the Sales Office to deliver a superior and efficient customer care service that produces agreed sales results while enhancing the local brand.
Key Responsibilities:
• Achieve individual sales targets through prospecting, up selling and cross selling of Personal Lines/Commercial/Agri business.
• Handle customer queries and refer unresolved/technical queries to relevant personnel.
• Ensure all systems and procedures are complied with.
• Maintain comprehensive knowledge of commercial product range and compliance requirements and complete relevant industry qualifications and CPD hours as appropriate.
• Participate in office tasks which may include visiting markets.
• Provide relief to other Sales Offices in the region as required.
• Develop mutually beneficial working relationships with local financial advisors to enhance overall service delivery to customers.
• Participate in account management initiatives for Commercial and Agri business.
• Identify sales opportunities, cover/rate improvements as appropriate.
• Assist customers at initial notification of claims stage in line with company procedures.
• Take responsibility for individual outstanding debit/premium collections.
Requirements:
Leaving Certificate or equivalent and/or relevant third level qualification
Proficient in Microsoft Office Suite – Word, Excel, Outlook
Previous insurance/financial services experience advantageous
Sales/customer service experience.
Proactive / energetic approach / positive outlook
Customer focused
Excellent communication and organisational skills