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Job Description
**Life and Pensions Manager**
Summary: Seeking an experienced Life and Pensions professional to lead a busy office in Cork, managing team, policies, and customer interactions.
The successful candidate will be responsible for:
- Managing the intake, review, and processing of new life and pensions applications and supporting documentation.
- Leading the Life and Pensions Admin Team, including regular staff reviews and general management.
- Developing and implementing standard operating procedures (SOPs) for policy administration to ensure consistency and accuracy.
- Approving and processing applications in accordance with product rules, regulatory requirements, industry standards, and company processes.
- Monitoring and reviewing customer policy change requests.
- Managing the transfer in process to ensure smooth processing of funds and timely transition of policies from pre-retirement to post-retirement.
- Developing, maintaining, and effectively managing communications with customers throughout the application and policy lifecycle.
- Establishing and maintaining regular communication and collaboration with the Company Directors.
- Analyzing data to identify trends and opportunities and collaborating with all business areas to drive process improvement and business growth.
- Leading initiatives to define and improve processes, including the adoption of new technologies or methodologies.
- Staying informed about industry developments, regulatory changes, and best practices.
- Establishing and maintaining excellent customer and broker relations to ensure high customer satisfaction.
- Adhering to regulatory requirements, industry standards, and company policies.
- Leading initiatives for process improvements and operational excellence.
- Leveraging deep operations and industry knowledge to implement change, adopt best practices, and drive continuous improvement and operational efficiency within the company.
- Overseeing the general running of a busy office in terms of basic office management, including ordering of stationery and business cards.
Requirements:
- Bachelor's degree in business or related financial services field.
- Must meet minimum competency qualifications set under CBI requirements such as QFA.
- Minimum of 5 years of experience within the insurance industry (preferable Life and Pensions).
- Ability to identify areas for improvement and provide customer-focused solutions.
- Results-focused.
- Ability to work effectively in a dynamic team environment.
- Leadership & Accountability.
- High level of integrity and professionalism.
- Customer-focused and strategic thinker.
- Adaptability to changing market & company needs.
- Emotional intelligence and collaboration.
- Excellent verbal & written communication skills.
- Ability to influence others and manage different stakeholders.
- Proven track record in a previous role of executing operations strategy in the Irish insurance market.
- Strong presentation skills, delivering propositions and key messages to clients & other internal & external partners.
- Strong communication, negotiation, and interpersonal skills.
- Ability to build & maintain relationships with key influencers.
- Engage & communicate.
- Manage expectations, monitor & adapt.
- Stakeholder mapping for key clients.
- Proven track record of managing both internal & external stakeholders.
- Demonstrate financial soundness and conduct to be honest, ethical, and act with integrity.
**Package:** Attractive basic salary + performance-related bonus + other attractive staff benefits. Full-time role based in our Cork office. Remote working allowed (20% of the working month).