Insurance Advisor

FBD; Ireland; On-site; EUR 30,000 - 45,000; Full time

Job summary

A leading insurance provider in Ireland is seeking an Insurance Advisor to provide excellent customer service and drive sales. This role focuses on delivering a high standard of service to new and existing customers, achieving business retention targets, and optimizing growth opportunities through effective cross-selling. Ideal candidates should have strong communication and organizational skills, proficiency in MS Office, and a relevant educational background. This position offers a supportive work environment emphasizing diversity and inclusion.

Responsibilities

• Deliver high standard of customer service to both new and existing customers.
• Achieve targets for new business and retention through effective selling skills.
• Efficiently execute policy amendments while meeting customer expectations.
• Maximize business growth opportunities through cross-selling.
• Handle a volume of customer calls efficiently to meet objectives.
• Collaborate with team to meet overall targets.
• Comply with all company systems and procedures.
• Maintain up-to-date knowledge of the company's product range.
• Carry out additional duties as required by management.

Skills

Customer focused

Excellent communication skills

Organizational skills

Previous sales experience

Proficient in MS Office Suite

Education

Leaving Certificate or equivalent

Relevant third-level qualification

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

Working closely with and reporting to a Team Leader and Support Manager, you will be results focused and your key responsibilities will include:

• 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.

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 oriented.
• 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. Our approach: we are proud of collaboration, respect, and shared success at every stage of your career.