Insurance Advisor

FBD Group; Ireland; On-site; EUR 25,000 - 42,000; Full time

Job summary

A leading insurance provider in Ireland is looking for an Insurance Advisor. In this role, you will deliver excellent customer service to both new and existing clients, achieve sales targets, and optimize cross-selling opportunities. The ideal candidate will have strong communication skills, previous sales or customer service experience, and proficiency in MS Office. Enjoy a positive workplace culture focused on diversity, equity, and inclusion.

Qualifications

• Leaving Certificate or equivalent and/or a relevant third level qualification.
• Excellent communication & organisational skills.
• Previous sales or customer service experience.
• Proactive, energetic approach and positive outlook.
• Proficient in MS Office Suite - MS Word, Excel, Powerpoint.

Responsibilities

• Provision of a high standard of service to customers.
• Delivery on agreed targets for new business and retention.
• Execution of policy amendments in an efficient manner.
• Optimising opportunities for cross selling, to generate referrals while engaging with customers to maximize the business growth opportunities within other channels/business units.
• Handling a requisite volume of calls efficiently ensuring that our call answering objectives are achieved for both the customer and organization.
• Working closely with team colleagues to collectively achieve overall targets set.
• Ensuring all systems and procedures as laid down by the Company are complied with.
• Accruing and maintaining comprehensive up to date knowledge and information of the Company’s Personal Lines and Commercial product range and compliance requirements.
• Carrying out such duties as management may require from time to time.

Skills

Excellent communication

Organisational skills

Proactive approach

Sales skills

Customer service experience

Education

Leaving Certificate or equivalent

Relevant third level qualification

Tools

MS Office Suite

Excel

PowerPoint

Job description

The primary function of the Insurance Advisor is to deliver excellent and efficient customer service that drives increased sales and business retention.

Job Responsibilities

• Provision of a high standard of service to our existing and new customers ensuring that the experience that they receive will be to the required level and in keeping with FBD’s customer care ethos
• Delivery on agreed targets for new business and retention through the use of selling and retention skills
• Execution of policy amendments in an efficient manner ensuring that all aspects of our service provision is meeting customer expectation
• Optimising opportunities for cross selling, to generate referrals while engaging with customers to maximize the business growth opportunities within other channels/business units
• Handling a requisite volume of calls efficiently ensuring that our call answering objectives are achieved for both the customer and organization
• Working closely with team colleagues to collectively achieve overall targets set
• Ensuring all systems and procedures as laid down by the Company are complied with
• Accruing and maintaining comprehensive up to date knowledge and information of the Company’s Personal Lines and Commercial product range and compliance requirements, and completing relevant industry qualifications as appropriate
• Carrying out such duties as management may require from time to time

Education

• Leaving Certificate or equivalent and/or a relevant third level qualification.
• Excellent communication & organisational skills
• Previous sales or customer service experience
• Proactive, energetic approach and positive outlook
• Proficient in MS Office Suite - MS Word, Excel, Powerpoint

MCC

• Develop and maintain customer relationships
• Ambitious
• Target driven & results orientated
• Problem solving
• Influencing and negotiation

This role sits within the pay grade A of the Commercial Department.

FBD is proud to be an Equal Opportunity Employer. We welcome applicants of all ages, genders, ethnicities, cultures, religions, languages, sexual orientations, abilities, disabilities, and social backgrounds.

We are dedicated to fostering a diverse, equitable, and inclusive workplace where everyone is encouraged to bring their whole, authentic self to work. Our approach to inclusion is embedded in our hiring practices, pay structures, leadership development, and workplace policies. At FBD, we believe that when our people feel valued and supported, they thrive, and so does our business. We are proud to foster a culture of collaboration, respect, and shared success at every stage of your career.