Job Description
The successful candidate will develop strong relationships with brokers to position our company as the preferred provider for pension products.
Key Responsibilities:
* Cultivate and maintain exceptional broker relationships.
* Provide administrative support to the Sales Team as needed.
* Deliver outstanding customer service by addressing complex inquiries from brokers and policyholders.
* Manage workload effectively, meeting deadlines consistently.
* Update and enhance policies and procedures related to service delivery and administrative tasks.
* Contribute ideas towards future development of pension products.
* Evaluate actions against Treating Customers Fairly principles and Consumer Protection Code.
* Maintain accurate records in line with company policies and procedures.
Requirements:
* QFA qualification or working towards it.
* APA certification at a minimum.
* Experience handling queries on all pension products.
* Previous experience in Customer Service roles.
* Ability to meet deadlines, manage priorities, and communicate effectively.
* Problem-solving skills are essential.