Estate Planning Call Specialist (Hybrid)

Co-op; Sheffield; Hybrid; GBP 25,000; Full time

Job summary

A community-focused organization in Sheffield is looking for a motivated Call Service Representative to join their Estate Planning Advisory team. This role involves taking inbound and making outbound calls while providing exceptional customer service. Candidates should have experience in customer-facing roles and strong communication skills. The company offers competitive benefits, including 28 days of holiday and career development opportunities, with a focus on community engagement and inclusion.

Benefits

30% off Co-op branded products

28 days holiday, rising with service

Pension contributions of up to 10%

Discounted gym membership

Coaching and training for career development

Emotional and financial support services

Qualifications

• Experience within a customer facing role.
• Great communication skills, both written and over the phone.
• Good general IT skills, comfortable using Microsoft Office.

Responsibilities

• Take inbound and make outbound calls to potential customers.
• Document customer queries and update records accurately.
• Explain services clearly to clients and offer customized solutions.
• Connect with local community groups for support clinics.

Skills

Customer service experience

Strong communication skills

Good IT skills

Ability to work towards targets

Adaptability in fast-paced environments

Tools

Microsoft Office Suite

Job description

A community-focused organization in Sheffield is looking for a motivated Call Service Representative to join their Estate Planning Advisory team. This role involves taking inbound and making outbound calls while providing exceptional customer service. Candidates should have experience in customer-facing roles and strong communication skills. The company offers competitive benefits, including 28 days of holiday and career development opportunities, with a focus on community engagement and inclusion.