Job Description
Job Description: Lead a team of financial professionals, manage life and pensions admin, develop SOPs, approve applications, and oversee customer service in a busy Cork office.
Responsibilities:
Manage intake, review, and processing of new life and pensions applications.
Develop and implement standard operating procedures (SOPs) for policy administration.
Approve and process applications according to product rules and regulatory requirements.
Monitor and review customer policy change requests.
Manage transfer in process and ensure smooth processing of funds.
Develop and maintain communications with customers throughout the application and policy lifecycle.
Oversee high level of customer service and ensure all interactions are handled proactively, promptly, and professionally.
Requirements:
Bachelor's degree in business or related financial services field (preferred).
Minimum Competency qualifications set under CBI requirements (QFA).
Minimum 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 and able to work effectively in a dynamic team environment.
Skills:
QFA
CBI
Pensions
Life Assurance Manager