Insurance Advisor

FBD Insurance; Mullingar; On-site; EUR 32,000 - 46,000; Full time

Job summary

FBD Insurance in Mullingar is seeking an Insurance Advisor to deliver excellent customer service while helping to grow sales and retain business.

Key duties include handling policy amendments, cross-selling opportunities, and maintaining up‑to‑date knowledge of Personal Lines and Commercial products. Qualifications include Leaving Certificate or equivalent, strong communication and organisational skills, MS Office proficiency, and prior sales or customer service experience.

Qualifications

• Leaving Certificate or equivalent educational background.
• Strong communication and organisational abilities are essential.
• Proficiency with MS Office is required.
• Prior sales or customer service experience is advantageous.

Responsibilities

• Provision of a high standard of service to existing and new customers to meet the required level and FBD’s customer care ethos.
• Delivery on agreed targets for new business and retention through selling and retention skills.
• Execution of policy amendments efficiently to meet customer expectations.
• Optimise cross selling opportunities to generate referrals and growth across channels.
• Handle a high volume of calls effectively, meeting call answering objectives.
• Collaborate with team colleagues to achieve overall targets.
• Ensure all systems and procedures are followed as laid down by the company.
• Maintain up-to-date knowledge of Personal Lines and Commercial product ranges and compliance requirements; complete relevant industry qualifications.
• Carry out duties as management may require.

Skills

Customer focus

Communication skills

Organisational skills

Sales experience

Proactive attitude

MS Office

Education

Leaving Certificate or equivalent

Tools

MS Office

Job description

Job Overview

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 lady 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.

Competencies

• Customer focused
• 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

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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.