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.

This is a fixed-term contract.

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 our Recruitment Data Privacy Notice.