Call Service Representative – Estate Planning Advisory

About the role

Join the expanding Estate Planning Advisory team at Co-op as a Call Service Representative. You will be the first point of contact for customers, handling inbound and outbound calls with empathy and professionalism while gaining exposure to legal services.

Key responsibilities

• Take inbound calls and make outbound calls to potential customers enquiring about services.
• Accurately document customer queries and update records in the system.
• Explain Co‑op services clearly and offer tailored solutions.
• Complete ad‑hoc tasks to support the wider team.
• Engage with local community groups to promote free advice information clinics.
• Research new community groups suitable for hosting clinics.

Required profile

• Experience in a customer‑facing role.
• Ability to meet performance and productivity targets.
• Strong written and verbal communication skills.
• Good general IT proficiency.
• Flexibility to adapt in a fast‑paced environment.

Required skills

• Microsoft Word
• Microsoft Excel
• Microsoft Outlook

What we offer

• Hybrid working model with training at office locations.
• Annual incentive scheme based on personal and business performance.
• 30% discount on Co‑op branded products.
• 28 days holiday (rising to 32 with service) plus bank holidays.
• Pension with up to 10% employer contributions.
• Discounted gym membership and coaching opportunities.