by Terence O'Hara | Jan 16, 2025
An excellent new opportunity has just opened up for a Life & Pensions Administrator for a growing insurance broker based in Dundrum, D.16. This is a hybrid role with parking on site. There is a salary range of €35,000 – €45,000 with bonus, pension, and other great benefits available.
What the Life & Pensions Administrator will do:
- The Life & Pensions Administrator will administer and manage a portfolio of corporate client Executive and Small Self-Administered Schemes (Defined Contribution Only).
- Provide a high standard of administrative support to the management team on life and pension products.
- Prepare client meeting documentation to support Consultants, Line Manager and Director on a daily basis.
- Attend meetings in a support role to the consultants and provide support to Line Manager and Director on a daily basis.
- The Life & Pensions Administrator manage the processing of new business applications in Pension, Investments and Life assurance and deal directly with the life companies to ensure these are processed in an accurate and timely manner.
- Communicate with clients over phone and email keeping them updated on the progress of their applications.
- The Life & Pensions Administrator will work with the Pensions and Compliance Manager to ensure all investment related information provided to clients is accurate and up to date.
- Work on ad-hoc business development projects as required
- Fulfil all compliance obligations on new business cases (e.g. preparation of client recommendations and associated compliance paperwork in line with Central Bank requirements).
The skills and Qualifications required for the Life & Pensions Administrator.
- QFA (essential) or close to completing, RPA (desirable), AIIPM (desirable)
- two to five years’ experience (at least 18 months working in brokerage)
- Willingness to develop technical knowledge and skills and desire to undertake appropriate study
by Terence O'Hara | Jan 13, 2025
Excellent new opportunity for an Insurance Customer Service Advisor to join a growing insurance business in Galway City. The position is permanent office-based role and has a salary of up to €32,000 with excellent benefits on offer.
Tasks and Responsibilities for the Insurance Customer Service Advisor:
- Tasked with fostering new business growth across diverse personal insurance categories: motor, home, farm, van, health, and marine.
- Efficiently manage policy queries and adjustments to meet clients’ evolving needs.
- Play an essential role in ensuring client retention throughout the annual renewal cycle.
- Handle day-to-day administrative tasks associated with personal lines policies.
- Proactively spot cross-selling opportunities by understanding clients’ insurance needs.
- Ensure exceptional client experiences, whether face-to-face or over the phone.
- Collaborate effectively and demonstrate flexibility to support team objectives.
- Ensure mandatory compliance with regulatory standards such as CBI, CPC, GDPR, and internal policies.
Experience and Qualifications for the Insurance Customer Service Advisor:
- Experience and knowledge in a personal insurance environment.
- APA/CIP qualification or working towards.
by Terence O'Hara | Jan 13, 2025
New opportunity for an experience Insurance Commercial Account Handler to join a busy close-knit team based in Galway City. This is a permanent hybrid role with a salary of up to €50,000 available.
Tasks and Responsibilities for the Insurance Commercial Account Handler
- Responsibility for the handling of a range of commercial business clients, handling renewals, queries, cover instructions, mid-term amendments, claims etc. with an emphasis on, but not limited to, the retention of existing business. Policy types will include Commercial Combined, Combined Liability, Motor Fleet, Shops and Offices, Property Owners, Directors and Officers, Cyber and Professional Indemnity.
- Working closely with clients, insurers and colleagues, carefully managing and maintaining information / documentation for prospects and clients.
- Establish and maintain relationships with key insurance contacts
- Timely reporting of relevant information
- Adherence to compliance standards and relevant codes as appropriate (such as Consumer Protection Code 2012)
- Actively participate in team meetings
Qualifications and experience for the Insurance Commercial Account Handler
- Experience & knowledge in a commercial insurance broking or direct insurer environment is required.
- APA / CIP qualification (commercial lines) is required as minimum and subject to Fitness and Probity Standards
- A customer focused team player, committed to providing an excellent service and retaining clients through developing and cementing long term relationships
- Strong interpersonal skills essential
by Terence O'Hara | Jan 6, 2025
New opportunity for a Personal Lines Insurance Executive to join a well-known insurance brand in Dublin 18. This is a permanent position with a salary of €34,000 on offer with an excellent commission structure in place for additional earnings. There are also excellent opportunities for growth and development with great benefits available also.
The Job:
Sales and Activity Management:
- Work with team manager on call flows and volumes of calls.
- Dealing with web and queries from clients and close out sales across a suite of products.
- Coach customers through the sales process, providing benefits and covers
- Outbound to potential customers to advise of products and covers available and close out sale.
- Work on specific campaigns with the team manager on driving additional sales
- Customer Relationship Management:
- Build effective working relationships with all customers by establishing trust, anticipating needs, sharing information and meeting commitments
- Deal with any issues that customers may have with queries, quotes etc.
Customer Service:
- Portray a professional image to meet or exceed customer service standards
- Take personal responsibility for delivering the highest level of accuracy and quality in your work
- Deal with requests and enquiries from customers, staff and management in a professional and timely manner
Team Collaboration:
- Working as part of a team environment to ensure all customer needs are met
- Working together to ensure the team is on track to meet monthly and yearly targets Compliance:
- Work with the team manager and compliance teams in ensuring that quality of file records meets prescribed standards
Requirements:
- Preferable to have a strong sales or customer service background
- At least 1 years relevant Insurance experience
- Compliant with the Central Bank Minimum Competency Requirements – APA (Personal General Insurance) as a minimum requirement with a willingness to progress to further educational qualifications as required.
- An enthusiastic and flexible approach
- The ability to work in a fast paced, constantly evolving environment.
- Strong IT skills. Relay/Applied knowledge an advantage
Person Specification:
- Possess a can-do attitude and be open to rapid and evolving changes as our digital journey progresses.
- The ability to prioritize workloads and adapt to unforeseen events
- A good degree of personal organization and a structured approach to time and resource management
- Commitment to their own professional development
- Sales Driven, enjoys fast paced sales activity.
- Customer focused, working always with the customer first approach in line with the companies culture
- Demonstrate strong Product & Technical Knowledge with willingness to become a product expert
