Estate Planning Call Center Specialist (Growth Path)

CO-OP; Bristol; Hybrid; GBP 23,000 - 28,000; Full time

Benefits offered by this job

Annual incentive scheme

30% off Co-op products

Pension with employer contributions

28 days holiday + bank holidays

Discounted gym membership

Training and coaching

Grocery Aid support

Early finish on Fridays

Job summary

CO-OP is seeking Call Service Representatives to join the Estate Planning Advisory team in Bristol or Sheffield. You will handle inbound and outbound calls, explain services, document customer queries, and support the team with various tasks.

This role offers hybrid working and training opportunities. You will thrive on empathy, solid communication, and the ability to meet performance targets within a customer-facing environment.

Qualifications

• Experience in a customer facing role.
• Excellent communication skills, written and spoken.
• Good general IT skills and familiarity with Word, Excel, Outlook.

Responsibilities

• Take inbound and make outbound calls to potential customers.
• Document queries and update records accurately.
• Explain services clearly and offer suitable solutions.
• Support the team with ad-hoc tasks and community outreach.

Skills

Customer service

Communication

IT literacy

Target driven

Call handling

Tools

MS Office

CRM software

Job description

CO-OP is seeking Call Service Representatives to join the Estate Planning Advisory team in Bristol or Sheffield. You will handle inbound and outbound calls, explain services, document customer queries, and support the team with various tasks.

This role offers hybrid working and training opportunities. You will thrive on empathy, solid communication, and the ability to meet performance targets within a customer-facing environment.