Personal Lines

  • Negotiable
  • Full Time
  • Wexford
  • Posted 2 weeks ago

 

Key Responsibilities

  • At all times to follow good practice in ensuring the client’s best interests are served
  • Implement Company’s Compliance and office procedures including New Business Development and Renewal Procedures document, ensuring CPC compliant at all times.
  • Handling the Personal Lines post/ Stamp/reference/scanning/allocating to Executive
  • Setting up Finance from Renewals/New Business Team in line with documented procedures and guidance
  • Working on Team Diary – Chasing New Business documents/Renewal Transfer Documents to ensure efficient diary management by continually updating any changes/amendments to policies on the OGI system ensuring notes are always current
  • Processing Mid Term Adjustments for clients in an efficient and timely manner
  • Re-broking renewals and contacting clients within the required timeframe ensuring a proactive case management with a view to obtaining team objectives
  • Daily allocation of Aged Debt/Accounts Queries/ Diaries by ensuring all premiums are collected in a timely manner and liaise with Finance Department where required
  • Follow up on pipeline activity and quoting New Business from website/phone/renewal lists to ensure all business opportunities are explored and followed through with a view to obtaining team objectives
  • Working with the Commercial team to ensure service existing clients and to source New Business
  • Ensuring knowledge is up-to-date with market practice and product availability, giving feedback to Management in relation to market issues, including pricing, service levels and product development
  • Establish and maintain relationships with key personnel in Insurer offices
  • Inspire client loyalty through efficient and friendly service delivery
  • Assist in technology good practice
  • Adhere to Health & Safety policy

 

Qualifications and experience

  • Minimum of 2 years experience
  • Sound technical product knowledge and knowledge of the general insurance market
  • Excellent IT skills (Knowledge of Open GI advantageous)
  • APA Personal Lines or CIP qualified (or currently pursuing) with proof of up-to-date CPD or grandfathered in Personal Lines.
  • Flair for sales, business development in approach with proven track record

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Stephen Bent

Stephen Bent

  • Insurance Division Manager
  • stephen.bent@edenrecruitment.ie