Ruairi Kelly QFA

Employee Benefits Broker at Glennon
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Contact Information
us****@****om
(386) 825-5501
Location
IE

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Experience

    • Ireland
    • Insurance
    • 1 - 100 Employee
    • Employee Benefits Broker
      • Jul 2022 - Present

    • Ireland
    • Financial Services
    • 1 - 100 Employee
    • Life and pensions administrator
      • Dec 2021 - Jul 2022

    • Financial Services
    • 200 - 300 Employee
    • Senior customer operations administrator
      • Oct 2020 - Dec 2021

    • Ireland
    • Financial Services
    • 300 - 400 Employee
    • Senior Customer Service Advisor
      • Dec 2013 - Oct 2020

      • Responsible for direct customer, tied agents and broker contact on phone and email lines.• Ownership of end to end case management and ensuring appropriate course of action which displays consistency for all customer queries.• Work collaboratively with other departments within the company.• Resolve, or escalate as appropriate, queries from customers effectively and accurately and within the agreed SLA.• Monitor and process the day to day registration of customer policies on LifeOnline/New Ireland Portal.

    • Pension Administrator
      • Dec 2013 - Dec 2013

      • Processing Single Premium Injections and Transfers in• Dealing with client pension and life assurance queries and providing appropriate case by case advice • Issuing Willing & Able Letters to other life companies• Liaising with Insurance & Investment Managers confirming outstanding requirements and/or information• Indexing• Reviewing and providing comments on the adequacy of documents and took necessary steps to cure any deficiencies.• Preparing correspondence, accounting and financial documents for analysis.

    • United States
    • Retail
    • 700 & Above Employee
    • Sales Associate
      • Jun 2012 - Sep 2012

      • Welcoming people into the store in a friendly and fun manner • Assisting them in finding the correct sizes • Styling customers/Suggesting add on items and promotions • Processing the sales • Welcoming people into the store in a friendly and fun manner • Assisting them in finding the correct sizes • Styling customers/Suggesting add on items and promotions • Processing the sales

    • Ireland
    • Spectator Sports
    • 1 - 100 Employee
    • Marketing Assistant
      • May 2011 - Aug 2011

      • Promoting the international events through the social media and printed media • Preparing press releases, company newsletter and event announcements • Preparing invitations and event agenda for our sponsors and VIP's • Updating the website with current news and events. • Assisted in general office administration. • Promoting the international events through the social media and printed media • Preparing press releases, company newsletter and event announcements • Preparing invitations and event agenda for our sponsors and VIP's • Updating the website with current news and events. • Assisted in general office administration.

Education

  • University College Dublin
    Bachelor of Science - BS, Sports and Exercise
    2009 - 2012

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