Customer Service Advisor – Life & Pensions

Diligenta; City of Edinburgh; Hybrid; GBP 24,000 - 25,000; Full time

Benefits offered by this job

Real Living Wage

No weekend or evening working

31 days annual leave

Annual discretionary bonus eligibility

Contributory pension scheme

Group Life Assurance

Group Income Protection

Carer’s Leave

Foster Leave

Fertility Leave

Retirement Leave

Annual volunteering day

Wellbeing programme and health checks

Perks at Work discounts

Car lease scheme and Jaguar Land Rover

Job summary

Diligenta in Edinburgh seeks a Customer Service Representative to support customers via telephone about life assurance, savings, investments or pension plans. You will handle calls and provide a seamless service during critical moments.

Comprehensive training is provided; previous financial services experience is not essential. The role offers a supportive environment with opportunities across family of roles and a competitive benefits package.

Qualifications

• Proficient in Microsoft Office (Word & Excel).
• Customer service experience not required due to comprehensive training.

Responsibilities

• Handle front-line telephony for life assurance, savings, investments or pension plans.
• Process updates to keep policies running smoothly and ensure a seamless customer experience.

Skills

Microsoft Office (Word & Excel)

Job description

Diligenta in Edinburgh seeks a Customer Service Representative to support customers via telephone about life assurance, savings, investments or pension plans. You will handle calls and provide a seamless service during critical moments.

Comprehensive training is provided; previous financial services experience is not essential. The role offers a supportive environment with opportunities across family of roles and a competitive benefits package.