John Fitzgerald

Experience

• 

  Scottish Provident

  Aug 2004 - May 2007

  Senior Pensions Administrator

  Completed and transferred policies that had matured using formulae to calculate the final transfer valueDesigned a project that helped with finalisations calculations and paying out and transferring member’s benefits Included a method of calculating fund switches and values to complete transferTrained new staff members on calculation methods Facilitated financial relationships with brokers and life assurance companies that achieved quick transfer of benefitsAssessed and responded to all member queries Show less

• 

  Fisher Recruitment

  Oct 2007 - Feb 2008

  Customer Service Advisor

  Compiling information on new business and updating all systems with customer informationStarting up new polices for individual membersManaging member phone queries on new policy set-up and issues

• 

  Mercer

  Jul 2008 - Aug 2011

  Senior Pensions Administrator

  Successfully managed a portfolio of schemes including SR Technics, Motorola and Irish PrideResponsible for completing full and complete transfer of schemes (which included liasing with legal department, auditors, actuaries, brokers, trustees, and financial providers)Regularly explained complex pension terms in simple language to members and brokers and assisted them in a polite and professional manner, ensured that any queries were followed throughBuilt strong relationship with brokers and life assurance companies to accelerate the process and deliver resultsSelected to train new employees on the company ‘buddy’ systemDevised a method of calculations to administer levy in all pension schemesTracked down deferred members of schemes through investigation, placing advertisements in newspapers and liasing with department of social welfarePurchased annuities, Personal Retirement bonds with financial providers on behalf of members and paid out lump sums to members where applicable Show less

• 

  BMW Financial Services

  Jan 2012 - Apr 2018

  • Sales Support Advisor (Regional Sales Team)

    Apr 2016 - Apr 2018

  • New Business Team Administrator

    Jan 2012 - Mar 2016
• 

  BMW Group

  Apr 2018 - now

  Regional Manager