Personal Lines Account Executive

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Job description

Excellent New opportunity for a Personal Lines Account Handler for a busy insurance broker in Dundalk, Louth.

  • Permanent
  • Salary €26,000 – €35,000 DOE & APA or CIP Qualification
  • Great benefits and study support

The Personal Lines Account Handler (APA) is responsible for supporting the personal lines department by processing insurance applications, endorsements, renewals, and cancellations. The APA ensures the accuracy and timeliness of all transactions, maintains client records, and provides excellent customer service.

Key Responsibilities:

  • Processing Applications: Enter new business applications into the agency management system, ensuring all information is complete and accurate.
  • Endorsements: Process policy changes and endorsements in a timely manner, verifying all details and updating client records accordingly.
  • Renewals: Manage the renewal process by preparing and sending renewal notices, following up with clients, and updating policy information as needed.
  • Cancellations: Handle policy cancellations by processing requests, notifying clients, and ensuring all records are updated.
  • Documentation: Maintain accurate and organized client files, ensuring all documentation is filed appropriately and accessible for review.
  • Customer Service: Provide exceptional customer service by responding to client inquiries, resolving issues, and offering assistance with policy details.
  • Compliance: Ensure all processing activities comply with industry regulations and company policies.
  • Communication: Collaborate with insurance agents, underwriters, and other team members to facilitate the processing of personal lines policies.
  • Reporting: Generate and analyze reports related to policy processing activities and provide insights to management.

Qualifications:

  • Education: APA Qualification or working towards
  • Experience: Minimum of 1-2 years of experience in an insurance agency, preferably in a personal lines role.

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