Customer Success Manager Pension Transfer Manager
PensionBee, United Kingdom
Job Description
- Full-time reporting to Team Leader, Customer Success Team
- London Blackfriars, / Remote (UK)
- UK Right to work required
- 25,857, annual bonus and share options
- Start Date: Mid September 2022
- Closing date for applications 31/07/2022
Description
For far too long, pensions have been difficult to understand. PensionBee makes pensions simple so you can look forward to a happy retirement. Founded in 2014, we are well on our way to become a leading online pension provider. Since April 2021 we are listed on the LSE which has accelerated our growth.
Whether you want to get on top of your old pensions and combine them into one new plan, drawdown hassle free from the age of 55 or start a new pension, as a leading pension provider, we’ve helped over 500,000 registered customers to become pension confident.
About the role
Our Customer Service Team goes above and beyond to ensure customers feel supported and that their move to PensionBee is as smooth as possible. Our company values are Love, Honesty, Innovation, Simplicity and Quality. These values guide our everyday decisions and provide a framework for us all to live and work by.
Within the team we have Pension Transfer Managers (Nectar Collectors) and Customer Success Managers (BeeKeepers) who work closely together . Our BeeKeepers are responsible for all customer communications via phone, live chat and email. They keep our customers updated on their pension transfers, explain pension processes in a simple, jargon-free way, and deal with inbound customer queries in a timely manner. Nectar Collectors work behind the scenes dealing with other pension providers, taking and making calls, processing pension paperwork, and initiating pension transfers, predominantly through the electronic transfer system ‘Origo’. We are currently hiring for both roles.
Key responsibilities
Requirements
The key skills required are:
- Exceptional attention to detail
- Strong work ethic and a team-orientated spirit
- Good problem-solving skills
- Clear written and spoken English and excellent communication skills
- A personable attitude - our teams work closely together
- Prior knowledge of the pension market is advantageous, but not required as full training will be given
We welcome all candidates and are proud to have been awarded Employer of the Year at the Financial Adviser Diversity in Finance Awards 2021 and UK Fintech Awards 2022 for Diversity and Inclusion. We believe the right drive is often more important than the full amount of relevant experience or degrees, so if you have an interest in the role and are passionate about what we do, get in touch.We want everyone to be able to access the same opportunity, and some people might need extra support to have this access. If there’s an adjustment we can make that would help you perform to the best of your ability during the application process, like using a computer during a task instead of writing by hand, or booking in time for a longer interview, please let us know.
The Hiring Process
Please specify in your application which role you are applying for. Successful candidates will be invited to an online interview with a Team Leader.
Following the interview, if you’re selected for the next stage, we would like you to meet us and the team online during an insight afternoon. Here, you will learn more about PensionBee, as well as participate in a test call, take an online skill test specific to your role, and get the chance to talk more about our company values and your interpretation of them.
Benefits
- Competitive salary, end of year bonus and equity schemes.
- 25 days annual leave, 5 extra days for parents of children under 18 and generous Maternity, Paternity amp; Adoption Leave.
- Per