Dylan Freer Email & Phone Number

Ireland

Dublin, County Dublin, Ireland

Dublin, County Dublin, Ireland

Dublin, County Dublin, Ireland

• Working with the team to shape the pre-sale process• communicating with consultants, clients and insurers regarding protection, investment, pre and post retirement pension products • responding to client and insurer queries relating to a range of products• providing advice relating to pension, investment and protection products to a range of clients • preparation of reports for Bulk Exercise Projects for our corporate clients• preparation of New Business files for processing with New Business team• arranging meetings with our HNW clients and consultants and providing relevant supporting documentation to our consultants • dealing directly with clients relating to their pension, investment and protection policies • qualifying leads and opportunities, assigning each lead to the relevant consultant

Dublin, Leinster, Ireland

County Dublin, Ireland

• Managing a portfolio of Tier 1&2 clients. I was a clients main point of contact for their death in service and income protection benefits.• providing solutions to our clients in relation to employee benefits to ensure they remain competitive. While keeping client budgets in mind.• consultive selling of Group Life products and other group protection products • In this role I would conduct in depth market analysis of each clients benefits while also managing renewals of such benefits demonstrating a keen eye for detail to ensure all clients are covered for the correct level of benefit and ensuring there are no uninsured liabilities .• Responsible for handling death in service and income protection claims on behalf of my clients by liaising with employees, clients and insurance providers to ensure the claims process runs smoothly• As I was a clients main point of contact this would require me to attend face to face meetings with both clients and our business partners.• As part of this role I would regularly liaise with insurers, internal pension teams, senior management and other consultants. I regularly negotiated with our insurers and clients to ensure that they were offered the best rate with the appropriate level of cover.• Ensuring that all regulatory requirements, compliance deadlines and service level agreements are adhered to throughout daily processes.• Training new joiners and junior team members to ensure they are well equipped to manage the duties of their role and client expectations.• I also took on multiple projects while in this role for both clients and WTW which is an aspect of the role which I really enjoyed.

County Dublin, Ireland

While working as a Health and Benefits Administrator my daily responsibilities included:-Managing a portfolio of group corporate clients in relation to their Death in Service & Income Protection benefits-Liaising with life assurance companies, clients, consultants and third parties-Processing life assurance and income protection annual renewals from pre-renewal to issuing final renewal stages-Liaise with the WTW pensions administrator where required when processing scheme renewals / member claims-Managing the CRM and workflow systems (Portal & Benefits Engine)-Ensure that the Risk Renewal Process on the workflow system is kept up to date-Managing the underwriting process on a scheme and individual level from start to end-Processing death claims and income protection claims-Ensuring regulatory requirements, compliance deadlines and service level agreements are adhered to throughout daily processes-Managing client correspondence (In and Out)-Manage confidential information-Adhering to all data protection requirements-Managing the re-broke process in conjunction with the scheme consultant-Attend client meetings / conference calls as required-Complex consultant queries-Training of new staffI also took on project work where available and worked my way to a portfolio almost fully based on Tier 1 Clients

County Dublin, Ireland

As a Team Leader I had many responsibilities such as • Ensuring compliance with all fire, licensing, and employment regulations• To ensure that the location achieves, as a minimum, the financial targets agreed with the client in line with the budget.• To ensure that the location has an accurate and efficient financial control system in place and the Evolution software system is in full use.• Supervising and motivating catering and waiting staff in my business unit.• Daily communication with senior management.• Ensuring health and safety regulations are strictly observed.• Interacting with customers if involved with front of house work• Ensuring correct procedures are maintained at all times (manual handling)• Organizing leading and motivating the catering team.• Planning menus in consultation with chefs• Ensuring a good atmosphere in the restaurants between staff members and customers.• Weekly HACCP Analysis• Responsible for maintaining high standards of food hygiene

Dublin

Previously employed at BaxterStorey- Dublin zoo. Daily duties and responsibilities include working as a Barista, opening and closing the unit, dealing with cash, stock counting, dealing with customers and occasionally performing end of day cash calculations.

Rpa, Financial Planning And Services

Level 7

Apa, Pensions, Loans, Life Assurance And Investments

Qfa, Financial Planning And Services

Level 7

Bachelor Of Business, Accounting

Completed my degree in Accounting and Finance in 2016. On completion I was awarded 9 ACCA Exemptions. I have studied and been examined.

Leaving Certificate

Secondary School