In partnership with our client Sedgwick, we are seeking a sales advisor for a Kildare based insurer.
The role:
Working closely with and reporting to the Branch Manager and Sales Development Co-Ordinator, you will be results-focused and your key responsibilities will include:
1. Being proactive in achieving individual sales targets including prospecting, up selling, and cross selling of Personal Lines/Commercial/Agri business.
2. Dealing with customer queries and referring unresolved/technical queries to the relevant personnel.
3. Ensuring all systems and procedures as laid down by the Company are complied with.
4. Accruing and maintaining comprehensive up-to-date knowledge and information of the Company’s commercial product range and compliance requirements and completing relevant industry qualifications and CPD hours as appropriate.
5. Providing relief to other Sales Offices in the region, as required.
6. Developing mutually beneficial working relationships and working closely with the local Life and Pension Financial Advisor, to continuously enhance the overall Group service delivery to customers.
7. Participating in account management initiatives for Commercial and Agri business.
8. Partaking in ongoing renewal follow ups/revisions; identifying sales opportunities, cover/rate improvements, as appropriate.
9. Assisting customers at the initial notification of claims stage, in line with company procedures.
10. Taking responsibility for individual outstanding debit/premium collections.
Job Responsibilities:
1. Providing dedicated support to the Sales Executive/Branch Manager, as directed.
2. Administration of Personal Lines/Commercial/Agri business as required.
3. Carrying out such duties as management may require from time to time.
Education:
1. Leaving Certificate or equivalent and/or a relevant third level qualification.
2. Qualified to Approved Product Advisor (APA), Approved Product Professional (APP), Certified Insurance Practitioner (CIP) or Grandfathered Accreditation from the Central Bank of Ireland.
3. Candidates with two out of three APA exams will be considered.
Experience:
1. Proficient in Microsoft Office Suite – Microsoft Word, Excel, Outlook.
2. Previous insurance/financial services experience would be advantageous.
3. Sales/customer service experience.
4. Proactive/energetic approach/positive outlook.
5. Customer focused.
6. Excellent communication and organisational skills.
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