Agency & Commissions Assistant

Vitality; Bournemouth; Hybrid; GBP 22,000 - 29,000; Full time

Benefits offered by this job

Bonus schemes

Pension up to 12%

Vitality health insurance

Life Assurance

Job summary

Vitality is seeking an Agency & Commissions Assistant in Bournemouth on a hybrid basis. You will support Business Consultants, Brokers and Intermediaries by delivering accurate enquiries handling and timely information across agency administration and commissions.

The role emphasizes data protection, data integrity, and collaboration within the Agency & Commissions team to sustain Vitality's high service standards in a fast-paced financial services environment.

Qualifications

• Proven experience in managing broker relationships and delivering professional telephone service.
• Strong analytical and problem-solving abilities with attention to data accuracy.

Responsibilities

• Provide professional telephone and email support to Business Consultants, Brokers and Intermediaries.
• Handle commission and payment enquiries and data in agency systems with accuracy.
• Update agency system records and register advisers to franchise arrangements.
• Maintain compliance with data protection and regulatory standards.

Skills

Broker relationships

Phone/service delivery

Analytical problem solving

Attention to detail

Independent worker

Education

GCSEs (Maths & English)

Tools

Excel

Job description

Team - Agency & Commission

Working Pattern -

Hybrid - 2 days per week in the Vitality Bournemouth Office. Full time, 35 hours per week.

We are happy to discuss flexible working!

Top 3 skills needed for this role

• Proven Broker Relationship Management
• Strong Telephone Service Delivery
• Demonstrated Analytical Problem Solving

What this role is all about

We're looking for an Agency & Commissions Assistant to join Vitality's Agency & Commissions team within the Operations and Growth, Retention & Adviser Service division. This role plays an important part in supporting Business Consultants, Brokers and Intermediaries through the delivery of accurate, efficient and professional service across agency administration, commissions and payment enquiries. Based in Bournemouth on a hybrid basis, the position offers the opportunity to develop expertise within a fast-paced financial services environment while contributing to the high service standards Vitality is known for.

Key Actions

• Provide professional and efficient telephone and email support to Business Consultants, Brokers and Intermediaries
• Manage inbound enquiries, delivering accurate information and resolving queries to a high standard
• Investigate and respond to commission and payment queries across a range of financial services products
• Maintain and update agency system records, ensuring all data amendments are processed accurately and promptly
• Register advisers and panels to franchise arrangements in line with established procedures and controls
• Complete allocated work items efficiently while maintaining quality, accuracy and service level expectations
• Handle sensitive customer and adviser information in accordance with data protection requirements
• Identify, investigate and resolve issues while ensuring appropriate escalation where required
• Contribute to the smooth operation of the wider Agency & Commissions function through collaborative team support
• Maintain compliance with regulatory, operational and call quality standards across all interactions

What do you need to thrive?

• Previous telephony experience, ideally within financial services
• Experience communicating professionally with external third parties by phone and email
• Understanding of the importance of data protection and handling sensitive information
• Basic to intermediate Excel skills
• Positive and professional telephone manner
• Ability to manage challenging conversations effectively
• Strong attention to detail and accuracy
• Ability to work independently whilst contributing to team success
• Analytical approach to problem solving and investigating queries
• GCSEs including Mathematics and English

So, what’s in it for you?

• Bonus Schemes - A bonus that regularly rewards you for your performance
• A pension of up to 12%- We will match your contributions up to 6% of your salary
• Our award-winning Vitality health insurance - With its own set of rewards and benefits
• Life Assurance - Four times annual salary

These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page.

Fantastic Benefits. Exciting rewards. Great career opportunities!

We will

• Help you to be the healthiest you’ve ever been
• Create an environment that embraces you as you are and enables you to be your best self
• Give you flexibility on how, where and when you work
• Help you advance your career by playing you to your strengths
• Give you a voice to help our business grow and make Vitality a great place to be
• Give you the space to try, fail and learn
• Provide a healthy balance of challenge and support
• Recognise and reward you with a competitive salary and amazing benefits
• Be there for you when you need us
• Provide opportunities for you to be a force for good in society

We commit to all these things because we want you to feel that you belong, and are supported to be happy and healthy.