Job Description

We are currently recruiting for a Broker Support Executive to join our successful team in our Dublin-based office.

The successful candidate will be responsible for ensuring client files are fully compliant and pipelines are proactively managed. You will work closely and collaboratively with our Sales Manager and Operations Director.



 Responsibilities

• Continue the Development of a strong service ethos.
• Prioritise and manage workload efficiently.
• Maintaining correct and up to date data on CRM system.
• Cross training within all departments in the business will be required.
• Deliver a consistently high level of service by telephone and email to all customers to contribute proactively to the retention of existing business.
• Preparation of reports in advance of meetings.
• Preparation & Implementation of client recommendations.
• Maintain existing client relationships on a scheduled basis.
• Proactive management of the Protection/Pension and Investments New Business & Pipeline.
• Track & report on weekly proposals and completed files.
• Provide support to the Office Manager by delivering team stats, pipeline overview and technology enhancements.
• Respond to client queries, both simple and complex in an efficient and professional manner.
• Conduct telephone applications with clients.
• Ad-Hoc projects as required.
• Meet and exceed pre-agreed KPIs & SLAs.

Requirements

• Full QFA essential.
• At least 2 years experience working in an administration role with the Financial Services Industry Broker Background a plus.
• A strong knowledge of all Life, Pension and Investment products available to the Broker market.
• Strong attention to detail
• General understanding of compliance issues & requirements.
• Strong time management skills.
• Knowledge of retention techniques and customer needs.
• A passion for providing excellent customer service.
• Enthusiastic and self-starter approach.
• Excellent interpersonal skills.
• Have the confidence to Question
• Strong Experience with CRM software Wealthtrack and Salesforce an advantage
• Ability to multitask.
• Be a team player who thrives working with a tight-knit company.
• Excellent working knowledge of Microsoft Office, including Excl.
• Previous experience in a sales/call center role is an advantage.

Benefits

• Salary up to 52k
• Company Pension.
• Different working arrangements than normal.
• Company IP and DIS the day you join.
• Generous Annual Leave.
• Birthday off
• Life cover
• Income protection