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For Companies At a Glance
- Tasks: Provide exceptional customer service and manage enquiries in a fast-paced environment.
- Company: Join Neilson, a leading life insurance provider with a global presence and innovative products.
- Benefits: Enjoy a competitive salary, potential for growth, and ongoing training opportunities.
- Why this job: Be part of a high-performing team making a real difference in people's lives.
- Qualifications: Customer service experience is preferred; financial services knowledge is a bonus but not required.
- Other info: Ideal for those who thrive under pressure and want to develop their skills.
The predicted salary is between 22000 - 30000 £ per year.
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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Customer Care Agent employer: Neilson Financial Services
Contact Detail:
Neilson Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Care Agent
✨Tip Number 1
Familiarise yourself with Neilson's brands and products, such as British Seniors and Smart. Understanding their offerings will help you engage more effectively during interviews and demonstrate your genuine interest in the company.
✨Tip Number 2
Brush up on your customer service skills, especially in a target-driven environment. Practising scenarios where you handle difficult customers or resolve issues quickly can give you an edge in demonstrating your capabilities.
✨Tip Number 3
Network with current or former employees of Neilson to gain insights into the company culture and expectations. This can provide you with valuable information that you can use to tailor your approach during the application process.
✨Tip Number 4
Prepare for potential role-play exercises or situational questions during the interview. Being able to showcase your problem-solving skills and ability to think on your feet will be crucial for a Customer Care Agent position.
We think you need these skills to ace Customer Care Agent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant customer service experience, especially in a target-driven environment. Emphasise your communication skills and any experience you have in financial services, even if it's not mandatory.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how you've delivered exceptional customer service in the past and how you can contribute to Neilson's mission.
Highlight Key Skills: In your application, focus on key skills mentioned in the job description, such as attention to detail, problem-solving abilities, and proficiency with CRM systems. Use specific examples to demonstrate these skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Customer Care Agent.
How to prepare for a job interview at Neilson Financial Services
✨Show Your Enthusiasm
Make sure to express your passion for customer service during the interview. Companies like Neilson value candidates who are genuinely excited about helping customers and making a difference in their lives.
✨Demonstrate Communication Skills
Prepare to showcase your exceptional communication abilities. Practice explaining complex information clearly and concisely, as this is crucial for a Customer Care Agent role.
✨Highlight Attention to Detail
Be ready to discuss examples from your past experiences where your attention to detail made a significant impact. This is particularly important in maintaining accurate client records and complying with regulatory requirements.
✨Prepare for Stress Management Questions
Since the role involves working in a target-driven environment, be prepared to answer questions about how you manage stress and maintain performance under pressure. Share specific strategies that have worked for you in the past.
