Customer Service Administrator (Pensions)

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VN-5576

Permanent

Cardiff

15,500 - 24,500

4 October 2017

We have excellent opportunities for Pension Administrators to join our growing Workplace Pensions business in Cardiff.

1.Service Proposition

Use work tools and web-based services, prioritise own work and proactively support the Team Manager and other team members to meet service levels, targets and customer expectations to a customer population ranging from sophisticated, high net worth individuals to non-advised, low tech individuals across the full suite of Workplace Savings products and propositions.

2. Technical Expertise

Acquire and utilise your technical expertise in product, systems, legislation and processes as laid out in the knowledge and skills matrix, in order to maximise your contribution to the area and ensuring customers are provided with the correct information to manage and plan for retirement.         

3. Efficiency Improvements

Look to continually improve efficiency, by effectively managing and resolving exceptions created by our IT system framework & customer population, in order to maximise productivity whilst maintaining a consistently cost-effective, quality service.

4. Data Analysis

Record accurate information and process work within agreed external service levels.  Provide accurate and timely updates therefore ensure deadlines are met and quality levels are achieved in order to deliver a high standard of customer service and ensuring data can be provided for internal MI reporting.

5. Controls

Assist the team and department to adhere to pension regulations and in the identification and management of regulatory and financial risks, breaches and complaints, in order to reduce the risk of reoccurrence ensuring the Customer Experience is maximised, whilst still providing the required Levels of Customer & Business protection.

6.  Relationship Management

Analyse feedback from all sources and lead discussions around the Workplace Savings proposition so that customers’ reasonable expectations of performance and service are met and where failings are identified, provide information to relevant areas to enable changes to be made. In line with TCF principles, develop relationships with key third parties so that current customers want to remain with us, and new customers want to join us.

7. Customer Transactions

Take full responsibility for the servicing of contributions and ensure money-laundering requirements are met and all monies are applied to contracts promptly and accurately to minimise the risk of financial loss or damage to the companies reputation.

 

Communication

  • Communicate clearly and confidently, demonstrating good listening and questioning skills
  • Build relationships with external and internal customers
  • Maintain a positive and professional approach to customers and colleagues
  • Proactively share knowledge
  • Keep the customer informed
  • Good letter writing skills and application of “Clear & Warm” techniques
  • Attendance and positive contribution to team states of play (SOP) meetings
  • Demonstrate good telephone technique and maintain expected standards
  • Keep up to date with SharePoint communication and records

Planning & Organisation

  • Demonstrate personal time management and organisation skills to effectively manage daily workload
  • Effective preparation for customer & internal events and personal time management
  • Ability to effectively delegate to colleagues
  • Manage email and folders to clearly demonstrate when customer enquiries are outstanding, in progress or completed
  • During absence ensure a buddy system is in place to deal with work and respond to customer enquiries
  • Able to ask for help and support where required
  • Prompt attendance at briefings and meetings
  • Timely escalation of issues
  • Tidy desk and floor approach

Results driven

  • Seek to improve performance and efficiency of self, others and processes in order to achieve targets and increase profitability
  • Appreciate the importance of achieving and where possible exceeding targets and service levels, using a continuous improvement approach
  • Take ownership and honour promises made
  • Use sound judgement to escalate issues where appropriate or make decision to progress issues
  • Demonstrate problem solving techniques

Interpersonal Skills

  • Fully adhere to TCF principles at all times
  • Proactive approach to query resolution
  • Demonstrate empathy when dealing with colleagues and customers
  • Develop effective relationships with colleagues
  • Able to deliver coaching and feedback
  • Be positive, upbeat and enthusiastic
  • Commit effort to overcome obstacles
  • Respond quickly and with a sense of urgency to resolve customer needs and requirements
  • Seek relevant information to provide excellent customer service including escalation to lead users or management team
  • Strive to demonstrate role model behaviour at all times
  • Demonstrate innovation
  • Consistently demonstrate pace and energy in approach to work and resolving queries and issues
  • Lead by example by displaying the key L&G behaviours

Personal Development

  • Identify and initiate self development in line with skills matrix and personal development plan
  • Familiarise yourself with the L&G intranet
  • Identify and volunteer for appropriate roles
  • Volunteer and actively participate in forums and initiatives
  • Be flexible and open to the changing requirements of the market and take opportunities to learn new skills.
  • Demonstrate the ability to raise your game when faced with a challenge or opportunity

Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, 22 days’ (with potential to rise to 26 days) holiday, discretionary performance related bonuses, paid overtime, a variety of share schemes, discounts at both a huge range of high street stores and our own great products, your hard work will be rewarded when you join us.

For further information, please contact Alyson.macdonald@landg.com

Normal working hours are 35 hours per week Monday to Friday 9-5 , some flexibility may be required.

About L&G

We take pride in being there for our customers. We help them deal with whatever life has in store and support them in achieving financial security; and that’s thanks to the talented and dedicated people who work with us. For us, ‘social responsibility’ is not just a buzzword. It defines us and runs through everything we do for our customers and as an employer. And working with us, you’ll get a competitive reward package and have the flexibility and autonomy to deliver your personal, business and career goals.

About the business area

Legal & General Investment Management (LGIM) is one of Europe’s largest institutional asset managers and a major global investor. And throughout the past 40 years we’ve built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions.

About L&G

We take pride in being there for our customers. We help them deal with whatever life has in store and support them in achieving financial security; and that’s thanks to the talented and dedicated people who work with us. For us, ‘social responsibility’ is not just a buzzword. It defines us and runs through everything we do for our customers and as an employer. And working with us, you’ll get a competitive reward package and have the flexibility and autonomy to deliver your personal, business and career goals.

About the business area

Legal & General Investment Management (LGIM) is one of Europe’s largest institutional asset managers and a major global investor. And throughout the past 40 years we’ve built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions.