Administration Executive - Advisory (Life & Pensions) - Enniscorthy

Reposted 2 Days Ago
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Enniscorthy, Wexford, IRL
In-Office
Senior level
Insurance
The Role
Provide end-to-end administration for group and individual pensions, life assurance, investments and non-life products. Support advisors with documentation, client queries, provider liaison, scheme management, renewals, invoicing, CRM updates, compliance adherence, and continuous process improvement within a small team reporting to the Operations Manager.
Summary Generated by Built In
Who are we?

Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries.

People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden.

Based out of our Enniscorthy Office, Co Wexford, Howden Ireland are delighted to have a vacancy for an Administration Executive for Life & Pensions, within a self-contained business unit which has been formed following the acquisition of a local financial advisory firm by Howden Insurance (Ireland) Limited. The unit continues to function with a large degree of autonomy and this role will support the seamless integration into the wider Howden framework while maintaining the ongoing trading function and growth locally.

About the role

The role is part of a team of 2 Administrators and will report directly to the business unit Operations Manager.  It will provide full support to the Director in all administration matters for both new business and management of existing clients. The successful candidate will manage the end-to-end administration process associated with Group and Individual Pensions and Life Assurance products, as well as investments and non-life offerings ensuring a high standard of service delivery, compliance, and efficiency.  Under CBoI Fitness and Probity Standard, the role is classified as CF4.

Key Responsibilities 

  • Provide Administration and Sales Support to the business unit including preparation of documentation, management of existing client database, dealing directly with client queries, new business submission, quality control and checking and pipeline management.
  • Support the business unit advisors with financial reports and analyses on pension, investments and life assurance products.  Assist in the research and recommendations of life and pension products that align with clients' financial goals. Assist advisors in creating customised financial plans, including retirement and investment strategies.
  • Group Scheme management – oversight of DC, PRSA, (Group & Retail) and Risk only schemes, including renewals, invoicing, admin, leavers / joiners and supporting member engagement.
  • Daily liaison with Product Providers in relation to new business and existing client queries across investment, pension and protection product lines to ensure timely processing and response.
  • General administration duties including filing, opening post (physical and virtual), managing incoming phone calls, emails and other tasks as assigned by their manager.
  • Adhere to Compliance, GDPR, CBoI and Howden business procedures as outlined by the business including proper utilisation of tools, systems and templates provided to ensure optimal service is delivered in the most efficient manner, both physically and through digital platforms.
  • Oversee the full lifecycle of policy administration for life, pensions, and protection products, proactively support annual reviews, renewals, and client communications, ensuring deadlines are met.
  • Maintain and update CRM systems and internal platforms with high data accuracy.
  • Contribute to continuous improvement of administration workflows, document templates, and client communications.
  • Where required, represent the business unit within the wider Financial Advisory administration community on projects and cross functional activity.

About You

  • Extremely well organised with excellent time management skills.
  • Ability to work on own initiative and as part of growing team, meet deadlines and work under pressure in a busy environment.
  • A minimum of 5+ years previous experience working in an administrative role in the Life & Pensions industry.  Specialised pension knowledge and prior paraplanning type experience would be significantly advantageous.
  • Experience of Group Pension, PRSA and Risk scheme administration and management and a proven ability to manage key stakeholders in external group schemes (HR, Finance etc)
  • Familiarity with Life & Pension broking platforms, provider systems, portals and products.
  • Possesses a strong attention to detail and be good at multi-tasking.
  • Excellent Communications and Customer Service Skills.
  • Customer focused and driven, with a strong sense of curiosity and a relentless concentration on continuous improvement.
  • This role provides an ideal opportunity for an ambitious candidate to develop a successful career in the financial advisory industry.

About Howden Ireland:

Howden Ireland is part of Howden, the global insurance intermediary group, and has over 600 employees across 28 local offices advising clients on their commercial insurance, personal insurance, health insurance, life and pensions and mortgage requirements. Our success is primarily down to the incredible people we employ.

For more information, please visit About Us | Howden Ireland (howdengroup.com)

What do we offer in return?

A career that you define. At Howden, we value diversity – there is no one Howden type. Instead, we’re looking for individuals who share the same values as us:

  • Our successes have all come from someone brave enough to try something new

  • We support each other in the small everyday moments and the bigger challenges

  • We are determined to make a positive difference at work and beyond

Reasonable adjustments

We're committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs.  Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours* or hybrid working*.

If you're excited by this role but have some doubts about whether it’s the right fit for you, send us your application – if your profile fits the role’s criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.

*Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner if you want to know more.

Permanent

Skills Required

  • Minimum 5+ years administrative experience in the Life & Pensions industry
  • Experience of Group Pension, PRSA and Risk scheme administration and management (renewals, invoicing, leavers/joiners)
  • Familiarity with Life & Pension broking platforms, provider systems, portals and products
  • Strong attention to detail and ability to multi-task
  • Excellent communications and customer service skills
  • Ability to work on own initiative and as part of a team, meet deadlines and work under pressure
  • Experience supporting advisors with financial reports, pension/investment analyses and customised financial plans
  • Specialised pension knowledge and prior paraplanning type experience
  • Ability to manage key stakeholders in external group schemes (HR, Finance etc.)
  • Adherence to Compliance, GDPR, CBoI Fitness & Probity standards and Howden procedures
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The Company
Minneapolis, Minnesota
658 Employees
Year Founded: 2008

What We Do

The global reinsurance broker and risk, capital, and strategic advisor focused on relentless innovation and superior analytics for top client service. Part of Howden

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