Financial Service Executive – sales support.
Campion Insurance is one of the largest insurance brokers in Ireland. We provide our clients with solutions to all their insurance needs ranging from home and motor insurance, to complex commercial business packages.
We also provide a full range of health, life, pension, mortgage and investment products.
We are currently recruiting a sales support executive to join a growing financial services team based in our financial services hub in Galway.

Responsibilities:

• Working with a team of sales advisors to provide sales support and administration to new customers.
• Processing and overseeing new business applications.
• Updating Policy and client information on internal CRM system.
• Engaging in continuous improvement of the company’s services and procedures and complying with regulatory requirements.
• Dealing with customer correspondence and queries on an ongoing basis.
• Ensure adherence to Regulatory Requirements throughout all duties.

Qualifications & Experience

• Work experience in a similar customer facing role beneficial
• Previous Brokerage experience is an advantage.
• QFA qualified or working towards same
• Have a broad knowledge of Life products & Pensions
• Experience in administering group pensions a distinct advantage
• Understand documents required for regulatory purposes and how to structure same
• Can demonstrate an ability to work independently and use initiative.
• Provide excellent communication, telephone organisational skills with the ability to build relationships quickly.
• Be a good organiser with attention to detail and an ability to prioritise tasks and follow through on same

What we can offer

• Comprehensive training program
• Fast- paced, positive and proactive working environment.
• Support to further your continued professional development through further professional qualifications.
• Career progression opportunities on successful completion of our training program.
• Opportunity to expand your insurance knowledge to become an expert in your chosen field.

• Working with a team of sales advisors to provide sales support and administration to new customers.
• Processing and overseeing new business applications.
• Updating Policy and client information on internal CRM system.
• Engaging in continuous improvement of the company’s services and procedures and complying with regulatory requirements.
• Dealing with customer correspondence and queries on an ongoing basis.
• Ensure adherence to Regulatory Requirements throughout all duties