Jordan Nolan QFA SIA

Customer Operations Manager at Standard Life Ireland
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Contact Information
us****@****om
(386) 825-5501
Location
Dublin, County Dublin, Ireland, IE

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Experience

    • Ireland
    • Financial Services
    • 1 - 100 Employee
    • Customer Operations Manager
      • Jun 2023 - Present

      Dublin, Ireland

    • Senior Pensions and Investments Associate - Direct Property
      • Apr 2020 - Jun 2023

      Dublin, Ireland

    • Pensions and Investments Associate - Domestic Controls
      • Nov 2016 - Mar 2020

      Dublin , Ireland

    • Canada
    • Insurance
    • 700 & Above Employee
    • Underwriting Coordinator
      • 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.

    • Data Analyst
      • 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.

    • United Kingdom
    • Automation Machinery Manufacturing
    • 700 & Above Employee
    • Operations
      • Aug 2012 - Aug 2013

      Dublin, County Dublin, Ireland

    • Italy
    • Consumer Electronics
    • Bank Official
      • Sep 2007 - Dec 2008

      Malahide Co Dublin

Education

  • Institute of Technology, Sligo
    Postgraduate Degree, SIA- Investment Management
    2022 - 2022
  • University College Dublin
    Professional Diploma in Financial Advice (APA, QFA), Financial Planning and Services
    2019 - 2021
  • Technological University Dublin
    Bachelor of Arts - BA, Hons, Sports and Business
    2009 - 2013
  • Colasite Choilm
    2001 - 2006

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