Personal Lines Client Services Advisor
Location: Swords, North Dublin
Salary: €40,000 - €45,000 plus benefits
Hybrid working model: 2 days remote
APA Qualified
About the role:
Our client, a leading insurance broker based in Swords, North Dublin, is currently seeking to recruit a Personal Lines Insurance Client Services Advisor to join their team on a permanent full time basis. This is a customer-facing role, ideal for someone passionate about building relationships and delivering tailored insurance solutions.
You will play a key role in ensuring clients receive the highest level of service and expert advice across multiple product lines. The ideal candidate will be confident, personable, and focused on delivering excellent service with every interaction. This is an exciting opportunity to work in a fast-paced environment where your skills and expertise will be highly valued.
Key Responsibilities
- Client Engagement: Engage with clients regarding their home and motor policy renewals, and/or any queries in relation to their policy. You will handle inbound and outbound calls with existing and prospective clients, focusing on home and motor policy renewals, mid-term adjustments, claim and general policy queries. You will proactively support policyholders throughout the sales journey.
- Sales & Servicing: Provide quotations for motor, home, marine, and travel insurance; advise on any mid-term alterations; handle claims queries and ensure timely premium payments.
- Target Achievement: Meet renewal and new business targets, while identifying cross-selling opportunities for other product lines.
- Portfolio Management: Take full responsibility for your portfolio, delivering exceptional service and building strong client relationships.
- Compliance: Adhere to Central Bank regulations and company policies at all times.
- Cooperation: Work closely with internal teams and insurers to deliver efficient, accurate outcomes for clients.
Skills & Qualities:
- Minimum 2 years’ experience in Personal Lines insurance (home/motor focused preferred).
- Strong knowledge of the Irish Personal Lines market.
- Excellent communication skills and a client-centric approach.
- APA Personal, CIP, or Grandfathered and fully CPD compliant.
- Proficiency in Relay/Applied Systems is a distinct advantage.
- Ability to work both independently and as part of a team.
- Well-organised with strong attention to detail and ability to manage deadlines.
