Le Meas Executive Search
are delighted to partner with a Multinational Insurance Company to hire an Operations Officer to their Dublin operation.
Key Responsibilities:
* Lead the intake and review of new PRSA and ARF applications including applicable documentation to support AML and KYC.
* Communicate with customers and brokers where additional information/documentation is required.
* Approve applications and issue policies to customers
* Ensure all application management and processing is executed in accordance to regulatory requirements, industry standards and company policies.
* Oversee the entire claims process from initial notification to final processing.
* Ensure claims are processed efficiently and in accordance with company policies, procedures, and compliance regulatory requirements.
* Manage the intake, triage and escalation of claim requests.
* Govern and process policy exit requests which include but are not limited to policy completions, cooling off exits, transfer out, deceased estate and dormant policies.
* Manage the transition of policies from pre-retirement to post-retirement.
* Implement fraud prevention measures to ensure risk management.
* Coordinate with other departments, such as Legal, Compliance, Finance and Commercial departments to resolve claims-related matters.
* Manage/track the transfer in of customer funds.
* Act as Provider Liaison with customer and brokers.
* Escalate any AML or other compliance concerns to Compliance team.
* Prepare reports on pipeline activity.
* Analyse data to identify trends and opportunities for process improvement and business growth.
* Seek opportunities to retain and grow customer business.
* Leverage knowledge around sales and operations management to implement change, adopt best practices, enhance operational efficiencies and drive continuous improvement..
Required Qualifications & Experience:
* Must meet Minimum Competency qualifications set under CBI requirements such as QFA, Accredited Product Advisor, Accredited Product Professional Certificate in Personal Financial Planning or a Member, Associate or Fellow of the Irish Institute of Pensions Management.
* 2 + years' experience in the Life Insurance / Insurance Industry.
* An understanding of Investment, Pension & Protection Products & risk management.
* Proven track record in previous role executing against operations strategy in the Irish Insurance Market.
* Ability to identify areas for improvements and provide a customer focused solution.
* Strong customer orientation with the ability to manage broker relations effectively.
* Proficiency in another language (French, Italian, Spanish) is a plus.
* Track record at managing both Internal & External Stakeholders.
If you have the relevant experience and would like to learn more please submit a CV through LinkedIn or to