Tax Customer Service Agent

Who We Are 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 Previous customer service experience essential

Excellent time management skills

Strong administration skills

Attention to detail

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)

Attractive & flexible pension contribution rates

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

Comprehensive health & wellbeing programme

Employee Assistance Programme

Active Sports & Social Club

Behavioural Competencies Required Strong communication skills but written and oral

Confident phone manner

Excellent organisational skills

Strong interpersonal and communication skills

Equal Opportunities & Data Privacy Notice 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 ourRecruitment Data Privacy Notice.

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