Patrick Jordan Email & Phone Number

Dublin, Ie

Blackrock, Dublin, Ireland

• Develop and drive innovative marketing campaigns to help grow Zurich’s share of the market.• Develop, deliver and maintain marketing collateral (including web content, customer brochure ware, sales presentations and trade articles) to support the distribution of Zurich’s products to customers, financial advisors and internal audience.• Be a key driver and an active supporter of the marketing communication strategy with our sales team & help ensure it remains a priority for the company.• Work closely with internal and external stakeholders to ensure accurate representation of ideas, processes and messaging.• Identify and exploit opportunities to utilise bespoke marketing support for Financial Advisors to best advantage.• Work closely with other marketing teams, product teams and customer services to ensure high company-wide understanding of product range.• Responsible for organising both internal and external Zurich events throughout the year. • Participate in ad-hoc marketing/business projects as required.

Blackrock, Dublin, Ireland

• Communicating effectively with brokers across the country regarding a varied range of functions.• Processing all client requests throughout the Life cycle of their policy in a timely an efficient manner.• Building relationships with both broker consultants and brokers alike. Striving to provide them with a consistent friendly and courteous service.• Adapted to working in a demanding, fast paced environment, learning to successfully manage and prioritize a large workload.

Boston, Massachusetts

• Greeting customers and providing a prompt, polite and friendly service. • Managing Cash and Credit transactions, aided customers with size fitting and style advice.• Adapted to American culture and customs, becoming a team player of high energy sales force.

Blackrock, Dublin, Ireland .

• Contacting Doctors in relation to outstanding medical documents and updated Zurich’s workflow database. Carried out customer service surveys over the phone with clients.• Covering the main Zurich Life reception on a number of occasions. This role allowed me to deal with customers on a one to one basis and further improve my interpersonal skills• Carrying out countless other tasks for which my colleagues needed assistance; these included straight forward broker correspondence and the output of weekly pipeline reports.

Executive Modules, Business, Management, Marketing, And Related Support Services

As part of Zurich's "Make The Difference" Programme (Zurich’s internal flagship program to develop talent and empower high potential.

Associate Certificate, Graphic Design

Professional Diploma In Retirement Planning Advice (Rpa), Financial Advice

Diploma In Digital Marketing, Digital Marketing

Professional Diploma In Financial Advice (Qfa), Financial Advice

Bachelor Of Commerce (Bcom), Commerce, Gpa : 2.1

Leaving Certificate, Leaving Certificate, Honours