Customer Service Apprenticeship
To efficiently process all duties expected of a Pension Administrator
Understand pension auto-enrolment legislation and requirements to support client written and telephone enquiries accurately, and process pension data accordingly
Able to review and understand client data provided in Excel
Producing and cross-checking pension contribution schedules within agreed timeframes
Maintaining records using NFP software
Ensure that client files are kept accurate and up to date
Ensure that all client history (at both the employer and employee levels) is fully documented
Working with the Pensions Regulator – online / telephone and email
Completing, issuing and recording statutory documentation in line with pension legislation
Working with a variety of pension providers/insurance companies - online / telephone and email
Answering employer/employee queries via telephone or email
Work with colleagues on routine outstanding work, ensuring clients are aware and understand requirements/consequences
Support the day-to-day workloads of the team, including inbox enquiries
Manage own allocated workload, taking on additional tasks during quiet periods
Report client dissatisfaction to the Team Lead and the Head of Customer Service accordingly
To develop, understand and work with clients under all systems and services within the Pension Team
To book client/employee calls with the Consultants/Wealth Management Team as required
Training:
The successful candidate will complete a Customer Service Level 3 Apprenticeship standard.
Training Outcome:
Excellent progression available within the company. The successful applicant will undertake more responsibilities as the Apprenticeship develops with a strong view to securing permanent employment on completion.
Employer Description:
NFP, an Aon Company, is a people and insurance risk management business that creates local and international sustainable solutions for organisations and employees.
Working Hours :
Monday - Friday.
Skills:
Communication skills,Organisation skills,Customer care skills