Insurance Solutions Expert

3 days ago

Dublin, Dublin City, Ireland beBeeCustomerCentric Full time €40,000 - €60,000

Job Overview:

The Private Client Team is a customer-centric team that delivers personalized insurance experiences.

Our clients are unique, ranging from emerging wealth individuals to global Ultra High Net Worth individuals.

We're always learning and sharing knowledge as we develop our concierge Private Client Service.

Responsibilities:

  • Participate in all Private Client functions.
  • Manage aged debt and premium collection.
  • Comply with management audit requirements.
  • Provide a concierge service and deliver an elevated customer experience.
  • Build effective relationships with clients by establishing trust, seeking to understand their needs, and providing expert advice.
  • Communicate professionally and timely with customers, staff, and management.
  • Work as part of a team environment to ensure customer needs are met.
  • Collaborate with other teams across the business to introduce new Private Clients while maintaining commercial client relationships.

Requirements:

  • Ability to work in a team environment.
  • Strong communication skills.
  • Positive attitude with adaptability to change.
  • Attention to detail.
  • Ability to manage deadlines and prioritize workload.
  • Good technical knowledge.
  • Ability to prioritize workloads and adapt to unforeseen events.
  • Personal organization and structured approach to time and resource management.

Person Specification:

  • Previous Open I & Relay experience.
  • Proficient in Office, including Outlook, Word, and Excel.
  • Friendly and courteous manner on the phone.
  • Ability to develop relationships with insurers and clients.
  • Willingness to learn and develop.
  • Strong work ethic.
  • At minimum APA (or working towards).

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