A well-established independent insurance brokerage supporting a large client base across financial services, health insurance, personal lines and commercial insurance. The business is built on long-term relationships, trusted advice, and a strong commitment to service excellence, professional development and career progression.
Position Summary
This is a full-time permanent role providing administrative and client support to financial consultants and a health insurance division. You will play a key part in the end-to-end client journey, supporting new business, servicing existing clients, review activity and retention campaigns.
Key Responsibilities
- Provide administrative support to financial consultants and health division
- Process new business applications and manage advisor pipelines
- Prepare quotations, reports and client documentation
- Liaise with product providers and track outstanding requirements
- Deliver high-quality customer service and policy servicing support
- Coordinate client review meetings and related projects
- Identify opportunities within existing client base and refer internally
- Maintain accurate, compliant client records
- Support retention and growth campaigns across product lines
- Contribute to process improvement initiatives
Flexibility & Team Support
This is a collaborative brokerage environment. While the focus is life, pensions and health insurance, flexibility to support personal lines and commercial teams when required is expected.
About You
You are organised, client-focused and proactive, with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
Essential Requirements
- Experience in financial services brokerage
- Knowledge of life assurance, pensions, investments and protection
- Strong administrative and organisational skills
- Excellent communication and client service ability
- High attention to detail and compliance awareness
- QFA or part-qualified QFA advantageous
Desirable Experience
- Health insurance experience
- Knowledge of Irish health insurers
- Experience using brokerage CRM systems
- Exposure to provider portals and online processing
- Experience supporting campaigns or retention activity
Why Join
- Strong career development and progression opportunities
- Exposure across multiple financial services disciplines
- Supportive and collaborative working culture
- Established brokerage with a large and loyal client base
- Competitive benefits package including pension, health insurance, death in service and income protection
