Customer Operations Representative

Phoenix Group

Flexible working is a core part of our employee offering and it's advertised as standard on all our job adverts, including being open to part-time (e.g. 4 day week @ 80% salary)

Only considering candidates eligible to work in Norwich, UK ⚠️

Job Type: Permanent. Start date 20th January.

Location: This role is based at our Norwich office and is office-based.

Flexible working: This is a full-time role. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about Phoenix Flex here.

Closing Date: Wednesday 4th December.

Salary and benefits: £23,000-£24,000 plus 8% bonus up to 16%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.

We have an incredible opportunity to join us here at Phoenix Group as a Customer Operations Representative to join our Customer Services Back-Office team..

Who are we?

We want to be the best place that any of our 6,600 colleagues have ever worked.

We’re the UK’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.

The role

This is an administration role where you will be responsible for responding to queries from our life and pensions customers and financial advisors, relating to their life and pension products. This could be via letter, email or telephone. You will be required to handle and resolve customer queries accurately and effectively, ensuring the best possible customer experience. You will take inbound calls and make outbound contact with customers, recognising when they need extra support and tailoring your approach to match their needs and circumstances.

You can expect to build valuable customer relationships by developing a solid understanding of customer and intermediary needs while aiming to deliver the right outcome. You will also be responsible for ensuring that all customer security checks are performed and will seek to identify potential problems, taking suitable action to correct or escalate any issues.

What are we looking for?

  • You will be process-driven and possess a keen eye for detail.
  • An excellent communicator capable of clearly and effectively presenting ideas to stakeholders.
  • A passion for customer service with a commitment to deliver on your promises and going above and beyond for our customers.
  • Computer literacy and willingness to learn new systems and technologies.
  • No requirement for any contact centre or financial services experience as full and ongoing training will be provided.

We want to hire the whole version of you.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.

 If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

Find out more about #LifeAtPhoenix

This role is in scope of the transformation of our Reassure business by 2026.

We are extending our existing strategic partnership with the leading IT services provider Tata Consultancy Services (TCS). This means that over the next two years, we’ll be moving our customers to a new technology platform. As well as this, we’ll transition some roles over to TCS’s UK subsidiary, Diligenta. This role is in scope of this work which means initially you will be employed by Phoenix Group and over time your role will transition to Diligenta. Your recruiter will explain more about this during the recruitment process.

#LI-JS1

#ONSITE

Phoenix Groupthephoenixgroup.com

The UK's largest long-term savings and retirement business.

Working Week

Flexible working is a core part of our employee offering and it's advertised as standard on all our job adverts, including being open to part-time (e.g. 4 day week @ 80% salary)

  • Mon
  • Tue
  • Wed
  • Thu
  • 🏖️
    Fri

Our Vacation Policy

We offer 38 days annual leave including bank holidays, with the option to buy 5 additional days.

  • 38 days PTO
  • 52 unpaid Fridays
  • 90 days off per year

Remote Working Policy

We offer hybrid work with options to work from various UK offices.

Company Benefits

  • Health insurance
  • 401(k) company contribution
  • Transparent Salaries
  • Generous parental leave
  • Dentalcare
  • Equipment allowance
  • Life & Disability Insurance
  • Professional Development Budget
  • Mental Health Support

Desirable Skills and Experience

  • Process driven
  • Attention to detail
  • Excellent communicator
  • Customer service
  • Computer literacy

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