Client Support Representative - Doncaster, United Kingdom - My Pension Expert

My Pension Expert
My Pension Expert
Verified Company
Doncaster, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Role Summary:

As a member of the Client Support team, you will be point of contact for new clients.

Your responsibility will be to enhance My Pension Expert's reputation, by the prompt delivery of a quality customer service, increasing effectiveness and ease of doing business with us.


Outline of Role:


  • To provide and maintain excellent levels of customer service, providing a prompt and efficient response to enquiries
  • Take ownership and responsibility when handling customer enquires via inbound or outbound calls and other communication mediums, investigating and responding to queries and calls proactively and efficiently
  • Working closely with other departments to ensure clients pass through the transfer process with fluidity
  • Keeping in regular contact with external pension providers to ensure transfers are completed within the recommended timescales
  • Regularly updating clients with regards to their pension transfer
  • Contacting clients to retrieve any required information and to answer any queries they may have
  • Maintaining up to date client records on the business database
  • Dealing with confidential information

This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary

The Person

  • This role will suit a proactive and meticulous team player with strong interpersonal skills with a desire to learn and improve skills on an ongoing basis.
  • You will be naturally customer service focused with a genuine desire to help, a clear focus on quality and service and taking ownership for delivery of results.
  • You will require strong attention detail and excellent data entry skills.

Skills, Knowledge & Experience

  • Previous experience of working within an underwriting environment
    (Desirable)
  • Knowledge and experience of Pensions and Financial Services would be advantageous
    (Desirable)
  • Experience of working on the telephone
    (Essential)
  • Knowledge and experience of Microsoft Office and Outlook
    (Essential)
  • Ability to organize, multitask, prioritise and work under pressure
    (Essential)
  • Can do and flexible attitude
    (Essential)
  • Possess excellent written and verbal communication skills
    (Essential)
  • Previous experience of working with Customer Relationship Managements (CRM) software
    (Desirable)

Qualifications

  • GCSE Math's and English
  • Grade C or above
    (Essential)

Accountabilities & Working Relationships

  • Reports to Client Support Team Manager
  • Works within a team

Working Hours

  • Shift pattern
  • Monday to Friday 9am to 17.30pm
  • Required to work 1 evening per week (paid overtime at 1.5x) 17.30pm to 19.00pm

Benefits
This position represents an opportunity to work for a growing business.

  • Competitive salary
  • Discretionary bonus scheme
  • Contributory Pension Scheme
  • Opportunities for career progression with funded training

Job Types:
Full-time, Permanent


Salary:
Up to £26,300.00 per year


Benefits:


  • Casual dress
  • Company events
  • Company pension
  • Cycle to work scheme
  • Onsite parking
  • Referral programme

Schedule:

  • Monday to Friday
  • Overtime
  • Weekend availability

Experience:


  • Customer service: 1 year (preferred)

Ability to Commute:

  • Doncaster (required)

Work Location:
In person
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