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.
- Other info: Ideal for those who thrive under pressure and want to develop their skills.
- 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.
The predicted salary is between 22000 - 30000 € per year.
Hours: Monday to Friday – 9:00 am to 6:00 pm & 10:00 am to 7:00 pm (rotating schedule)
Base Salary: £30,000, with progression up to £45,000 (with tenure)
Location: Windsor
Start date: 29th June 2026
Neilson: Protecting families. Supporting customers. Together.
Since 2012, Neilson has grown into an award‑winning, international life insurance provider with offices across the UK, US, Canada, Ireland, Australia, and New Zealand.
Our vision: to make life insurance simple and accessible to everyone. That means delivering clear guidance, responding with care, and ensuring every customer feels confident in their decisions.
Every customer interaction matters. Every conversation counts.
What We’re Looking For
- Experienced Customer Service Agents with strong verbal communication skills
- Individuals confident in handling both inbound and outbound calls
- Creative problem-solvers who deliver high standards of service
- Detail‑oriented and solution‑focused with resilience and a positive attitude
- A growth mindset with a willingness to learn
- Previous experience in customer service, insurance, or related sectors is advantageous
What You’ll Be Doing
- Managing customer enquiries regarding policies, amendments, and claims
- Handling inbound and outbound calls to assist with queries and retain customers
- Maintaining accurate client records and complying with regulatory standards
- Providing empathetic, professional responses and resolving objections confidently
- Administering claims and processing customer correspondence within set timescales
- Supporting projects designed to improve customer service
- Escalating complex issues appropriately while adhering to company procedures
Our Values
Customer Focused: “We earn our customers’ loyalty by exceeding their expectations.”
Results Driven: “We are passionate about results – through hard work, continuous improvement, and professionalism.”
Team Spirited: “As individuals, we are good, but as a team, we are better.”
What You Get From Us
- Competitive salary with clear progression to £45,000
- Structured training and ongoing coaching from day one
- Incentives & rewards including Amazon & Love2Shop vouchers, tech gadgets, and more
- Hybrid working options based on performance and service length
- Life Assurance from day one
- Employee Assistance Programme for support in life’s challenges
- Wellbeing benefits: flu vaccinations, cycle‑to‑work scheme, eye test & glasses vouchers
- Pension scheme, 23 days holiday plus bank holidays
- Career progression opportunities with clear pathways
If you are passionate about making a difference, you thrive in a fast paced and entrepreneurial environment and you want to be a part of a high performing team, we would love to hear from you!
Accessibility For Job Applicants
We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. Our team will work with you to provide suitable accommodations to ensure your participation.
Equal Opportunity Employer
Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture.
Customer Care Agent in Windsor employer: Neilson Financial Services
At Neilson, we pride ourselves on being an exceptional employer, offering a vibrant work culture that fosters collaboration and innovation. Our commitment to employee growth is evident through ongoing training programmes and clear career progression paths, ensuring that our Customer Care Agents not only excel in their roles but also thrive in their professional journeys. With competitive salaries and a supportive environment located in the heart of Windsor, we empower our team to make a meaningful impact in the lives of families seeking financial protection.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Care Agent in Windsor
✨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 in Windsor
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.
