Senior Life and Pensions Administrator

by Terence O'Hara | Mar 21, 2025

An excellent new opportunity has just opened up for a Senior 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 €45,000 – €55,000 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

Personal Lines Insurance Executive

by Terence O'Hara | Mar 18, 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

Senior Life and Pensions Administrator

by Terence O'Hara | Mar 18, 2025

An excellent new opportunity has just opened up for a Senior 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 €45,000 – €55,000 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