Pensions Administrator

Details of the offer

Role: Customer Service Representative Financial Services Job Type: Fixed Term Contract - 12 Months (Full-Time) Location: Letterkenny, Co. Donegal (Fully onsite) 360 Search are recruiting on behalf of one of Ireland's most renowned Financial Service Providers, hiring a Customer Service Representative to join their Team of a full-time, contract basis. The successful candidate will be responsible for answering inbound calls from customers as well as performing operations of an administrative and organisational nature. Dealing with a variety of queries and requests relating to Investment, Pensions & Life Insurance products. The Firm are particularly interested in seeing candidates who have experience in the Pensions industry. This is an exciting opportunity to learn new skills and further your experience in an investment, insurance, and retirement environment. Key Responsibilities The primary role of the Customer Service Representative is to handle various types of enquiries and requests related to personal data & information. To be knowledgeable about clients products and services as well as the industry rules and regulations that govern these products and services. Handle requests/problems for customers; investigate the situation, determine appropriate course of action, and follow through with the customer on resolution. Assist customers with account-related requests; research and resolve enquiries; respond to client enquiries promptly, effectively, and professionally. Handle client policy servicing and financial transaction requests. Completion of new business set ups, maintaining new business logs and reports and following up on cases where required. Monitoring all policies where documentation is outstanding, issuing reminder letters and sending for cancellation, if required documentation is not received within agreed timelines. Following up on documentation queries, new business set up queries, app queries and for ad hoc queries as required. Strive to exemplify the core value of providing world class customer service in every customer interaction. Supporting the callback function during periods of high call volume. Use computerized system for tracking, information gathering, providing information, referrals, and routine transactions and/or troubleshooting. Thoroughly document calls and corresponding details. Use feedback to identify opportunities for continual performance improvement. Display flexibility for other issues/tasks as they arise. Comply with all Company Policy and procedures and all applicable laws and regulations including but not limited to the Central. Experience required: Experience in a Customer Service or Administration position, specifically with exposure to Pensions, Life Insurance or Investment products. A professional manner with excellent communication skills both verbal and written. Attention to detail is a must. Excellent interpersonal and customer service skills. Verbal and written fluency in English is a must have as this role will be dealing exclusively with our Irish insurance Life & Pension market Good aptitude for technical learning, as there are quite a few systems you will need to learn and be proficient within. An ability to prioritise own workload, work to strict deadlines and effectively manage time. The capacity to work well in a high-pressure work environment. Ability to work as part of a team and independently. A demonstrated ability to work independently and collaboratively within a dynamic environment. Discretion in handling confidential and sensitive information is essential. Proficiency with Microsoft Office Suite. Good to have: APA or QFA designation with LIA or Institute of Bankers Consumer Protection Code Experience. Rewards & Benefits Our competitive salary packages feature pension, health care, life assurance, laptop, phone, access to extensive training resources and discounts within the largernetwork. Skills: Admin Work Customer Service Administrator


Nominal Salary: To be agreed

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