Pensions Case Manager
We are seeking a highly skilled Pensions Case Manager to join our team at {company}. The successful candidate will be responsible for developing strong relationships with brokers, delivering exceptional service, and positioning our company as the preferred provider for pension products.
Key Responsibilities:
* Cultivate strong relationships with brokers by providing exceptional service and positioning our 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 prioritize 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.
About Us:
{company} is a growing life, pensions, and investment company. We are committed to providing excellent service and building strong relationships with our customers and partners.