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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong administrative skills within a pensions environment, with a focus on delivering excellent customer service and maintaining high accuracy in data entry and manual calculations. Proficient in using Microsoft 365 applications and adhering to quality management systems and regulatory policies.
Highest-signal resume keywords
Proven Administration ExperienceManual Calculation ProficiencyStrong Communication SkillsExcellent Data Entry SkillsPensions Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Manual CalculationsData EntryAdministrationQuality Management SystemsCustomer Service
Soft Skills
Attention to DetailOrganised ApproachPositive AttitudeProactive LearningTeam Collaboration
Tools & Technologies
Microsoft 365
Certifications & Qualifications
GCSE Grade C/4 in MathsGCSE Grade C/4 in English
Industry Keywords
PensionsCaseworkOperational RiskComplianceService Level Agreements
About the role
Key responsibilities & impact- Work toward team goals by delivering excellent customer service in line with procedures and Service Level requirements
- Process Change of Address, Name, Gone Aways, Outstanding premium letters, valuations, quotations, projections, policy details, amendments and corrections
- Handle Wakeup Packs, ad-hoc packs, record mismatch and suspense corrections, and multiple exception reports
- Answer member queries within agreed SLA targets across multiple communication channels
- Handle inbound and outbound telephone calls with members
- Adhere to Quality Management Systems and Capita and regulatory-body policies
- Complete relevant training, including mandatory e-learning, to develop pensions and internal systems knowledge
- Identify and report risks, complaints, and breaches to line management and/or Operational Risk & Compliance within deadlines
Requirements
What you’ll need- Proven experience in administration, ideally within a pensions or casework environment (must be evident on CV)
- GCSE Grade C/4 or above (or equivalent) in both Maths and English
- Proven experience performing manual calculations accurately and confidently
- Strong communication skills, including clear and professional written communication across channels such as web chat
- Previous experience handling telephone-based customer queries in a professional environment
- Excellent data entry skills and ability to work efficiently under pressure and meet tight deadlines
- High level of accuracy and attention to detail, with a strong focus on quality
- Confident using IT software, including Microsoft 365 applications
- Organised and methodical approach
- Positive and proactive attitude, with willingness to learn and grow
- Able to work independently and collaboratively within a team
Benefits
Comp & perks- 23 days' holiday (rising to 27) with the opportunity to buy additional days
- Discounted insurance policies
- Company matched pension
- Life assurance
- 15 weeks' fully paid maternity, adoption and shared parental leave
- Paternity pay of two weeks
- Discounts on retail, socialising, health and wellbeing, travel and technology
- Inclusive, barrier-free recruitment process and workplace support
