Insurance Advisor

Insurance Advisor

Insurance Advisor

Are you a highly motivated and experienced insurance professional looking to take the next step in your career? Join our dynamic team as a Senior Commercial Account Executive and make a real impact in a growing and supportive environment.

An excellent new opportunity has arisen for a Senior Commercial Account Executive to join a leading insurance company based in Dublin West. This role offers a hybrid working model after probation, a competitive salary of up to €55,000 DOE, an outstanding benefits package, and study support to help you excel and grow in your career as a Senior Commercial Account Executive within the insurance industry.

What The Senior Commercial Account Executive Will Do:

  • Manage Commercial New Business, Renewals, and MTA (Mid-Term Adjustments).
  • Build and maintain strong relationships with clients and insurers.
  • Handle day-to-day queries with professionalism and efficiency.
  • Identify opportunities for cross-selling and upselling to enhance revenue.
  • Ensure compliance with industry regulations and company standards.

What We Require from The Senior Commercial Account Executive:

  • CIP Qualification or working towards.
  • Proven experience in managing Commercial Insurance accounts, including new business, renewals, and MTAs.
  • Proficiency in Relay Software.
  • Strong attention to detail and ability to meet deadlines in a fast-paced environment.
  • Excellent communication and negotiation skills.

What We Offer:

  • Competitive Salary: Up to €55,000 with potential to earn more through commission.
  • Hybrid Work Model: Flexible working available after probation.
  • Career Development: Access to study support to advance your qualifications.
  • Benefits: Excellent package including 25 Days Annual Leave, Pension, Income Protection, Death in Service among other perks

Quantity Surveyor

Quantity Surveyor

A new opportunity for a Quantity Surveyor to join a growing construction company based in Dublin West. The salary available is up to €90,000 DOE. This is a permanent role with excellent benefits on offer.

Position: Quantity Surveyor

Location: Various locations across Leinster

Reporting to: MD/ Commercial Manager

Job Overview

The Quantity Surveyor is responsible for managing all aspects of the financial and contractual side of construction projects. This role requires detailed cost planning, effective management of budgets, and ensuring accurate project valuations to control costs. The position involves working closely with other professionals, such as engineers, architects, and contractors, to manage financial risks and optimize cost efficiency on projects.

Key Responsibilities

  1. Cost Management & Estimation
    • Prepare detailed cost plans, estimates, and budgets for projects.
    • Develop cost projections and analysis for various stages of the project lifecycle.
    • Evaluate project cost feasibility, monitor expenditure, and advise on budgetary adjustments.
  2. Contract Management
    • Draft, negotiate, and finalize contracts and agreements with clients, suppliers, and subcontractors.
    • Manage contract claims, variations, and payment applications, ensuring compliance with relevant contractual obligations.
    • Assist in managing procurement strategies and recommend suitable suppliers or subcontractors.
  3. Project Valuation & Payment
    • Conduct project valuations, progress assessments, and interim payments to contractors.
    • Prepare and submit payment applications to clients and manage the settlement of final accounts.
    • Ensure timely and accurate invoicing and certification of completed work.
  4. Cost Control & Risk Management
    • Monitor project expenditures, flagging any discrepancies or potential cost overruns.
    • Perform cost-benefit analysis and advise on value engineering initiatives to optimize financial outcomes.
    • Identify and manage financial risks, implementing mitigation strategies to safeguard project budget and profitability.
  5. Documentation & Reporting
    • Maintain accurate and up-to-date project documentation, including financial records, reports, and cost breakdowns.
    • Prepare regular cost reports for management, providing insights on budget status, cost variances, and forecasted financial performance.
    • Collaborate with project teams to ensure alignment of financial targets with project deliverables.

Key Skills and Competencies

  • Technical Knowledge: Strong understanding of construction processes, building regulations, and procurement practices.
  • Analytical Skills: Excellent numerical and analytical abilities to perform accurate cost assessments and project valuations.
  • Negotiation Skills: Proficient in negotiation and able to manage commercial discussions with clients, suppliers, and subcontractors.
  • Attention to Detail: Meticulous with numbers and documentation to ensure accuracy in cost planning, budgeting, and reporting.
  • Communication: Clear and concise communicator with the ability to convey complex financial information to non-financial stakeholders.
  • Problem-Solving: Strong problem-solving skills, with the ability to proactively identify and address financial issues as they arise.
  • Project Management: Solid project management skills, with the ability to prioritize tasks and manage time effectively in a fast-paced environment.

