Life & Pensions Administrator (PT)
Our client, one of my longest standing clients are a growing Financial Services company in Ballincollig, Cork currently have a new opportunity for a part time Life and Pensions Administrator to join their team.
The role involves contact with existing clients, quoting and advising on cover and services.
The role is flexible (PT between 20-30 hours to suit the right candidate).
Responsibilities
- Processing of quotations and new business applications in pension, savings & investments and life assurance and deal directly with the Life Assurance companies to ensure these are processed in an accurate and timely manner
- Responsible for managing the pipeline of business from start to finish which includes the processing of pensions, savings & investments, and protection policies.
- Interact daily with some of Irelands largest Life Insurance Companies and will ensure effective communication flow between Account Managers and Financial Advisors
- Delivering a best in class Customer Service offering to existing clients in addition to adding new clients.
- Communicate with clients over phone and email keeping them updated on the progress of their applications
- Ownership of all aspects of our client book which includes providing regular updates to clients
- Responsible for all aspects of compliance such as Anti Money Laundering requirements and Consumer Protection Code requirements.
- Supporting Financial Advisors with Ad Hoc duties
We are looking for someone who has / is…
- 3+ years’ experience in the Life, Pensions & Investments industry
- Excellent attention to detail
- Strong organisational skills
- Self-motivated, enthusiastic and solution focused.
- Ability to work as part of a team and contribute to the continued growth of the Company.
- Ability to multitask & prioritise queries
- Highly self-motivated & ability to work on own initiative
- Committed to having good attention to detail and good time management.
- Able to make real time decisions based on changing information and able to manage your own workload.
- Excellent IT skills with a Knowledge of Microsoft office.
Culture + Benefits
- Excellent package on offer along with an opportunity for promotion within the company for the right candidate.
- Pension Contribution
- Free Parking
- Supportive and collaborative team
Next Steps
With a view for the successful candidate to be in place as soon as possible, interviews for this role are being held immediately. If you have read the above with interest and would like to be considered for this excellent opportunity, please apply today.
CSA Personnel will treat every application in strictest confidence and will only put you forward to an employer after gaining your explicit permission.
Apply Now
recruiting services
Found Sam in CSA very professional. Met and discussed in detail what type of role you were interested in and only put you forward when he and you were happy that the position on offer was what you were looking for. He was genuinely interested in making sure that you found the right role.
