Pension Customer Service Agent

Candidate Source; Leeds; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading customer service provider in Leeds is seeking a motivated Pension Customer Service Agent. In this role, you will handle customer queries regarding life and pension accounts over the phone and via email, ensuring a positive experience. Ideal candidates will have customer service experience, preferably in financial services, strong interpersonal skills, and confidence using Microsoft applications. Join our team and enhance your experience in the pension industry.

Qualifications

• Experience within a call centre environment preferred.
• Life and pensions experience is an advantage.
• Ability to interpret data effectively.

Responsibilities

• Manage inbound calls for life or pension account enquiries.
• Provide clear responses and updates on pension products.
• Update client database with information from calls.

Skills

Customer service experience

Excellent interpersonal skills

Understanding of mathematics

Fluency in English

Confidence with Microsoft applications

Job description

We are looking for enthusiastic Pension Customer Service Agents to support with life and pension account enquiries. You will be responsible for providing a positive experience, working to resolve queries over the phone and email as well as completing administrative activities.

This is a great opportunity to join the pension industry, and further your experience in customer services.

What you’ll be doing as Pension Customer Service Agent :

• Manage inbound calls to discuss any enquiries relating to life or pension accounts.
• Provide a clear and efficient response within company guidelines that always puts the customer first.
• Providing updates and information where applicable around their pension product such as valuations, transfer progress, and balance.
• Spotting potential complex queries / complaints and raising these internally to ensure a swift resolution.
• Updating the client database with all key information acquired from the call.

We’re looking for a Pension Customer Service Agent with :

• Customer service experience within a call centre environment.
• Experience within life and pensions would be an advantage.
• Experience within financial services would be beneficial.
• Excellent interpersonal and empathy skills to really connect with each customer and make a positive experience on each interaction.
• Understanding of mathematics and interpreting data.
• English fluency both written and verbal.
• Confidence with Microsoft applications including excel.

Core hours : 37.5 hrs per week Monday to Friday. Shifts between 9am and 6pm.

Location : Leeds

Training : First 3 – 4 weeks

If you think you could be our next Pension Customer Service Agent Apply now.

Please note any offer is subject to satisfactory pre-employment screening checks. These consist of employment, activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.

We are committed to equality of opportunity for all hires and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

To help you stay safe in your job search we will never ask for your bank details at the application stage.