Qualifications and Experience

  • Education: Degree in Quantity Surveying, Construction Management, or a related discipline.
  • Professional Accreditation: Chartered status with the Society of Chartered Surveyors Ireland (SCSI) or Royal Institution of Chartered Surveyors (RICS) is preferred.
  • Experience: Minimum 3-5 years of relevant experience in quantity surveying, ideally within the Irish construction sector.
  • Software Proficiency: Familiarity with quantity surveying software, such as CostX, BuildSoft, or similar, and proficiency in Microsoft Office Suite (Excel, Word, Project).

Additional Requirements

  • Full Driver’s License: Due to travel requirements to project sites across Ireland.
  • Knowledge of Irish Construction Legislation: Understanding of local construction laws and regulations.

Benefits

  • Competitive salary and performance-based bonuses
  • Opportunity for career progression and continuous professional development
  • Health insurance, pension contributions, and other benefits

Work Environment

This role may require a mix of office-based work and on-site project visits across Ireland. Flexibility and willingness to travel are essential for ensuring projects are managed effectively.

Life and Pensions Administrator

Life and Pensions Administrator

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 – €40,000 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

Insurance Advisor

Insurance Advisor

Insurance Advisor

An opening on the Personal Lines has just become available for an Insurance Advisor with a well-known insurance broker in Swords, Dublin. The Insurance advisor will be a permanent member of the team with a salary of up to €40,000 DOE. This is a hybrid role with flexible working available also and parking on site. The company also provides a pension and other great benefits.

As a Personal Lines Insurance Advisor, you will manage a portfolio of clients, providing expert guidance on renewals, adjustments, claims, and new business. This dynamic role offers the chance to deliver exceptional service in a fast-paced environment.

What the Insurance Advisor will do:

  • Client Retention: Prepare and issue renewal documents, following up to secure policy renewals for the Personal Lines
  • Sales & Service: Offer quotes for motor, home, marine, and travel insurance, manage policy changes, and oversee timely premium collection.
  • Target Fulfilment: Achieve goals for renewals and new business while identifying opportunities to cross-sell additional products.
  • Portfolio Oversight: Manage your client portfolio with a focus on providing exceptional service and fostering strong relationships.
  • Regulatory Compliance: Ensure all activities align with Central Bank regulations and company policies.

The skills and Qualifications of the Insurance Advisor

  • Minimum 2 years’ experience in Personal Lines insurance.
  • Strong knowledge of the Personal Lines market.
  • Superior organisational and problem-solving skills with keen attention to detail.
  • APA Personal, CIP, or Grandfathered and fully CPD compliant.
  • Proficiency in Relay is a distinct advantage.
  • Excellent communication skills and a client-centric approach.
  • Ability to work both independently and as part of a team.

Mortgage Advisor

Mortgage Advisor

An excellent opportunity for an experienced Mortgage Advisor to join a growing insurance broker in Dundrum. The salary is €45,000 to €50,000 DOE with an opportunity to make up to €20,000 in bonus and commission. This is a hybrid role with parking on site and great benefits including a company pension.

What the Mortgage Advisor will do.

  • The Mortgage Advisor will handle inbound and outbound mortgage enquiries, new and existing clients.
  • Provide strategic advice on a range of mortgage finance and insurance products.
  • Conduct credit assessments and develop financial plans for mortgage applications. Manage mortgage applications end-to-end, from initial client engagement through to completion.
  • Deliver excellent customer service and manage client queries effectively.
  • Achieve and exceed individual and team targets on a daily, weekly, and monthly basis.
  • Promote the wider services of the business to existing and new clients.
  • Maintain accurate customer records within the CRM system.
  • Build and maintain a professional network, developing strong relationships with key business introducers.
  • The Mortgage Advisor will stay updated on market trends, industry developments, and competitor offerings.
  • Maintain up-to-date knowledge of residential lender policies and credit standards in the market.
  • Attend industry conferences, seminars, and training sessions as required.
  • Ensure timely and accurate documentation/client records in accordance with industry regulations and internal procedures.
  • Client invoicing and payment. Management of aged debtors.
  • Adherence to the Central Bank conduct standards and Consumer Protection Code guidelines – act with honesty and integrity, with due skill, care and diligence, and in the best interest of existing and prospective clients.

Experience and Qualification for the Mortgage Advisor.

  • Minimum of 3 years of experience in in financial services, with a proven track record in mortgage advisory or banking.
  • QFA professional qualification. CPD must be up to date.
  • Third level degree in finance, business administration, economics, or a related field preferable, but not essential.
  • Familiarity with CRM systems Credit Logic / Money Advice desirable, but not essential.