Job title: Customer Service Agent (FTC - 12 month)
Reporting to: Customer Service Team Leader
Direct reports: None
SMF: None
Controlled functions: No
Hours: 35 hours per week, Monday to Friday. Any 7 hour shift between 8am to 6pm.
Purpose of the role:
- Act as an initial point of contact for customer enquiries by telephone, email and in writing
- Undertake administration activities for new and existing customers.
- Take personal responsibility for resolving customer issues and non-regulatory complaints, logging regulatory complaints, and liaising with other internal departments as required.
- Communicate the Society’s values in dealings with colleagues and customers with particular attention to the principles of Treating Customers Fairly and acting with integrity.
Key responsibilities:
- Handle customer and Intermediary telephone calls, letters, and emails.
- Investigate and respond to queries and non-regulatory complaints.
- Log regulatory complaints with our Complaints Team
- Take direct debit and card payments over the phone.
- Administer, process and issue claim forms, forms of nomination, trust deeds, assignments, power of attorneys, illustrations, surrender values, loan quotes, policy alterations and copy policies.
- Input data accurately and quickly, ensuring customer records are kept up to date.
- Ensure all customer correspondence is safely stored and available for reference.
- Complete online training modules in a timely manner
- Undertake ad hoc work when necessary.
Key result areas:
- Undertake all work in line with the Society’s service, values and quality standards.
- Ensure general administration work and the inputting of data is accurate and timely.
- Effective use of the Society’s systems and customer information.
- Maintain knowledge and understanding of the Society’s products and services.
- High personal standards in terms of attendance, time-keeping and general conduct.
Our values:
- Caring
- Dedicated
- Agile
- Credible
If you're interested in this role, please send your CV and a covering email/letter to our HR Team at HR@nationalfriendly.co.uk.