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Über
This role supports business development and sales teams across the Irish Group Risk market, partnering with Tier 1 and Tier 2 brokers and internal stakeholders to deliver a seamless experience across onboarding, renewals, servicing, and proposition delivery. You’ll combine technical expertise in Group Risk (Life & Disability) with strong relationship management and operational focus to drive growth, retention, and service excellence.
If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.
A high-impact position suited to someone who thrives in a fast-paced environment, builds strong relationships, and balances strategic input with day‑to‑day execution.
Key Responsibilities- Act as a key contact for sales teams and brokers, delivering high-quality service across channels.
- Support onboarding and ongoing management of Tier 1 and Tier 2 brokers in the UK and Ireland.
- Attend broker/adviser meetings, delivering presentations and service propositions.
- Collaborate with marketing on tailored materials, sales decks, and reports.
- Prepare proposals, renewal packs, and policy review documentation.
- Manage and improve workflows for quotes, renewals, and claims with underwriting and operations.
- Maintain CRM systems (e.g., Salesforce) to ensure pipeline accuracy and visibility.
- Support post‑sale servicing and resolve process bottlenecks to enhance efficiency.
- Provide expertise in Group Life and Income Protection, including Master Trusts and value‑added services.
- Stay informed on competitor activity and market trends to support sales strategy.
- Assist with new propositions, materials, and technology enhancements.
- Support client presentations and policy review meetings.
- Produce Policy Data Review (PDR) reports.
- Drive retention by identifying service improvements and acting as a key contact when needed.
- 3+ years’ experience in group risk insurance (life and/or disability), ideally UK or Ireland.
- Experience working with brokers or financial advisers.
- Strong relationship‑building and presentation skills.
- Excellent organisation, communication, and attention to detail.
- CRM experience (e.g., Salesforce). xcfaprz
- Customer‑focused and proactive approach.
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Sprachkenntnisse
- English
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