Personal Lines Advisor

Wright Insurance Brokers currently have a requirement for a Personal Lines Advisor, to be based in our Carlow office. Responsibilities: At all times to follow good practice in ensuring the client’s best interests are served. Implement Company’s Compliance and office procedures ensuring CPC compliance 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 Skills: Minimum of 3 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 Wright Group Brokers Ltd t/a Wright Insurance Brokers, Wrightcover is regulated by the Central Bank of Ireland.

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