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Life & Pensions administrator

Ref: 920801

  • Depending on experience
  • 11 Jan 2019
  • Dublin (Central)
  • Perm



Responsibilities

The Life, Pension & Investment Administrator will perform general policy administration services in relation to the Company’s business and affairs, as authorized under the supervision of the Office Manager and Directors. The role will involve general office administration, supporting all areas of the business to clients and staff.

Upon successful hire you will be required to

• Produce and send out client correspondence, incl. new policy documents; • Processing and submitting applications; • Implement various instructions from policy holders; • Prepare regular policy reviews; • Generate risk assessment results; • Produce statements of suitability and other reports; • Updating the CRM system, data entry; • Checking AML requirements and compliance; • Issuing of Section 30 Receipts; • Liaising with various stakeholders by phone, e-mail and post; • Meet & greet clients in the office on a daily basis; • Document filing/archiving responsibilities on ongoing basis; • Any other day to day office duties as they may arise.

The Ideal Candidate

• Fluency in English; • Demonstrates excellent interpersonal, relationship building and communication skills (oral and written); • Attention to detail and numerical accuracy essential; • Excellent computer skills – MS Word, Excel, Adobe, MS Outlook, fast typing speed; • QFA qualified or APA progressing towards attainment of a relevant qualification; • Some knowledge of life, pensions and investment products; • 1-2 years administration experience; • Understands the importance of excellent customer service and uses assessment to develop creative solutions; • Good people skills, friendly, positive can-do attitude, team player, accountable, possess personal and professional integrity, engaged, committed and motivated. For more information on this Insurance related job or other related jobs, contact James Reilly on j.reilly@brightwater.ie or to apply, click the button below.