Personal Lines Advisor Role
6 days ago
September Consulting Ltd Overview
We are a trusted industry leader, committed to delivering top-tier service and building lasting relationships with our clients. Our team is passionate about providing expert advice and guidance to help individuals achieve their financial goals.
Job Summary
We are seeking an experienced Personal Lines Insurance Advisor to join our team in Dublin North. As a key member of our team, you will be responsible for managing client portfolios, providing expert advice on personal insurance products, and ensuring exceptional client experiences.
Responsibilities
- Manage client portfolios and provide expert advice on personal insurance products.
- Handle renewals, follow-ups, and ensure policy retention.
- Provide quotations for motor, home, marine, and travel insurance; manage mid-term adjustments and claims.
- Meet renewal and new business goals while identifying cross-selling opportunities.
- Build and nurture strong client relationships while managing your portfolio with care and professionalism.
- Adhere to industry regulations and company policies.
Requirements
- Experience in Personal Lines insurance is essential.
- APA Personal or CIP qualifications are highly valued.
- Excellent organisational, problem-solving, and communication skills are required.
- Familiarity with Relay software is a plus.
What We Offer
- A hybrid role with flexible hours.
- Free on-site parking.
- Access to a company pension plan.
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