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Customer advisor

Dublin
Brightwater Capital, LLC
Customer advisor
€60,000 - €80,000 a year
Posted: 8 May
Offer description

Membership Advisor

About the Role:

Our client, a growing Irish SME specialising in Insurance, is hiring a Membership Advisor to join our growing team. The successful candidate will be responsible for the renewal, collection, and settlement of members' subscriptions, incorporating liaison on the completion and vetting of members' proposals for approval by insurers. This role is initially being offered as a one-year contract with a view to becoming a permanent role.

Key Responsibilities:

1. Processing and vetting new member inquiries and applications for underwriter approval.
2. Administration and allocation of all members' payments.
3. Calculation of refunds and adjustments due to member/insurer each month.
4. Assistance with the calculation of monthly premiums due to insurer and preparation and settlement of invoices.
5. Liaising with the underwriter in relation to the above.
6. Processing of members' monthly direct debit runs and follow up with members in relation to failed payments.
7. Issuing of monthly receipts and statements.
8. Other tasks as deemed necessary by management to support the operation of the business.

Candidate Requirements:

1. APA qualification
2. Proficient in both Microsoft Office and Excel (essential)
3. Industry-related experience within insurance and/or membership services (preferred but not essential)
4. Must have an eye for detail and effective time-management skills
5. Excellent communication skills are essential
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