Agency Enquires Agent (Finance)

TL;DR

Agency Enquires Agent (Finance): Handling inbound queries and managing commission-related investigations for intermediaries with an accent on high-quality customer service and accurate data recording. Focus on resolving complex fee enquiries and maintaining service level agreements in a collaborative financial services environment.

Location: Hybrid (Cardiff, UK)

Salary: from £24,720

Company

hirify.global is a leading UK financial services group and major global investor providing retirement and protection solutions.

What you will do

• Handle inbound calls and written queries from intermediaries and internal customers.
• Investigate and resolve commission and fee-related enquiries.
• Manage individual workload to ensure adherence to service level agreements (SLAs).
• Record all customer interactions accurately within internal systems.
• Collaborate with team members to share knowledge and improve internal processes.

Requirements

• Previous experience in a customer service or contact center environment.
• Strong written and verbal communication skills.
• Ability to solve problems effectively and exercise sound judgement.
• High level of attention to detail and accuracy.
• Capacity to manage and prioritize tasks in a high-volume environment.

Culture & Benefits

• Annual performance-related bonus and share schemes.
• Generous pension contributions and life assurance.
• Healthcare plan for permanent employees.
• Minimum 25 days holiday plus public holidays, with option to buy/sell.
• Electric car scheme via tax-efficient salary sacrifice.
• Access to various high street and online discounts.