Vitality
Agency & Commissions Assistant
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Team - Agency & Commission
Working Pattern
Hybrid - 2 days per week in the Vitality Bournemouth Office. Full time, 35 hours per week.
We are happy to discuss flexible working!
Top 3 skills needed for this role
- Proven Broker Relationship Management
- Strong Telephone Service Delivery
- Demonstrated Analytical Problem Solving
What this role is all about
We're looking for an Agency & Commissions Assistant to join Vitality's Agency & Commissions team within the Operations and Growth, Retention & Adviser Service division. This role plays an important part in supporting Business Consultants, Brokers and Intermediaries through the delivery of accurate, efficient and professional service across agency administration, commissions and payment enquiries. Based in Bournemouth on a hybrid basis, the position offers the opportunity to develop expertise within a fast-paced financial services environment while contributing to the high service standards Vitality is known for.
Key Actions
- Provide professional and efficient telephone and email support to Business Consultants, Brokers and Intermediaries
- Manage inbound enquiries, delivering accurate information and resolving queries to a high standard
- Investigate and respond to commission and payment queries across a range of financial services products
- Maintain and update agency system records, ensuring all data amendments are processed accurately and promptly
- Register advisers and panels to franchise arrangements in line with established procedures and controls
- Complete allocated work items efficiently while maintaining quality, accuracy and service level expectations
- Handle sensitive customer and adviser information in accordance with data protection requirements
- Identify, investigate and resolve issues while ensuring appropriate escalation where required
- Contribute to the smooth operation of the wider Agency & Commissions function through collaborative team support
- Maintain compliance with regulatory, operational and call quality standards across all interactions
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What do you need to thrive?
- Previous telephony experience, ideally within financial services
- Experience communicating professionally with external third parties by phone and email
- Understanding of the importance of data protection and handling sensitive information
- Basic to intermediate Excel skills
- Positive and professional telephone manner
- Ability to manage challenging conversations effectively
- Strong attention to detail and accuracy
- Ability to work independently whilst contributing to team success
- Analytical approach to problem solving and investigating queries
- GCSEs including Mathematics and English
So, what’s in it for you?
- Bonus Schemes - A bonus that regularly rewards you for your performance
- A pension of up to 12% - We will match your contributions up to 6% of your salary
- Our award-winning Vitality health insurance - With its own set of rewards and benefits
- Life Assurance - Four times annual salary
Get help with your application
Your very own career expert that helps elevate your application to the next level.
These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page. Fantastic Benefits. Exciting rewards. Great career opportunities!
Our Promise to You
If you are successful in your application and join us at Vitality, this is our promise to you, we will:
- Help you to be the healthiest you’ve ever been
- Create an environment that embraces you as you are and enables you to be your best self
- Give you flexibility on how, where and when you work
- Help you advance your career by playing you to your strengths
- Give you a voice to help our business grow and make Vitality a great place to be
- Give you the space to try, fail and learn
- Provide a healthy balance of challenge and support
- Recognise and reward you with a competitive salary and amazing benefits
- Be there for you when you need us
- Provide opportunities for you to be a force for good in society
We commit to all these things because we want you to feel that you belong, and are supported to be happy and healthy.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London