Insurance Agent

Job description

Personal Lines

This is a Personal Lines Account Executive New Business role with a strong opportunity for career path, working with a leading insurance broker in a great team.

Role Accountabilities and Core Responsibilities

Sales and Activity Management:

• Work with team manager on call flows and volumes of calls.
• Dealing with web and queries from clients and close out sales across a suite of products.
• Coach customers through the sales process, providing benefits and covers
• Outbound to potential customers to advise of products and covers available and close out sale.
• Work on specific campaigns with the team manager on driving additional sales
• Customer Relationship Management:
• Build effective working relationships with all customers by establishing trust, anticipating needs, sharing information and meeting commitments
• Deal with any issues that customers may have with queries, quotes etc.

Customer Service:

• Portray a professional image to meet or exceed customer service standards
• Take personal responsibility for delivering the highest level of accuracy and quality in your work
• Deal with requests and enquiries from customers, staff and management in a professional and timely manner

Team Collaboration:

• Working as part of a team environment to ensure all customer needs are met
• Working together to ensure the team is on track to meet monthly and yearly targets Compliance:
• Work with the team manager and compliance teams in ensuring that quality of file records meets prescribed standards

Requirements:

• Preferable to have a strong sales or customer service background
• At least 18 months relevant Insurance experience
• Compliant with the Central Bank Minimum Competency Requirements – APA (Personal General Insurance) as a minimum requirement with a willingness to progress to further educational qualifications as required.
• An enthusiastic and flexible approach
• The ability to work in a fast paced, constantly evolving environment.
• Strong IT skills. Relay/Applied knowledge an advantage

Person Specification:

• Possess a can do attitude and be open to rapid and evolving changes as our digital journey progresses.
• The ability to prioritize workloads and adapt to unforeseen events
• A good degree of personal organization and a structured approach to time and resource management
• Commitment to their own professional development
• Sales Driven, enjoys fast paced sales activity.
• Customer focused, working always with the customer first approach in line with Arachas culture
• Demonstrate strong Product & Technical Knowledge with willingness to become a product expert

Benefits :

• 24 days AL
• Zero absence bonus- up to 500euro p/a
• Discretionary annual bonus- up to 15% p/a
• Pension following successful completion of their probation period (5% employee and 5% employer contribution)
• III Membership fees paid
• Insurance discounts
• Exam fees paid
• Death in service
• PHI
• Maternity/Adoptive benefit
• Sports & Social Club
• Workplace Well Being and D&I committee’s
• Discount on private health insurance with selected health care providers