Aegon UK

About the Company

Our story started over 190 years ago, right here in the UK. We were originally founded as Scottish Equitable, but today we’re part of Aegon. We’re the UK’s largest investment platform, and we put financial wellbeing at the heart of our organisation. We work with customers, financial advisers and employers to provide pensions, savings and investment solutions to over 3.5 million customers nationwide.* We do that by partnering with financial advisers and providing workplace pension schemes to over 8,500 employers.* Simply put, there’s no longer a standard path through life. Today, there are as many options as life opportunities – and we’re excited about what this means for you. That’s why our purpose is to help people live their best lives. Want to be part of it? Find our latest roles at aegon.co.uk/careers * As at 31/12/2024

Listed Jobs

Company Name

Aegon UK

Job Title

Customer Care Associate

Job Description

**Job Title** Customer Care Associate **Role Summary** Serve as the first point of contact for customers, handling inbound calls and guiding them through the Aegon Platform to manage daily financial tasks related to pensions, savings, and investments. Deliver high‑quality, empathetic service while ensuring accurate documentation and adherence to company policies. **Expectations** - Minimum of 1‑2 years of customer‑service experience (contact centre, retail, hospitality, or similar). - Strong verbal communication and active‑listening skills. - Detail‑oriented with a focus on accuracy and compliance. - Proven ability to empathise, take ownership, and adapt to customer needs. - Proficient in Microsoft Office (Outlook, Teams, Word, Excel). - Willingness to participate in continuous training and skill development. **Key Responsibilities** - Receive and triage inbound customer calls in a timely, courteous manner. - Assist customers in navigating the Aegon Platform to access and manage pension, savings, and investment information. - Resolve customer inquiries, issues, and complaints following established procedures. - Record customer interactions accurately in the CRM system. - Escalate complex issues to appropriate team members while maintaining professional communication. - Uphold compliance with privacy, security, and regulatory standards. - Contribute to team performance metrics and quality assurance initiatives. **Required Skills** - Customer‑service expertise with a track record of high‑customer‑satisfaction scores. - Excellent written and verbal communication. - Problem‑solving and analytical thinking. - Empathy, patience, and customer‑centric mindset. - Adaptability to change, multitasking, and time‑management. - Basic understanding of financial products (pensions, savings, investments) is a plus. - Microsoft Office proficiency (Outlook, Teams, Word, Excel). - Familiarity with CRM systems and virtual call‑center technology is advantageous. **Required Education & Certifications** - High school diploma or equivalent (no specific degree required). - No mandatory certifications; completion of company‑provided training qualifies for role.

Peterborough, United kingdom

Hybrid

03-12-2025