Neilson Financial Services
Customer Service Agent
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Customer Care Agent
Hours: Monday to Friday – 9:00 am to 6:00 pm
Base Salary: £30,000, with progression up to £45,000 (with tenure)
Location: Windsor
Start Date: 14th September 2026
Hybrid (after training)
Neilson: Protecting families. Supporting customers. Together.
Since 2012, Neilson has grown into an award-winning, international life insurance provider with offices across the UK, US, Canada, Ireland, Australia, and New Zealand.
Our vision: to make life insurance simple and accessible to everyone. That means delivering clear guidance, responding with care, and ensuring every customer feels confident in their decisions.
Every customer interaction matters. Every conversation counts.
What We’re Looking For
- Experienced Customer Service Agents with strong verbal communication skills
- Individuals confident in handling both inbound and outbound calls
- Creative problem-solvers who deliver high standards of service
- Detail-oriented and solution-focused with resilience and a positive attitude
- A growth mindset with a willingness to learn
- Previous experience in customer service, insurance, or related sectors is advantageous
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 you’ll be doing:
- Managing customer enquiries regarding policies, amendments, and claims
- Handling inbound and outbound calls to assist with queries and retain customers
- Maintaining accurate client records and complying with regulatory standards
- Providing empathetic, professional responses and resolving objections confidently
- Administering claims and processing customer correspondence within set timescales
- Supporting projects designed to improve customer service
- Escalating complex issues appropriately while adhering to company procedures
Our values:
- Customer Focused: “We earn our customers’ loyalty by exceeding their expectations.”
- Results Driven: “We are passionate about results – through hard work, continuous improvement, and professionalism.”
- Team Spirited: “As individuals, we are good, but as a team, we are better.”
What You Get From Us
- Competitive salary with clear progression to £45,000
- Structured training and ongoing coaching from day one
- Incentives & rewards including Amazon & Love2Shop vouchers, tech gadgets, and more
- Hybrid working options based on performance and service length
- Life Assurance from day one
- Employee Assistance Programme for support in life’s challenges
- Wellbeing benefits: flu vaccinations, cycle-to-work scheme, eye test & glasses vouchers
- Pension scheme, 23 days holiday plus bank holidays
- Career progression opportunities with clear pathways
Get help with your application
Your very own career expert that helps elevate your application to the next level.
If you are passionate about making a difference, you thrive in a fast-paced and entrepreneurial environment and you want to be a part of a high-performing team, we would love to hear from you!
Accessibility For Job Applicants
We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. Our team will work with you to provide suitable accommodations to ensure your participation.
Equal Opportunity Employer
Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture.
“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
Skills
Location