Jordan Nolan QFA SIA
Customer Operations Manager at Standard Life Ireland- Claim this Profile
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Bio
Experience
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Standard Life Ireland
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Ireland
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Financial Services
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1 - 100 Employee
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Customer Operations Manager
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Jun 2023 - Present
Dublin, Ireland
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Senior Pensions and Investments Associate - Direct Property
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Apr 2020 - Jun 2023
Dublin, Ireland
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Pensions and Investments Associate - Domestic Controls
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Nov 2016 - Mar 2020
Dublin , Ireland
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Canada Life
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Canada
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Insurance
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700 & Above Employee
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Underwriting Coordinator
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Mar 2014 - Aug 2016
Toronto, Canada Area • Completed all non-risk related administrative tasks belonging to assigned underwriters caseloads and tasks. • Created / Replaced documentation in system to create accurate contract packages • Index and validate medical evidence in system. • Checked medical vendor sites to confirm status of evidence and followed up as required. • Validated Authorization received for Attending Physician Statements and Motor Vehicle Records Authorization orders • Processed requests for Offers and… Show more • Completed all non-risk related administrative tasks belonging to assigned underwriters caseloads and tasks. • Created / Replaced documentation in system to create accurate contract packages • Index and validate medical evidence in system. • Checked medical vendor sites to confirm status of evidence and followed up as required. • Validated Authorization received for Attending Physician Statements and Motor Vehicle Records Authorization orders • Processed requests for Offers and Special Quotes (Large Case, ELC, Executive Club) • Managed pending and new cases with outstanding requirements through effective management.
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Data Analyst
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Aug 2013 - Mar 2014
Toronto, Canada Area • Prepared source data for computer entry by compiling and sorting information; establishing entry priorities. • Processed customer source documents by reviewing data for deficiencies; resolving discrepancies by using standard procedures or returning incomplete documents to the team leader for resolution. • Maintained data entry requirements by following data program techniques and procedures. • Verified entered customer and account data by reviewing, correcting, deleting, or… Show more • Prepared source data for computer entry by compiling and sorting information; establishing entry priorities. • Processed customer source documents by reviewing data for deficiencies; resolving discrepancies by using standard procedures or returning incomplete documents to the team leader for resolution. • Maintained data entry requirements by following data program techniques and procedures. • Verified entered customer and account data by reviewing, correcting, deleting, or reentering data; combining data from both systems when account information is incomplete; purging files to eliminate duplication of data. • Handled duplicate policies and consolidated. • Maintained client database and update client files. • Audited applications and policies entered into the database before underwriting. • Contributed to team effort by accomplishing related results as needed.
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Renishaw
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United Kingdom
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Automation Machinery Manufacturing
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700 & Above Employee
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Operations
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Aug 2012 - Aug 2013
Dublin, County Dublin, Ireland
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AIB
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Italy
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Consumer Electronics
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Bank Official
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Sep 2007 - Dec 2008
Malahide Co Dublin
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Education
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Institute of Technology, Sligo
Postgraduate Degree, SIA- Investment Management -
University College Dublin
Professional Diploma in Financial Advice (APA, QFA), Financial Planning and Services -
Technological University Dublin
Bachelor of Arts - BA, Hons, Sports and Business -
Colasite Choilm