Responsibilities
- Providing professional best advice and guidance to clients on the most suitable product to meet their Personal Insurance requirements.
- Handling new business enquiries for personal insurance and processing quotations.
- Evaluate client requirements and provide suitable cover solutions
- Deliver first class care and professional best advice to existing clients during and at renewal stage.
- Issuing and amending renewals.
- Handling Mid-Term Adjustments, queries and any administration duties that come with servicing clients insurance needs.
- Ensuring all compliance standards are met during all processes
Requirements
- Minimum of 1 year experience in personal insurance enquiries for new or existing customers in Ireland.
- Hold an Approved Product Adviser (APA) qualification in Personal General Insurance and/or have made progress towards achieving a CIP qualification.
