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Life & Pension Administrator

1 month ago

Dublin, Dublin City, Ireland Wallace Myers International Full time

My Client is seeking a motivated and detail-oriented individual to join their expanding team as a Life & Pensions Administrator. This role involves managing the day-to-day administration of client life assurance and pension policies, ensuring compliance with industry regulations, and providing excellent customer service to clients, advisers, and providers.

Responsibilities:

Policy Administration:
  • Manage the day-to-day administration of client life assurance and pension policies.
  • Process new business applications, ensuring accuracy and compliance with regulations.
  • Act as the main point of contact for clients, advisers, and providers regarding life and pension queries.
Record Keeping and Compliance:
  • Maintain up-to-date records on internal systems, adhering to data protection standards.
  • Monitor policy maturities, renewals, and handle any required amendments or transfers.
Client Support:
  • Collaborate with financial advisers to prepare paperwork for client meetings and policy summaries.
  • Develop and manage relationships with clients to ensure satisfaction and address their needs.
Industry Knowledge:
  • Stay informed about industry changes, regulatory updates, and new products in the market.
  • Support the wider administrative team with ad-hoc tasks when required.
Relationship Management:
  • Develop and manage relationships with insurance providers and other staff members.
Timeliness and Reporting:
  • Adhere to all service and reporting timelines agreed for our business.

Requirements:

  • QFA qualification or actively working towards it.
  • 2-3 years of experience in life and pension administration, preferably within financial planning or insurance.
  • Conscientious individual with the ability to work both independently and as part of a team.
  • Ability to thrive in a busy office environment.
  • Strong organizational and prioritization skills.
  • Excellent telephone skills and manner.
  • Attention to detail is crucial.
  • Proficient in Microsoft Office Suite, especially Excel.
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