Retention Specialist

Gallagher; Munster; On-site; EUR 80,000 - 100,000; Full time

Job summary

A leading insurance brokerage in Ireland is seeking a Retention Specialist to enhance client satisfaction and manage policy renewals. The role requires an APA qualification and experience in customer service or sales within personal lines insurance. You will actively engage with clients ensuring their needs are met and help in cross-selling additional services. Join a dynamic team dedicated to exceptional client service and professional growth.

Benefits

Annual leave of 23 days plus 3 volunteer days

Defined contribution pension scheme

Life Insurance (4x basic salary)

Income Protection (up to 75% income)

Qualifications

• Proven experience in customer service, sales, or retention roles.
• Strong understanding of personal lines insurance products.
• Ability to build rapport and trust with clients.

Responsibilities

• Proactively contact existing clients about policy renewals.
• Manage the renewal process for personal lines policies.
• Build and maintain strong relationships with clients.

Skills

Customer service experience

Sales experience

Interpersonal skills

Problem-solving skills

Education

APA qualification

Tools

CRM systems

Microsoft Office Suite

Job description

Welcome to Gallagher – a global leader in insurance, risk management, and consulting services. With a growing team of more than 52,000 professionals worldwide, we empower businesses, communities, and individuals to thrive. At Gallagher, you can build a career whether it’s with our brokerage division, our benefits and HR consulting division, or our corporate team. Experience The Gallagher Way, a culture fueled by shared values and a collective passion for excellence. Join one of our dynamic teams, where you'll play a pivotal role in shaping Gallagher's future and unlocking unparalleled opportunities for both clients and yourself.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Overview

Gallagher Ireland are part of the Arthur J Gallagher Group, one of the largest insurance brokerages in the world. We are now seeking to add a Retention Specialist to our team, based in our Dublin or Wexford office. This is a full-time, permanent position.

Gallagher’s team in Ireland have over 100 years of combined insurance experience, we offer business, personal, and financial insurance solutions, protecting what matters most, to the people who matter to us – our customers.

We do our utmost to provide the very best in customer service, niche insurance solutions, and expert advice. Founded by Arthur J. Gallagher in Chicago in 1927, Gallagher has grown to be one of the leading insurance brokerages, risk management, and human capital consultant companies in the world. With significant reach internationally, our organisation employs over 43,000 people and our global network provides services in more than 130 countries.

How you\'ll make an impact

• Proactively contact existing clients to discuss policy renewals, ensuring continued coverage and customer satisfaction
• Proactively engage with clients to understand their needs, address concerns, and provide tailored insurance solutions.
• Manage the renewal process for personal lines policies, ensuring timely and accurate processing while identifying opportunities for policy enhancements.
• Build and maintain strong relationships with clients, acting as a trusted advisor and point of contact for all insurance-related inquiries.
• Address and resolve client issues and complaints promptly and effectively, ensuring a positive client experience.
• Identify and pursue opportunities to cross-sell additional insurance products and services that align with client needs.
• Stay informed about industry trends, competitor offerings, and market conditions to provide clients with relevant and competitive insurance solutions.
• Maintain accurate and up-to-date client records, prepare reports on retention activities, and provide insights to management on retention performance.

About you

• Minimum of APA qualification
• Proven experience in customer service, sales, or retention roles, ideally within personal lines insurance
• Strong understanding of personal lines insurance products and services
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients
• Strong problem-solving skills with an ability to address client concerns effectively
• Completion of the appropriate annual CPOD requirement and Maintain Minimum Competency Code
• Proficiency with CRM systems and Microsoft Office Suite.

Rewards and Compensation

• On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get. Depending on your job level, these benefits may improve:
• Minimum of 23 days’ annual leave (FTE, pro-rated for part-time colleagues), plus an additional 3 days’ leave for Volunteering
• A defined contribution pension scheme, which Gallagher will also contribute to
• Life Insurance – we’ll pay 4x your basic annual salary
• Income Protection – we’ll cover up to 75% of your annual income
• Family Friendly Policies