Administration Associate
Waterford, Ireland
003980
Administration Associate
Waterford, Ireland
003980
Working at Lockton
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Business unit
Waterford
Schedule
Full Time Permanent
Job type
Experienced Professional
Workplace
Hybrid
Your Responsibilities
The purpose of this role is to provide Administration & Sales Support to the Individual Financial Planning team across the People Solutions practice, managing queries/placements and ensuring services are coordinated and delivered effectively.
Key Tasks & Duties
- Understand client requirements and provide exceptional customer experience.
- Develop key, close working relationships and liaising with product providers on various issues.
- Deliver day to day servicing support to the financial planning team, supporting retention and development of business.
- Ensure compliance with regulatory guidelines and that procedures and internal controls are fully adhered to.
- Monitoring and reviewing the performance of daily pipeline, ensuring all workflow processes are implemented while ensuring all responsibilities are carried out in accordance with procedures.
- Assisting in the general day to day administration office tasks and various projects throughout the year.
- Co-ordinate the use of other Lockton specialist teams where required.
Qualifications
- Exceptional client relationship skills.
- Ability to manage time effectively focusing on priorities, targets and deadlines.
- Ability to promote and implement processes for improvement.
- Good critical thinker and able to distil complex issues down into clear, actionable recommendations.
- Demonstrate a desire to learn, a proactive approach and ability to research information.
- QFA Qualification and experience in operations ideally in a brokerage an advantage.
Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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