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Personal Lines Insurance Specialist

3 weeks ago

Letterkenny, Donegal, Ireland beBeeInsurance Full time €35,000 - €55,000
Insurance Agent Role Overview

This role is an exciting opportunity to join a team of insurance professionals and contribute to the growth of our business.

Key Responsibilities:
  • Collaborate with team members on call flow management and customer engagement strategies.
  • Handle customer inquiries, provide product information, and close sales across a range of insurance products.
  • Guide customers through the sales journey, clearly communicating policy benefits and options.
  • Make outbound calls to prospective customers to promote products, provide advice, and close sales.
  • Support the team in executing targeted campaigns to boost sales performance.
Customer Relationship Management:
  • Build strong, trust-based relationships with customers by anticipating their needs and consistently meeting commitments.
  • Resolve customer queries or issues regarding quotes or policy details in a timely and professional manner.
Customer Service Standards:
  • Maintain a professional image and deliver service that meets or exceeds company standards.
  • Take ownership of work to ensure accuracy and quality.
  • Respond promptly and professionally to customer requests and enquiries.
Team Collaboration:
  • Work cooperatively within the team to ensure all customer needs are met.
  • Contribute to meeting monthly and annual team targets.
Compliance Requirements:
  • Partner with the compliance department to ensure all file records meet 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 qualification at minimum, with willingness to pursue further certifications.
  • Enthusiastic and adaptable to change.
  • Ability to thrive in a fast-paced environment.
  • Strong IT skills; knowledge of Relay/Applied is an advantage.
Person Specification:
  • Positive 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.
Skills:
  • Time Management
  • Communication
  • Team Work
Benefits:

Competitive salary and bonus structure, comprehensive training program, and opportunities for career advancement.

Seniority level:
  • Entry-level
Employment type:
  • Full-time
Job function:
  • Sales and Business Development
Industries:
  • Insurance