Pension Case Manager

Sanderson are working with a growing life, pensions and investment company to recruit a Pensions Case Manager whose purpose will be to develop broker relationships and deliver excellent service as the provider of choice for pension products.

Responsibilities:

• Cultivate strong relationships with brokers by delivering exceptional service, positioning the company as the preferred provider for pension products.
• Offer administrative support to the Sales Team as needed.
• Provide outstanding customer service by addressing diverse and complex inquiries from brokers and policyholders.
• Effectively manage and prioritise your workload to meet deadlines consistently.
• Continuously update and enhance policies and procedures related to service delivery and administrative tasks.
• Contribute ideas and insights towards the future development of our pension products.
• Ensure all actions comply with the principles of Treating Customers Fairly and the Consumer Protection Code.
• Keep records in line with the company’s policies and procedures.

Requirements:

• QFA Qualified or working towards it. APA at a minimum.
• Experience in processing and handling queries on all pension products.
• Previous experience in a Customer Service role.
• Ability to meet deadlines/ SLAs and manage priorities.
• Excellent communication and administration skills.
• Demonstrate problem solving skills.

For more information apply online or contact Amy Blake in Sanderson on 086 083 0168