Customer Service Agent

Key Retirement Group Ltd; Preston; On-site; GBP 21,000 - 26,000; Full time

Benefits offered by this job

23 days holiday + bank holidays

Holiday purchase scheme

Tier 1 pension

Simply Health

Life Assurance

1 charity day

Job summary

More2Life, part of the Key Group, is seeking experienced Customer Service Professionals to join the Servicing department in Preston. You will handle inbound and outbound calls, log notes in the CRM, and liaise with servicing teams to resolve customer queries about lifetime mortgages.

We value strong communication and prioritise integrity, initiative and customer-focused service in a fast-paced, financial services environment.

Qualifications

• Experience in telephone-based customer service.
• Financial services or mortgage administration experience preferred.
• Excellent written and verbal communication.
• Ability to work in a fast-paced environment.

Responsibilities

• Handle inbound and outbound telephone support for More2Life customers.
• Log calls and notes on the CRM system.
• Liaise with servicing teams to address customer needs.
• Respond to enquiries in a professional, positive and timely manner.

Skills

Telephone-based customer service

Communication skills

Multitasking

Financial services knowledge

Tools

Outlook

Word

Excel

Adobe

Job description

We believe that helping people unlock a better retirement starts with helping everyone in our organisation unlock their true potential, and thrive.To do that, we’re mindful of staying true to the values that make us who we are, and proud of what we do.More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since it’s launch in 2008. Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the UK.We are looking for experience Customer Service Professionals to join us in our Servicing department. The main purpose of the role is to provide an exceptional service to our lifetime mortgage customers in all aspects of their dealings with More2Life.Main role & responsibilities:Working on the inbound and outbound telephone support line for More2Life customersLogging calls notes on CRM systemLiaising with other servicing teams depending on customer requirementsHandle all enquiries in a professional, positive and prompt manner.Required skills & abilitiesExcellent software skills, particularly Outlook & Word (Excel and Adobe also preferred).Ability to multi-task and manage own workload in a fast paced environment.Experience of working within a telephone based customer service led environment with inbound and outbound calls.Experience of working in the Financial Services industry, and in particular the mortgage administration and processing would be preferred but is not essential.First class communication skills, both written and verbal.Most of all we look for people who display and work around the core values of our business:Ambitious – to break ground to help our customers enjoy a better retirement.Supportive – relationships are key to everything we do.Personal – going above and beyond to offer exceptional service.Integrity – honest, true and transparent in all of our relationships.Responsive – whatever the challenge we’ll deliver the right result.Expert – experts in our field, our thirst for knowledge never stopsBenefits:23 days holiday, plus bank holidays. Rising to 28 days based on length of serviceAdditional holiday purchase scheme1 charity dayTier 1 pensionSimply HealthLife Assurance