Shepherds Friendly is a modern mutual society, offering a variety of adult and childrens financial products and services such as ISAs, savings plans, life insurance and income protection. Located in south Manchester in the heart of Cheadle village, the Society has been providing financial security to members for almost 200 years.
Guided by our values of working together, doing the right thing, and making a difference, we are committed to delivering a service which helps our members plan their finances and secure their familys future. In a world of financial complexity, we believe in the power of simplicity.
We are currently recruiting for a Member Services Representative (12-month Fixed Term Contract) within the Member Services department to join our team of talented individuals.
In this role you will be responsible for:
1. Providing an excellent and responsive service to members via inbound calls and emails.
2. Being professional, clear and transparent in your approach to members at all times.
3. Fully empathising and putting the needs of the member first so that they feel valued and have trust in the organisation.
4. Meeting and striving to exceed member services KPIs.
5. Being able to use multiple systems simultaneously.
6. Maximising any potential sales opportunities by educating the members and potential members, about how Shepherds plans can benefit them and their famil...