- Reviewing and assessing customer servicing complaints related to their life or pension product.
- Taking ownership of a pipeline of cases and manage deadlines.
- Contacting customers to discuss points and outcomes.
- Monitoring outstanding queries and proactively chasing for information to close cases.
- Analysing and documenting call recordings and correspondence to aid decision.
- Updating systems accordingly to record outcome.
- Completing financial loss calculations and considering tax liabilities.
- Writing full final response letters.
- Assisting with progressing customer requests once the service complaint is resolved.
- Clear experience managing pensions complaints and a good knowledge of different schemes.
- Experience processing complex calculations with manual elements.
- Adaptability to work on multiple client systems.
- Strong communication and negotiation skills to interact with both customers, internal teams and third parties.
- Excellent attention to detail and letter writing proficiency.
- Diploma Level 4 qualification is advantageous but not essential.