
Tax Customer Service Agent
3 weeks ago
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At Cornmarket
, we look after the financial wellbeing of public servants and their families.
We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.
Role Purpose
We are looking for a Customer Service Agent to join our Tax Return Team.
The successful candidate will offer administrative support to a busy tax team.
Our Tax Customer Service Advisors are responsible for day to day phone cover, answering general client queries and directing calls to Tax Advisors as well as handling client policy administration.
Accountabilities of the Role
Process incoming tax return forms and supporting documentation effectively and efficiently within agreed timelines.
Administer day to day requirements of our policy holders
Administer day to day requirements of our policy holders
Answer client queries and allocate client correspondence
Advise customers regarding their membership, benefits, process & progress over the phone
Have a professional and empathetic approach to customer queries
Build familiarity with client base
Handle complaints and communicate decisions by presenting available solutions and options, ensuring clients are treated professionally at all times
Ensure that information provided is correct, complete and up to date by consulting the relevant data source
Comply with risk control and regulatory requirements that are relevant to this role
Maintain commercial awareness relevant to this role
Skills & Knowledge Required
Highly Organised
Prioritisation and organisation skills
Some tax knowledge desired but not essential
What We Can Offer You?
Flexible working from home options as part of our Cornmarket Flex ways of working
Significant investments in your professional development (e.g.
insurance qualifications, professional qualifications relevant to your role)
Annual leave (increases based on service)
Flexi leave (option to take additional annual leave)
Health insurance or wellness subsidy
Fully paid family leave types (maternity/paternity/surrogacy)
Performance based bonus/commission
Income protection
Life cover
Discounts on financial products
Employee Assistance Programme
Active Sports & Social Club
Strong communication skills but written and oral
Excellent organisational skills
Strong interpersonal and communication skills
Cornmarket is committed to building an inclusive workplace environment, We're proud to be an equal opportunity employer, striving to create a welcoming environment.
All qualified applicants will be considered for employment without regard to age, disability, ethnic background, family status, gender identify or expression, marital status, membership of the Traveller Community, national origin, race, religion, sexual orientation.
We are also committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process.
To request an accommodation, please contact our Talent Acquisition Team.
To review our data use practices, visit our
Recruitment Data Privacy Notice
.
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