#10139 - Commercial Insurance Broker, €30k - €49k DOE, Commission, Dublin 8

A Commercial Insurance Broker is responsible for the renewal of general insurance products including, sales where appropriate, and providing superior customer service.

Principal Accountabilities

• Ensure the interests of clients and the integrity of the market is at the centre of the way you do business
• Identify the needs and objectives of the client and provide best advice based on information gathered and research conducted
• Treat clients fairly at all times
• Act in a compliant and ethical manner at all times
• Only process and share data for the purpose for which it was given
• Treat client data with the utmost respect and confidentiality
• At all times, adhere to regulatory and legislative rules, codes , guidelines and all updates including:
• Minimum Competency Code
• Consumer Protection Code
• Fitness and Probity Standards
• Data Protection Legislation
• Prudential Regulations
• Money Laundering and Financial Sanctions Legislation

Responsibilities

• Report directly to Unit Head and Business Insurance Administration Manager.
• Liaise with clients via phone, email and on a on a face to face basis.
• Handle all enquiries regarding existing Business Insurance and Personal Lines policies.
• Handle first notification of claims and ensure that these are handled efficiently by Insurers from notification to settlement stage.
• Identify non-standard or complex risks and escalate to your Unit Head/Specialist Agent to ensure they are handled appropriately.
• Ensure procedures as outlined in Business Insurance and Personal Lines procedural documents are fully complied with.
• Administration work should be to the highest standards at all times.
• Ensure providers are meeting Service Level Agreements.
• Handle complaints and errors as per the relevant procedures.
• Maintain product knowledge at all times.
• Make out bound calls to existing clients.
• Identify new sales potential by cross selling and obtaining leads.
• Provide constructive feedback to management.

Skills and Knowledge

• Time management
• Ability to prioritise
• Relevant knowledge of the market both locally and in the UK
• Excellent attention to detail
• Ability to work closely with colleagues at all levels
• Positively engage with other team members/ staff, insurers and clients at all times
• Complete the appropriate annual CPD requirement and maintain Minimum Competency Code

10139

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