by Nycola Hillis | Jan 6, 2025
Client Accounts Administrator
Role Purpose
This role will be responsible for providing best in class customer service to the broad range of client account holders to include efficient responses to all queries.
Responsibilities:
- Provide excellent customer service to all clients, managing a large volume of queries and issues online, in person and via phone, in confidence at all times.
- Distribution of funds monthly.
- Processing cash and journal receipts to accounts daily.
- Payment of Third-Party Invoice on behalf of Clients via Banking online.
- Assisting the team during the development of the Administration System.
- Updating client account records and general account administration.
- Conduct credit control processes on overdue accounts & assist in quarterly output of Forfeit List.
- Assist in processing the non-payers levy and consulting with the industry services department.
- Consulting with other Industry related Bodies.
- Undertaking and completing various reconciliations including Bank Reconciliations as required.
- Weekly Audit of all Journals.
- Various Reconciliations to include Bank & Holding Accounts.
- Other duties and ad hoc project involvement as required.
Skills and Experience
- Excellent interpersonal, communication skills and customer service skills and the ability to build good working relationships.
- Excellent phone manner with good written communication skills
- Proven experience of maintaining confidentiality
- Proficiency in Microsoft Office, particularly Excel
- Ability to adapt to learning new systems and processes.
- Previous experience in a busy office environment
- Experience in working to tight deadlines.
- Excellent organisational skills and ability to manage deadlines.
Key Capabilities:
Customer Focus
- Gets to know our internal customers.
- Always interacts professionally with employees and adapts own manner to suit individual needs.
- Takes pride in delivering a high-quality Finance service and is knowledgeable about each people process.
- Resolves queries at point of contact or escalates accordingly.
Energy & Pace
- Approaches every activity with a desire for success and a ‘can do’ attitude.
- Understands own goals and objectives and how these impact wider department objectives, prioritising activities and taking accountability for completion.
- Displays an understanding of the importance of deadlines and an ability to meet same, striving to surpass expectations while maintaining high standards for attention to detail and adhering to company procedures.
Innovation & Change
- Brings potential solutions rather than problems to manager/colleagues.
- Considers all activities to be worthy of review for effectiveness and efficiency of process.
- Adjusts positively to changing tasks or new responsibilities when needed and is comfortable with new technologies.
Leadership
- Focuses on individual accountability in role and takes responsibility for the successful completion of own tasks.
- Shows initiative and energy to get things done.
- Is creative in approach and can think creatively in terms of problem solving.
Team
- Builds relationships with team members and stakeholders.
- Shares knowledge with others and is open to learning from other colleagues.
- Illustrates willingness to help others and is approachable.
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
by Terence O'Hara | Jan 6, 2025
Quality Analyst Motor Claims Handler
Position: Motor Claims Handler
Location: Dublin 18
Salary: Up to €65,000, depending on experience
Reporting to: Claims Team Leader / Claims Manager
Certification: CIP Qualified
Job Overview
The Motor Claims Handler will manage and process motor insurance claims to ensure a fair and efficient service for policyholders, controlling claims costs and maintaining quality standards. The role involves comprehensive claims investigation, assessment, and settlement, as well as overseeing quality control within the motor claims handling team. The Motor Claims Handler will work closely with customers, repair shops, and third parties to manage claims accurately and ensure that team standards align with company policies and industry regulations.
Key Responsibilities
- Claims Assessment & Processing
- Manage motor claims from initial notification to final settlement.
- Gather required information, including incident details, photos, and police reports, to assess claims accurately.
- Investigate liability, validate claims, and confirm coverage in line with policy terms and conditions.
- Customer Service & Communication
- Act as the primary contact for claimants, providing clear information about the claims process, timelines, and potential outcomes.
- Maintain high standards of customer service, addressing all inquiries professionally and empathetically.
- Provide regular updates on claim status, responding promptly to questions or concerns.
- Collaboration with Third Parties
- Coordinate with external partners, such as repair shops, legal representatives, medical experts, and loss adjusters.
- Negotiate settlements with third-party insurers where applicable.
- Work with law enforcement and regulatory bodies to assist in fraud prevention.
- Claims Investigation & Fraud Prevention
- Conduct thorough investigations to detect potential fraudulent claims.
- Utilize resources and tools to assess the legitimacy of claims, escalating suspicious cases when necessary.
- Work closely with the fraud investigation team to ensure effective fraud prevention and detection.
- Quality Analysis & Team Support
- Monitor and evaluate the quality of work across the motor claims handling team, ensuring adherence to company standards and regulatory requirements.
- Identify and analyse quality issues or recurring errors, providing feedback and support to improve team performance.
- Develop and implement quality control measures, conducting regular audits and reviews to ensure consistency and accuracy in claims handling.
- Resolution & Settlement of Claims
- Evaluate and negotiate settlements based on policy terms, conditions, and current market value.
- Ensure accurate and fair settlements in line with company guidelines and industry best practices.
- Approve payments and finalize settlements, ensuring claims are resolved within set timeframes and budgets.
- Documentation & Reporting
- Maintain accurate, detailed records for each claim in compliance with company and regulatory standards.
- Prepare reports for management on claim trends, quality metrics, and improvement areas.
- Contribute to team meetings, sharing insights to support continuous improvement in claims handling and quality management.
Key Skills and Competencies
- Customer Service: Commitment to delivering empathetic, responsive support to customers.
- Analytical Skills: Strong analytical abilities for accurate claims assessments, fraud detection, and quality monitoring.
- Quality Control: Experience in quality analysis, with a keen eye for detail and standards compliance.
- Communication Skills: Professional communicator capable of conveying complex claims and quality feedback clearly.
- Negotiation Skills: Skilled negotiator for fair settlements and minimizing disputes.
- Problem-Solving: Strong problem-solving skills, especially in handling complex claims and quality challenges.
- Time Management: Proficiency in managing a high volume of claims efficiently.
- Teamwork: Collaborative approach, with the ability to support and guide team members to uphold quality standards.
Qualifications and Experience
- Education: Degree or diploma in insurance, business, law, or related field is preferred.
- Certification: Must be CIP Qualified (Certified Insurance Practitioner).
- Experience: Minimum of 1-3 years in a claims handling role, ideally within motor insurance, with experience in quality management a plus.
- Software Proficiency: Familiarity with claims management software (e.g., Guidewire, Claims Centre) and Microsoft Office Suite.
Additional Requirements
- Knowledge of Irish Insurance Legislation: Familiarity with the Consumer Protection Code and other regulatory frameworks.
by Terence O'Hara | Dec 24, 2024
Are you a highly motivated and experienced insurance professional looking to take the next step in your career? Join our dynamic team as a Commercial Account Executive and make a real impact in a growing and supportive environment.
An excellent new opportunity has arisen for a Commercial Account Executive to join a leading insurance company based in Leitrim. This role offers a hybrid working model after probation, a competitive salary of up to €40,000, an outstanding benefits package, and study support to help you excel and grow in your career within the insurance industry.
What The 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 Commercial Account Executive:
- CIP Qualification or working towards it.
- 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 €40,000 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.
by Terence O'Hara | Dec 24, 2024
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