Your Dedicated Sales Support Team. Sales Support Team Two

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1 Your Dedicated Sales Support Team Sales Support Team Two

3 Our Sales Support Teams work with you to get it right first time for our Customers. At Zurich we are passionate about service and dedicated to making life easy for you, keeping you appropriately informed, communicating clearly and professionally. Throughout this guide, you will find handy contact details and you will also learn about your dedicated team. If you have any suggestions on how we can improve our service please feel free to contact me at or via your sales support team or broker consultant. Thanks, 1

4 Contact us Sales Support Team 2 Tel: or salessupport2@zurich.com Fax: /

Meet the Team Nikki is at the helm of Sales Support and she has too many years experience

Her experience stretches back to the old Eagle Star days and also includes a 17 year stint

But, like many Zurich people, she always knew she would return and in 2011 we were delighted

5 Meet the Team Nikki is at the helm of Sales Support and she has too many years experience then she would like to admit. Her experience stretches back to the old Eagle Star days and also includes a 17 year stint outside of the organisation. But, like many Zurich people, she always knew she would return and in 2011 we were delighted to welcome her back. Last year she took over the day-to-day Nikki Moorhead running of Sales Support and has already put in place numerous service improvements, with many more planned for this year. Our Sales Support Team 3

Meet the Team Sales Support 2 Simon Davey Simon is the team s Senior Supervisor.

He has an excellent knowledge of all functions of the company, and has a proven track record of managing large service focused teams.

Dermot Duffy With over fourteen years industry experience, Dermot has a keenly developed knowledge of the broker market and the technical processes involved in

He joined us from Irish Life, where he worked in Key Account Management and as a Project Consultant. He is an APA and holds a HDip from Griffith College.

6 Meet the Team Sales Support 2 Simon Davey Simon is the team s Senior Supervisor. He has thirteen years experience within Zurich Operations, and ten in a supervisory role. He has an excellent knowledge of all functions of the company, and has a proven track record of managing large service focused teams. He is QFA qualified and holds a BSc in Management. Dermot Duffy With over fourteen years industry experience, Dermot has a keenly developed knowledge of the broker market and the technical processes involved in providing a bespoke service to our clients. In his ten years with Zurich he has worked in both an Operations role and as a Broker Consultant. He joined us from Irish Life, where he worked in Key Account Management and as a Project Consultant. He is an APA and holds a HDip from Griffith College. Andrea Gregory Andrea has developed her expertise of the broker market over eight successful years working on both sides of the industry. She joined Zurich in 2012 from a fast-paced brokerage, and previously spent five years in Broker Support with Caledonian Life. She is QFA qualified since David Byrne David joined Zurich from the Pensions Board at the beginning of He is APA qualified and has a BA in Politics and History from Maynooth College. He previously worked in Sales and Marketing. 4

Meet the Team Sales Support 2 Sinead McHale Sinead is QFA qualified who joined Zurich in the summer of 2013 from an advisory role in a major brokerage.

She began her career in the industry with New Ireland Assurance, where she spent two years working in broker and policyholder support.

She spent two years in New Ireland Assurance after college, developing her skills in a support role for both brokers and policyholders.

7 Meet the Team Sales Support 2 Sinead McHale Sinead is QFA qualified who joined Zurich in the summer of 2013 from an advisory role in a major brokerage. She holds a BA in Business Studies from IT Sligo, specialising in Financial Services. She began her career in the industry with New Ireland Assurance, where she spent two years working in broker and policyholder support. Orla McCarthy Orla is a Business Studies graduate from University of Limerick, where she majored in Insurance & Risk Management. She spent two years in New Ireland Assurance after college, developing her skills in a support role for both brokers and policyholders. She joined Zurich in the summer of Marc Ebbs Marc joined Zurich in December 2012 and is now in his tenth year in the Financial Services industry. He worked in a large brokerage for over four years, and most recently as a compliance officer in an offshore investment firm. He is currently completing a diploma in Compliance. 5

Useful Contacts List Sales Support Team 2 Telephone: (01) 799 2903 or 1890 247 147 Email: salessupport2@zurich.

plc, Zurich House, Frascati Road, Blackrock, Co. Dublin.

8 Useful Contacts List Sales Support Team 2 Telephone: (01) or salessupport2@zurich.ie Fax: (01) / (01) Underwriting Underwriting Post All underwriting post should be addressed to: Chief Medical Officer, Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Technical Underwriting Queries Helpdesk Telephone: (01) / underwritingsupport@zurich.ie Fax: (01) Group PRSA New Business Group PRSA / Existing Business / Premium Collection Group PRSA Michelle Dempsey, Team Leader Telephone: (01) prsasupportteam@zurich.com 6

9 Useful Contacts List Group Corporate Pensions Specific Scheme Queries - Each Group Scheme has a dedicated Zurich Life contact. Rorie Lane, Corporate Business Manager, Group Corporate Pensions Telephone: (01) rorie.lane@zurich.com Liam McGuinness, Senior Team Leader, Group Corporate Pensions Telephone: (01) liam.mcguinness@zurich.com Lyndsey Harrison, Senior Team Leader, Group Corporate Pensions Telephone: (01) lyndsey.harrison@zurich.com Policy Benefits Pension Maturities Paul Ryan, Pension Maturities Telephone: (01) pensionmaturities@zurich.com Claims Eavan Harewood, Team Leader, Claims Admittance Telephone: (01) claimsadmit@zurich.com HELPFUL New Business Addresses For all New Business requirements - send them directly to proposalrequirements@zurich.com For all scanned application forms in PDF format, for all our products, send them directly to proposalforms@zurich.com 7

10 The Broker Centre Visit Zurich Life s Broker Centre for information. You can easily find Sales Support contact details 8

Client Dashboard Control - a single overview of your client s holdings The new Client Dashboard gives you a single overview of your client s total holding of policies with Zurich Life, extended

11 Client Dashboard Control - a single overview of your client s holdings The new Client Dashboard gives you a single overview of your client s total holding of policies with Zurich Life, extended across retirement, investment, savings and protection products. The New Client Dashboard To access the Client Dashboard, log on to the Broker Centre, look up the client s list of policies as normal and click on the Client Dashboard button: Please note, that clients accessing policy information on the Client Centre will also see their Zurich Life Dashboard. 9

12 Print Ref: ZURL ZURL CSA Zurich Life Assurance plc Zurich House, Frascati Road, Blackrock, Co. Dublin, Ireland. Telephone: Fax: Website: Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Intended for distribution within the Republic of Ireland.

ANNUAL CONFERENCE 2014

ANNUAL CONFERENCE 2014 Irish Financial Services Raising the Bar on Compliance, Culture and Conduct 23rd October 2014 Radisson Blu, Golden Lane, Dublin 8 www.acoi.ie Philip Brennan Chairman, ACOI and Managing