Insurance Commercial Account Handler

Insurance Commercial Account Handler

New opportunity for an experience Insurance Commercial Account Handler to join a busy close-knit team based in Galway City. This is a permanent hybrid role with a salary of up to €50,000 available.

Tasks and Responsibilities for the Insurance Commercial Account Handler

  • 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. Policy types will include Commercial Combined, Combined Liability, Motor Fleet, Shops and Offices, Property Owners, Directors and Officers, Cyber and Professional Indemnity.
  • Working closely with clients, insurers and colleagues, carefully managing and maintaining information / documentation for prospects and clients.
  • Establish and maintain relationships with key insurance contacts
  • Timely reporting of relevant information
  • Adherence to compliance standards and relevant codes as appropriate (such as Consumer Protection Code 2012)
  • Actively participate in team meetings

Qualifications and experience for the Commercial Account Handler

  • Experience & knowledge in a commercial insurance broking or direct insurer environment is required.
  • APA / CIP qualification (commercial lines) is required as minimum and subject to Fitness and Probity Standards
  • 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

Customer Service Advisor

Customer Service Advisor

Excellent new opportunity for an Insurance Customer Service Advisor to join a growing insurance business in Galway City. The position is permanent office-based role and has a salary of up to €34,000 with excellent benefits on offer.

Tasks and Responsibilities for the Insurance Customer Service Advisor:
  • Tasked with fostering new business growth across diverse personal insurance categories: motor, home, farm, van, health, and marine.
  • Efficiently manage policy queries and adjustments to meet clients’ evolving needs.
  • Play an essential role in ensuring client retention throughout the annual renewal cycle.
  • Handle day-to-day administrative tasks associated with personal lines policies.
  • Proactively spot cross-selling opportunities by understanding clients’ insurance needs.
  • Ensure exceptional client experiences, whether face-to-face or over the phone.
  • Collaborate effectively and demonstrate flexibility to support team objectives.
  • Ensure mandatory compliance with regulatory standards such as CBI, CPC, GDPR, and internal policies.

Experience and Qualifications for the Insurance Customer Service Advisor:

  • Experience and knowledge in a personal insurance environment.
  • APA/CIP qualification or working towards.

Financial Advisor

Financial Advisor

Job Title: Financial Advisor

Established in 1938, my client is one of the oldest independently owned brokers in Ireland, providing insurance, wealth management, pensions, investments, employee benefits, and mortgage advisory services. With offices in Dublin and Drogheda, they offer expert financial solutions to private and commercial clients nationwide.

My client is seeking a highly motivated Financial Advisor to provide expert financial advice in Retirement Planning, Investments, Life Insurance, Serious Illness Cover, and Income Protection. The role involves developing new business, managing an existing client base, and building a strong pipeline over a 4-5-year period. Hybrid role based in Dundrum with administrative support provided.

This role offers a competitive salary of up to €75,000 DOE, along with a generous bonus and commission structure. The hybrid working model is based in Dundrum, providing flexibility and work-life balance. Additional benefits include 23 days annual leave, 10 days paid sick leave, and a Defined Contributory Pension Scheme. Employees also receive Death in Service & Income Protection Cover, access to an Employee Assistance Programme, and sponsorship for exams and further study. A company laptop and mobile phone are provided, along with free parking for added convenience.

Key Responsibilities for the Financial Advisor

  • Develop and maintain a pipeline of new business opportunities.
  • Manage and grow relationships with existing clients.
  • Conduct financial reviews and provide tailored recommendations.
  • Ensure compliance with regulatory requirements.
  • Maintain accurate client records on the CRM system.

Skills & Qualifications for the Financial Advisor

  • QFA qualification (essential); RPA, AIIPM, CFP (desirable).
  • 5-7 years’ sales experience in Life & Pensions, ideally in a broker environment.
  • Strong technical knowledge of financial products.
  • Proven ability to meet annual sales targets.
  • Excellent interpersonal and communication skills.
  • Full driving license and personal vehicle required.
  • Compliance with CPD requirements.

Insurance Team Leader

Insurance Team Leader

Excellent new opportunity for an experienced Insurance Team Leader to join a well-known insurance brand in Mullingar, Westmeath. This is a permanent role with commission/ bonus and excellent benefits on offer. The salary available for the Insurance Team Leader is up to €35,000 and can sometimes go higher.

The primary responsibility of the Insurance Team Leader is to manage a team and ensure the seamless daily operation of sales and support activities.

Duties for the Insurance Team Leader:

  • Motivate and inspire the team to achieve KPIs and targets, fostering a results-oriented environment.
  • Conduct regular one-to-one performance reviews and weekly call evaluations to maintain quality and compliance.
  • Provide leadership, support, and development to team members, leveraging individual strengths to optimize performance.
  • Efficiently oversee daily operations and workflow, ensuring adherence to company systems and procedures.
  • Foster a learning environment to enhance knowledge transfer and team growth.
  • Handle complex and escalated queries as a point of referral.
  • Collaborate with colleagues to meet overall targets and compliance requirements.
  • Maintain up-to-date knowledge of the company’s product range and industry regulations.
  • Perform additional duties as required by management.

Experience and Qualification for the Insurance Team Leader

  • APA or CIP Qualified or working towards
  • 1 plus years working in the Insurance Industry
  • Experience with people management

Personal Lines Insurance Executive

Personal Lines Insurance Executive

Job Title: Personal Lines Insurance Executive
Location: Letterkenny, Donegal
Salary: €34,000 + Excellent Commission Structure

We are seeking an enthusiastic Personal Lines Insurance Executive to join a leading insurance brand in Sligo/Letterkenny. This is a permanent role offering fantastic growth opportunities, excellent benefits, and the potential to earn additional income through a competitive commission structure.

Key Responsibilities:

  • Manage inbound and outbound sales calls, closing sales across a range of personal lines insurance products.
  • Provide exceptional customer service by handling queries, quotes, and policy-related issues.
  • Build strong relationships with customers as a trusted Personal Lines Insurance Executive by offering tailored advice and support.
  • Work collaboratively with the team to achieve monthly and yearly sales targets.
  • Ensure compliance with regulatory standards and maintain accurate file records.

Requirements:

  • APA qualification (Personal General Insurance) with a commitment to further education.
  • Minimum of 1 year’s experience in a Personal Lines Insurance Executive or similar role.
  • Sales-driven with strong IT skills (experience with Relay/Applied is a bonus).
  • A positive attitude, excellent organizational skills, and the ability to thrive in a fast-paced environment.

What We Offer:

  • Competitive salary of €34,000.
  • Excellent commission structure for additional earnings.
  • Opportunities for career growth and professional development.
  • Great benefits and a supportive team environment.

If you’re a dedicated Personal Lines Insurance Executive ready to excel in a dynamic, customer-focused role, we’d love to hear from you!