• Interviewing clients to identify their insurance needs• Explaining to clients details of insurance and conditions, risk coverage, premiums and benefits• Assisting clients to determine the type and level of coverage required• Calculating premiums and establishing method of payment• Reviewing clients' circumstances to ensure that the level and coverage of insurance is still appropriate• Settling and monitoring insurance claims to ensure that both client and insurer are… Show more • Interviewing clients to identify their insurance needs• Explaining to clients details of insurance and conditions, risk coverage, premiums and benefits• Assisting clients to determine the type and level of coverage required• Calculating premiums and establishing method of payment• Reviewing clients' circumstances to ensure that the level and coverage of insurance is still appropriate• Settling and monitoring insurance claims to ensure that both client and insurer are satisfied with the outcome• Recording information about clients and their policies• Attend client/business development meetings to support client servicing• Identifying and drawing up lists of potential clients from a variety of sources and contacting them to arrange interviews• Keeping up-to-date with changes in the insurance industry and informing clients of new developments• Monitor and assist Sales Agents securing confirmed businesses• E-mail and Call Management, Prepared quotations and allocation of cases within the team• Maintained Policy Renewal database and ensured timely renewals duly contacting vendors and clients• Reconciliation of insurance premiums payable and received against vendors accounts• Prepared administrative and productivity monthly, quarterly and annual reports • Provided administrative support to senior-level staff Show less

•Updated clients with new developments resulting from changes in the industry•Recorded and updated client information and their policies. Collated and formed a database of Client’s information for pension benefits securing their critical data•Explained details of pension and insurance - conditions, risk coverage, premiums and benefits•Settled and Monitored insurance claims and pension payouts•Prepared Quotations, Evaluated processing and established methods of… Show more •Updated clients with new developments resulting from changes in the industry•Recorded and updated client information and their policies. Collated and formed a database of Client’s information for pension benefits securing their critical data•Explained details of pension and insurance - conditions, risk coverage, premiums and benefits•Settled and Monitored insurance claims and pension payouts•Prepared Quotations, Evaluated processing and established methods of payment•Attended client/business development meetings to support client servicing•Prepared process documentation and process manuals relating to daily process activities•Provided administrative support to senior-level staff•Prepared reports for Trustees on a monthly, quarterly and annual basis. •Managed and assisted the Ireland stakeholders in producing Annual Scheme Benefit Reports which detailed 3000+ Client’s benefit statements pertaining to pensions, death benefits, ill health benefits current and future benefits payable for Client’s in the pension scheme•Managed the Ireland Pension Helpline queries and created a call database of queries received and resolved•Responsible for query analysis and responses through e-mails, letters received externally and internally from Clients - employees, retirees, stakeholders and financial advisors•Collaborated with Ireland Stakeholders and coordinated ill health pension in an effective and timely manner•Allocated work to the team to maintain daily and weekly SLA and ensure effectively meetings targets•Conducted regular query and error sessions to improve productivity and efficiency•Coordinated meetings with UK colleagues on process improvement discussions, training which involved intensive planning, developing and implementing common strategies•Coordinated training on processes handled within the team for new employees to the team•Extensively interacted with external and internal stakeholders for process improvements and development Show less

•Interviewed Clients to discuss and identify their insurance and pension needs•Calculated premiums and established method of payment•Recording information about clients and their policy benefits•Settling and monitoring pensions and insurance claims •Assisted Clients on the type and levels of benefit coverage•Explained to clients details and conditions, premiums and benefits•Administered e-mail queries, letters from employees, retirees, stakeholders, third party… Show more •Interviewed Clients to discuss and identify their insurance and pension needs•Calculated premiums and established method of payment•Recording information about clients and their policy benefits•Settling and monitoring pensions and insurance claims •Assisted Clients on the type and levels of benefit coverage•Explained to clients details and conditions, premiums and benefits•Administered e-mail queries, letters from employees, retirees, stakeholders, third party companies.•Created a response database for queries received through e-mails, letters from employees, retirees, stakeholders, third party companies. •Prepared a process documentation for calculation of pension losses required to be produced in court to serve as proof if any loss incurred on pension due to employee dismissals, injuries resulting in incapability to adhering to current work.•Point of contact for pension and insurance related queries for internal employees Show less