Job Description
Pensions Case Manager
The ideal candidate will be responsible for developing broker relationships and delivering exceptional service as the provider of choice for pension products.
Responsibilities:
* Cultivate strong relationships with brokers by delivering exceptional service, positioning the company as the preferred provider for pension products.
* Offer administrative support to the Sales Team as needed.
* Provide outstanding customer service by addressing diverse and complex inquiries from brokers and policyholders.
* Effectively manage and prioritise your workload to meet deadlines consistently.
* Continuously update and enhance policies and procedures related to service delivery and administrative tasks.
* Contribute ideas and insights towards the future development of our pension products.
* Ensure all actions comply with the principles of Treating Customers Fairly and the Consumer Protection Code.
* Keep records in line with the company's policies and procedures.
Requirements:
* QFA Qualified or working towards it.
* APA at a minimum.
* Experience in processing and handling queries on all pension products.
* Previous experience in a Customer Service role.
* Ability to meet deadlines/ SLAs and manage priorities.
* Excellent communication and administration skills.
* Demonstrate problem solving skills.