Sales Support Administrator.

A well-established independent insurance brokerage supporting a large client base across financial services, health insurance, personal lines and commercial insurance. The business is built on long-term relationships, trusted advice, and a strong commitment to service excellence, professional development and career progression.

Position Summary This is a full-time permanent role providing administrative and client support to financial consultants and a health insurance division. You will play a key part in the end-to-end client journey, supporting new business, servicing existing clients, review activity and retention campaigns.

Key Responsibilities

• Provide administrative support to financial consultants and health division
• Process new business applications and manage advisor pipelines
• Prepare quotations, reports and client documentation
• Liaise with product providers and track outstanding requirements
• Deliver high-quality customer service and policy servicing support
• Coordinate client review meetings and related projects
• Identify opportunities within existing client base and refer internally
• Maintain accurate, compliant client records
• Support retention and growth campaigns across product lines
• Contribute to process improvement initiatives

Flexibility & Team Support

This is a collaborative brokerage environment. While the focus is life, pensions and health insurance, flexibility to support personal lines and commercial teams when required is expected.

About You

You are organised, client-focused and proactive, with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.

Essential Requirements

• Experience in financial services brokerage
• Knowledge of life assurance, pensions, investments and protection
• Strong administrative and organisational skills
• Excellent communication and client service ability
• High attention to detail and compliance awareness
• QFA or part-qualified QFA advantageous

Desirable Experience

• Health insurance experience
• Knowledge of Irish health insurers
• Experience using brokerage CRM systems
• Exposure to provider portals and online processing
• Experience supporting campaigns or retention activity

Why Join

• Strong career development and progression opportunities
• Exposure across multiple financial services disciplines
• Supportive and collaborative working culture
• Established brokerage with a large and loyal client base
• Competitive benefits package including pension, health insurance, death in service and income protection