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Customer care agent

Windsor
Permanent
Neilson Financial Services
Posted: 8 December
Offer description

Customer Care Agent

Start date: 19th January 2026

About the role: We are seeking a Customer Care Agent who is enthusiastic about providing exceptional customer service and thrives in a target-driven environment. The ideal candidate should be an excellent communicator with a keen attention to detail and the ability to handle pressure well. While knowledge of Financial Services is advantageous, it is not mandatory.


Responsibilities

* Deliver outstanding service to customers by addressing enquiries and requests promptly and managing the delivery of customer correspondences within the agreed company framework, timescale and deadlines.
* Maintain accurate client records and comply with regulatory requirements on all matters.
* Assist customers in making tailored changes to their policies as per their needs.
* Adhere to processes and procedures for all service-related matters and elevate issues as appropriate.
* Contribute towards projects designed to improve the service offered by the business.
* Handle the administration of organisational claims process.
* Proactively identify and report trends in customer enquiries to help improve products and services.
* Collaborate with cross-functional teams to resolve complex customer issues and ensure customer satisfaction.
* Participate in ongoing training and development programmes to enhance product knowledge and customer service skills.
* Maintain a high level of confidentiality when handling sensitive customer information.
* Achieve and exceed performance targets related to customer satisfaction, call handling times, and first-call resolution rates.


Knowledge & Skills

* Proven experience in a customer service role, preferably in a financial services environment.
* Ability to manage stress and maintain performance in a target-driven environment.
* Exceptional communication and listening skills, with the ability to explain complex information clearly and concisely.
* High level of attention to detail and accuracy in data entry and record‑keeping.
* Prior knowledge or experience in Financial Services is a plus but not required.
* Proficiency in using customer relationship management (CRM) systems and Microsoft Office suite.
* Strong problem‑solving skills and ability to think critically to resolve customer issues.
* Excellent time‑management skills and ability to prioritise tasks effectively.
* Flexibility to adapt to changing processes and procedures in a dynamic work environment.
* Ability to work collaboratively in a team whilst also being self‑motivated and able to work independently.
* Resilience and patience when dealing with challenging customer situations.
* Basic understanding of regulatory requirements in the financial services sector is desirable.


Benefits

* A competitive salary.
* 2 days work from home.
* Quarterly team nights out.
* A dynamic company with an engaging environment.
* Opportunities to grow and develop within the company.
* Recognition of staff achievements.


Seniority level

Entry level


Employment type

Full‑time


Job function

Other


Industries

Insurance

London, England, United Kingdom

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