Role Summary:
We are currently seeking a skilled Insurance Administrator to join our team. As an Insurance Administrator, you will play a crucial role in managing client documentation and providing administrative support.
About the Role:
This is a fantastic opportunity for those looking to transition into financial services and complete their QFA exams. You will be working closely with internal and external stakeholders across Ireland, ensuring all information is accurate and up-to-date.
Main Responsibilities:
* Manage client documentation, including reviewing and verifying application forms
* Complete new business case checking to ensure applications are processed efficiently
* Prepare new client packs, including welcome packs and information packs
* General administrative duties, such as scanning, photocopying, and filing
* Assist and guide clients via phone and email, responding to queries and providing updates
Required Skills and Qualifications:
* 1-2 years of experience in an administrative or customer service role
* Currently studying or willing to study towards the Professional Diploma in Financial Advice (QFA)
* Strong communication and interpersonal skills
* Highly organized with strong attention to detail
* Proactive and positive team player
What We Offer:
This is an excellent opportunity to work in a dynamic environment and develop your skills and knowledge in the financial services industry. Our company offers a competitive package, including strong benefits and opportunities for professional growth.
Note:
Please only apply if you meet the minimum requirements for the role.