Client Service Advisor

Job description

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.