Personal Lines Customer Service Executive – Waterford

September Consulting Ltd; Munster; On-site; EUR 30,000 - 40,000; Full time

Job summary

A leading insurance consulting firm is seeking a Personal Lines Customer Service Executive to join their Waterford office. The role involves providing top-tier customer service, overcoming objections, and processing renewals. Candidates must have a minimum of 2 years of experience in customer service or sales and hold an APA or CIP qualification. Strong communication skills and proficiency in Microsoft Office are essential. This is a permanent position offering an opportunity to contribute to a well-established team.

Qualifications

• Minimum 2 years of customer service experience in a similar role.
• Strong communication and interpersonal skills required.
• Excellent organizational and time-management abilities.

Responsibilities

• Provide excellent customer service to clients.
• Overcome objections and close sales.
• Process renewals and mid-term adjustments.

Skills

Communication skills

Interpersonal skills

Organizational skills

Time-management abilities

Proficiency in Microsoft Office

Education

APA or CIP qualification

CPD in line with Minimum Competency requirements

Job description

Personal Lines Customer Service Executive – Waterford

Location: Waterford

Type: Permanent

Category: DOE

This insurance company is one of the largest insurance brokers in Ireland. They are committed to providing their clients with the highest level of customer service in the industry. They focus on finding solutions for their customers’ insurance needs, including home, travel, car insurance, commercial packages, and life and pension products.

We are currently seeking a Customer Service Executive to join our team in Waterford office. The successful candidate will be responsible for providing excellent customer service to our clients and ensuring their needs are met.

Responsibilities:

• Overcoming objections, closing sales.
• Chasing leads provided by the marketing team.
• Updating customer information in line with GDPR guidelines and Compliance.
• Setting up client accounts and ensuring relevant customer documentation is accurate.
• Processing renewals & Mid-term adjustments.
• Answering incoming sales & customer service calls.
• Capturing vital contact information for customers, home address, date of birth, email address, contact numbers.
• Noticing changes in customer details and updating the system accordingly.
• Reporting rate increases to team leader/manager monthly and customer feed‑back.

Requirements:

• APA or CIP qualified.
• CPD in line with Minimum Competency requirements.
• A minimum of 2 years sales or customer service experience in a similar role required. Strong communication and interpersonal skills.
• Excellent organizational and time‑management abilities.
• Ability to work well in a team environment.
• Proficient in Microsoft Office applications.

If you are interested to hear more about this position and to discuss your suitability please reach out to Lorna in confidence on 015225354 or email your CV to [e-mail]. Your CV will not be sent to any third party without your consent.

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