LHK Financial, Rosemount House, Dundrum Road, Co. Dublin
Key Responsibilities
- Provide a high standard of administrative support to the management team on life and pensions products
- Prepare client meeting documentation to support Consultants, Line Manager and Director on a daily basis
- Processing of new business life and pensions applications, dealing directly with the life companies to ensure these are processed in an accurate and timely manner
- Preparing renewal documentation, dealing directly with the life companies to ensure that these are delivered and processed in an accurate and timely manner
- Communicate with clients over phone and email keeping them updated on the progress of their applications and renewal
- Fulfil all compliance obligations
- Ensure all procedures are strictly adhered to and that peer review and checking is conducted by an appropriate authorized person
Skills and Qualifications
- Leaving Certificate
- APA qualified or willingness to work towards a Central Bank of Ireland recognized insurance qualification would be a distinct advantage.
- The position requires a candidate with energy, drive, good communication and a strong customer focus
- Good organizational skills and ability to work on your own initiative
- Excellent attention to detail, accurate data entry
- Good interpersonal skills and a team player
- Ability to manage your own time efficiently and effectively, working under pressure to meet deadlines
- Proficiency in Word and Excel
Remuneration
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- Salary will be commensurate with experience
- 23 days annual leave
- 10 days paid sick leave
- Bonus and Commission Structure
- Defined Contributory Pension Scheme
- Examinations/further study sponsored where relevant to role