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

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.
• 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.

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.

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.

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 on.

Leaving Certificate

Secondary School