Client Service Advisor

by Warren Mansfield | Jul 2, 2025

Job Title: Client Services Advisor
Location: Swords, County Dublin
Salary: €35,000 per annum
Position: Full-time, Office-based

About the Role

Our client is seeking an experienced, driven, and personable Personal Lines Client Services Advisor to join their client services team. This is a customer-facing role, ideal for someone passionate about building relationships and delivering tailored insurance solutions.

As a Personal Lines Insurance Client Services Advisor, the successful candidate will play a key role in ensuring clients receive the highest level of service and expert advice across multiple product lines.

The role involves handling inbound and outbound calls with existing and prospective clients, focusing on home and motor policy renewals, mid-term adjustments, claims, and general policy queries. The candidate will proactively support policyholders throughout the sales journey.

This is an exciting opportunity to work in a fast-paced environment where skills and expertise will be highly valued.

Key Responsibilities

• Client Engagement: Engage with clients regarding their home and motor policy renewals and handle queries related to their policies.

• Sales & Servicing: Provide quotations for motor, home, marine, and travel insurance; advise on mid-term alterations; handle claims queries and ensure timely premium payments.

• Target Achievement: Meet renewal and new business targets, identifying cross-selling opportunities for other product lines.

• Portfolio Management: Take full responsibility for a client portfolio, delivering exceptional service and building strong client relationships.

• Compliance: Adhere to Central Bank regulations and company policies at all times.

• Cooperation: Work closely with internal teams and insurers to deliver efficient, accurate outcomes for clients.

Skills & Qualifications

• Minimum 2 years’ experience in Personal Lines insurance (home/motor focused preferred).

• Strong knowledge of the Irish Personal Lines market.

• Excellent communication skills and a client-centric approach.

• APA Personal, CIP, or Grandfathered qualification and fully CPD compliant.

• Proficiency in Relay or Applied Systems is a distinct advantage.

• Ability to work independently and as part of a team.

• Well-organised with strong attention to detail and ability to manage deadlines.

Personal Lines Administrator

by Warren Mansfield | Jul 2, 2025

Position: Personal Lines Administrator
Location: South Dublin
Salary: €30,000 per annum

As a Personal Lines Administrator, you will provide essential support to the insurance team by managing policy documentation, processing endorsements, and maintaining accurate client records. You will be a key part of delivering efficient, high-quality service to our clients in a busy, fast-paced environment.

Key Responsibilities:

• Process new business, renewals, and mid-term adjustments accurately and promptly

• Handle client correspondence and respond to policy queries

• Maintain and update client records and documentation

• Support claims processing and liaison with insurers as needed

• Ensure compliance with regulatory and company standards

• Assist with administrative tasks to support the Personal Lines team

Requirements:

• Previous experience in Personal Lines insurance administration preferred

• Strong organisational skills and attention to detail

• Good communication skills, both written and verbal

• Proficiency in insurance systems and Microsoft Office

• Ability to work efficiently both independently and within a team

• Customer-focused and proactive approach

Insurance Advisor

by Warren Mansfield | Jul 1, 2025

Position: Personal Lines Insurance Advisor
Location: North County Dublin

Salary: €40,000

As a Personal Lines Insurance Advisor, you will manage a client portfolio, handling renewals, mid-term adjustments, claims, and new business across motor, home, marine, and travel insurance. This role offers the chance to work in a fast-paced environment, providing expert advice and excellent service.

Key Responsibilities:

• Manage client renewals and follow-ups to ensure retention

• Provide quotations, handle policy changes, and ensure premium payments

• Meet targets for renewals, new business, and cross-selling

• Deliver exceptional service and maintain strong client relationships

• Ensure compliance with Central Bank regulations and company policies

Requirements:

• Minimum 2 years’ experience in Personal Lines insurance

• Strong market knowledge and client-focused approach

• APA Personal, CIP, or Grandfathered, fully CPD compliant

• Relay system proficiency a plus

• Excellent communication, organizational, and problem-solving skills

• Ability to work independently and in a team

Insurance Agent Personal Lines

by Warren Mansfield | Jul 1, 2025

Exciting opportunity for a Personal Lines Insurance Executive to join a well-established leading insurance brand based in Sandyford.

This is a permanent role offering a salary of €32,000, with an attractive commission structure providing excellent potential for additional earnings.

The position also comes with great benefits and promising opportunities for personal growth and career development.

The Role:

Sales and Activity Management:

• Collaborate with the team manager on call flows and call volume management.

• Handle web enquiries and client questions, successfully closing sales across a broad range of products.

• Guide customers through the sales journey, clearly communicating product benefits and cover options.

• Make outbound calls to prospective customers to promote products, provide advice, and close sales.

• Support the team manager in executing targeted campaigns to boost sales.

Customer Relationship Management:

• Build strong, trust-based relationships with customers by anticipating their needs, sharing relevant information, and consistently meeting commitments.

• Resolve any queries or issues customers may have regarding quotes or policy details.

Customer Service:

• Maintain a professional image and deliver service that meets or exceeds company standards.

• Take ownership of your work to ensure the highest accuracy and quality.

• Respond promptly and professionally to requests and enquiries from customers, colleagues, and management.

Team Collaboration:

• Work cooperatively within the team to ensure all customer needs are met.

• Contribute to meeting monthly and annual team targets.

Compliance:

• Partner with the team manager and compliance department to ensure all file records meet the required standards.

Requirements:

• Preferably have a strong background in sales or customer service.

• Minimum of 1 year’s relevant insurance experience.

• Compliance with Central Bank Minimum Competency Requirements, APA (Personal General Insurance) qualification at minimum, with willingness to pursue further certifications.

• Enthusiastic and adaptable to change.

• Ability to thrive in a fast-paced and ever-changing environment.

• Strong IT skills; knowledge of Relay/Applied is an advantage.

Person Specification:

• Positive, can-do attitude with openness to rapid changes as the company evolves digitally.

• Ability to prioritise workloads effectively and adapt to unexpected challenges.

• Highly organised with strong time and resource management skills.

• Committed to continuous professional development.

• Sales-driven and energized by a fast-paced sales environment.

• Customer-focused, always putting the customer first in line with company culture.

• Demonstrates strong product and technical knowledge, with eagerness to become a product expert.