Work From Home - Insurance Representative
•Globalelitecareers· 2d
📣 Marketing⏰ Full-time🌱 Entry Level🇺🇸 Gillette, USA
2d ago
Davy·13 days ago
About us
At Davy, it’s the unique talents of all our people that have been the foundations of our success for almost 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future.
At Davy, you are the difference.
Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.
Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.
About the role
An exciting opportunity has opened up in our Client Services Team. The purpose of this role is to assist in managing all aspects of a diversified real estate portfolio valued at c. €400m with an emphasis on the residential assets but some commercial assets as well. The assets are held by Davy client pension accounts. The ideal candidate will be personable, ambitious and highly numerate having an objective of extending their experience in both finance and real estate.
In the role, the successful candidate will:
o Allocation of rent to client accounts. This role will include ongoing initiatives to automate this process;
o Administration of expenses including VAT;
o Assistance in the acquisition and sales processes;
o Assistance in the annual valuation process;
o Assistance in the annual LPT process;
o Assistance in annual RTB registration process;
o Liaison with professional advisors such as solicitors, agents and property managers;
o Addressing ad hoc queries from clients and their advisers;
o Designing of initiatives to deal with areas giving rise to queries.
Key relationships
The investments being managed in this area are held by clients of Davy Private Clients and Davy Select. As a result the key relationships are our colleagues in those teams who are the main points of contact for the clients in question.
The role will also have significant contact with other teams in Davy including finance, client operations, compliance and risk. In addition, the role will come into daily contact with solicitors, agents and other groups external to Davy.
About you
We are looking for somebody who has the following background and skills:
o Graduate or similar background which shows numeracy;
o Can demonstrate some understanding of finance, pensions and/or real estate;
o Attention to detail in all aspects of their role;
o Ambitious about growing a career in finance;
o Interested in further education.
o Excellent reporting skills to include asset and portfolio analysis and client communications;
o Strong communication skills and ability to build stakeholder relationships;
o Strong general administration skills, efficient typing skills and a high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
o Excellent organisational skills;
o Experience in managing internal and external teams;
o An ability to prioritise workloads.
What we offer
At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.
Health and Wellbeing
Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.
Reward and Recognition
We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.
Growth and Development
Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.
Positive Workplace
Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.
Values and Culture
Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.
Important Information
Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.
Appointment to this role is subject to the candidate's eligibility to work in Ireland.
Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.
Davy Group is a member of the Bank of Ireland Group.