by Terence O'Hara | Oct 17, 2024
Excellent new opportunity for a Commercial Lines Account Handler to join a busy insurance company. This is a hybrid role which is based in Dublin 2. Salary is up to €55,000 but can go higher for the right candidate.
Tasks & Responsibilities
- Responsibility for the handling of a range of commercial business clients, handling renewals, queries, cover instructions, mid-term amendments, claims etc. with an emphasis on, but not limited to, the retention of existing business
- Working closely with clients, insurers and colleagues, carefully managing and maintaining information / documentation for prospects and clients
- Timely reporting of relevant information
Skills and Experience
- A customer focused team player, committed to providing an excellent service and retaining clients through developing and cementing long term relationships
- Strong interpersonal skills essential
- APA / CIP qualification (commercial lines) is required as minimum
- Experience & knowledge of commercial insurance broking is desirable
by Terence O'Hara | Oct 17, 2024
Excellent new opportunity for an experienced Insurance Branch Team Lead to join a busy insurance broker in Galway City. This is a permanent role with a salary of up to €45,000 DOE. The salary can sometimes go higher for the ideal candidate.
The Role
- Supervise new business and renewal retention across branches, ensuring monthly targets are met and all associated processes and documentation are completed on time.
- Oversee quality and regulatory standards in all client interactions.
- Ensure timely completion of required reports and month-end processes.
- Collaborate with colleagues across the branch network to enhance the client experience, maintaining close communication with Branch Leads/Managers.
- Monitor team performance, providing regular feedback to team members.
- Communicate relevant company and team updates.
- Coordinate the induction of new team members.
- Facilitate knowledge sharing across the team.
- Identify opportunities to streamline processes for greater efficiency and improved customer experience.
The Person
- Enthusiastic, committed, and leads by example.
- Self-motivated, flexible, determined, and target-driven.
- Strong communicator.
- Holds relevant insurance qualifications (e.g. CIP, MDI, ACII).
Skills and Experience
- Experience in general insurance broking, covering both new business and renewals.
- Strong interpersonal skills.
- Effective time management and organizational skills.
- Ability to align key business drivers with departmental strategy.
- Analytical, creative, and goal-oriented.
by Terence O'Hara | Oct 17, 2024
Excellent opportunity for a Sales Advisor to join a busy, on-site insurance company based in Naas, Kildare.
· Permanent
· Salary €26,000 – €33,000 with a generous commission on offer
· Pension, Healthcare & discount on car and home insurance
· Study support for further development
The primary function of the Sales Advisor is to deliver sales of Personal Lines. The role will involve 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 brand.
Responsibilities:
- Working closely with and reporting to the Branch Manager and Sales Development Co-Ordinator, you will be results focused and your key responsibilities will include:
- Being proactive in achieving individual sales targets including prospecting, up selling and cross selling of Personal Lines.
- Dealing with customer queries and referring unresolved/technical queries to the relevant personnel.
- Ensuring all systems and procedures as laid down by the Company are complied with.
- Accruing and maintaining comprehensive up-to-date knowledge and information of the Company’s commercial product range and compliance requirements and completing relevant industry qualifications and CPD hours as appropriate.
- Working flexibly within the Sales Office and participating in various office tasks which may include going to the Mart.
- Part taking in on-going renewal follow ups/revisions, identifying sales opportunities, cover/rate improvements, as appropriate.
Education
- Qualified to Approved Product Advisor (APA) or working towards, Approved Product Professional (APP), Certified Insurance Practitioner (CIP) or Grandfathered Accreditation.
by Terence O'Hara | Oct 11, 2024
Excellent new opportunity for a Personal Lines Insurance Broker to join a busy close-knit team in the centre of Naas town. This is a permanent hybrid position and the salary on offer is from €35,000 – €45,000 basic depending on experience. There are also great benefits on offer and study support to help grow your knowledge and expertise within insurance.
The job:
- Customer Service – Provide professional, friendly, and honest service to our clients.
- Business Growth – focus on expanding our current book of business.
- Team Support – collaborate effectively with colleagues to achieve common goals.
- Coverage Analysis – Offer the best competitive coverage by representing a wide range of reputable insurance providers.
Experience & Qualifications:
- Minimum 1 years’ experience required
- Minimum APA qualified or working towards
- Skilled in using Relay Insurance Brokers software for Van, Private Motor, and Home Insurance.
by Terence O'Hara | Oct 8, 2024
An exciting new hybrid opportunity for an experienced Life and Pension Administrator to join a growing Financial Services business in Dundrum. This is a permanent position with a salary of up to €40,000 DOE. There is also a generous bonus and commission available with great benefits and parking on site.
The Job
- Administer and manage a portfolio of corporate client Executive and Small Self-Administered Schemes (Defined Contribution Only).
- Provide a high standard of administrative support to the management team on life and pension products.
- Prepare client meeting documentation to support Consultants, Line Manager and Director on a daily basis.
- Attend meetings in a support role to the consultants and provide support to Line Manager and Director on a daily basis.
- Manage the processing of new business applications in Pension, Investments and Life assurance and deal directly with the life companies to ensure these are processed in an accurate and timely manner.
- Communicate with clients over phone and email keeping them updated on the progress of their applications.
- Work with the Pensions and Compliance Manager to ensure all investment related information provided to clients is accurate and up to date.
- Work on ad-hoc business development projects as required
- Fulfil all compliance obligations on new business cases (e.g. preparation of client recommendations and associated compliance paperwork in line with Central Bank requirements).
Experience and Qualifications
- QFA (essential), RPA (desirable), AIIPM (desirable)
- Three to five years’ experience (at least 18 months working in brokerage)
- Corporate Scheme experience (essential)
- Excellent organisational skills and ability to work on your own initiative
- Excellent attention to detail
- Good interpersonal skills and a team player
- Proven track record of delivering excellence in customer service
- Ability to manage your own time efficiently and effectively
- Ability to problem solve and follow queries through to a satisfactory conclusion
- Willingness to develop technical knowledge and skills and desire to undertake appropriate study
- Motivation to develop within the organisation
- Experience in a regulated financial planning business would be an advantage
- Proficiency in Word, Excel and PowerPoint
