Personal Lines Account Handler

Posted 19 February 2024
Job type Permanent
Discipline Financial Services
Contact NameRena Weld

Job description

What you need to know
We are currently seeking a Personal Lines Account Handler for our client, in the insurance industry, based in Waterford City.

In this position, you will be responsible for a portfolio of customers to retain existing business and generate new business across motor and home areas.

This is a permanent position with a competitive salary and company benefits. The role is fully office-based for the first 6 months and then will allow one day per week working from home.  
The working hours for this position are 8.45 am – 5 pm.
The company has a number of branches across Ireland and is part of a group with locations across the US, Canada, and the UK.
There are good opportunities for progression and there may be opportunities to work in different locations after a number of years’ service.

Your new job
Key duties and responsibilities:
  • Providing day-to-day support and servicing to clients on their insurance needs.
  • Tasks include issuing renewals including market comparisons, finalising insurance placements, and updating policy schedules.
  • Issuing competitive and tailored insurance quotations to new and existing customers, for personal cars, vans, and homes.
  • Ensuring all documentation is in place and payment is processed for each customer and transaction.
  • Handling ad-hoc client requests as they arise including queries on their policies, applying mid-term adjustments, claims reporting, etc.
  • Conducting market research as required.
  • Staying up to date on insurer products and rates as well as competitor activity in the market.
  • Maintaining good file management and documentation to ensure compliance with all legal requirements, Central Bank codes and company procedures and business ethics.

What are we looking for?
  • Previous experience working in general insurance broking or in an insurance company.
  • APA or CIP qualifications.
  • Excellent customer service skills.
  • Strong verbal and written communication skills.
  • Analytical and problem-solving skills.
  • Ability to work in a fast-paced, dynamic environment.
  • Excellent organisation skills with strong attention to detail.
  • Ability to work as part of a team and on own initiative.
  • Strong IT skills with previous experience on Relay advantageous.

By applying, you are giving consent for Matrix Recruitment to contact you about this job. We collect your data for recruitment purposes only and will retain it for the duration required as outlined in our privacy policy. All CVs are kept confidential and will not be submitted to any clients without your knowledge and consent.
Please note that due to the expected high volume of applications we can only reply to applicants suitable for the position. In the interest of protecting your data and informing you of your rights we will notify you should we retain your information by issuing an acknowledgement email and a request for consent where not already expressly given.