Agency Administration Analyst (12 Month FTC)

Legal & General is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, aiming to build a better society for the long term by investing our customers’ money in things that make life better for everyone and create value for our shareholders.

Our Group Functions provide the services that all areas of the business need. This requires a talented and diverse team behind the scenes, who enable everyone at L&G to do what they do best. 

Joining us means helping to improve the lives of our customers and contributing to the success of the business every day.

We’re recruiting for a Agency Administration Analyst to join us. In this role you will support the various business divisions on-boarding and agency servicing processes for all Intermediary Sales Channels, adhering to FCA regulations, internal compliance and operational standards. You will be responsible for managing agency appointments, terminations, transfers, letters of authority and maintenance of contractual relationships in strict accordance with the FCA critical guidelines. In addition provide an excellent service to all Customers in respect of investigation and alteration of any agency related requests.

What you'll be doing:

• Develop and maintain a professional customer care approach to all Legal & General Intermediaries by the generation and alteration of any agency, policy and commission records, ensuring regulatory guidelines are maintained for all requests and transfers received within the agreed SLA standards set out
• Ability to interact with both internal and external customers in difficult and sensitive situations
• Process applications, terminations, agency transfers and any policyholder transfer requests along with any other administrative activities to ensure that Legal & General’s agency records and contracts are accurate and managed in accordance with regulatory requirements
• Identify applications and documentation where it would be against Legal & General’s interests or in breach of regulatory rules to appoint an Agent and reject any such cases, carefully documenting and/or reviewing all contentious issues to show grounds for rejecting an applicant or request
• Investigate all control monitors and regulatory reports that identify potential problems with commission or agency records highlighting any manual errors or system anomalies, thus preventing incorrect agency payments or agency reporting, recoveries and earned commission information being applied
• Provide a full support service to our front office Agency Enquires Team when required in providing cover for the telephone Helpline and able to deal with all agency related queries ensuring an ongoing service excellence is maintained to all our customers throughout
• Work as a team to achieve team objectives and to perform to agreed SLA standards and business objectives in respect of quality, quantity and timelines

Who we're looking for:

• Strong written and verbal communication, able to respond and react to customers appropriately building a rapport and satisfying customers needs
• Effective planning and ability to prioritise, take full ownership of given tasks and responsibilities to ensure targets are consistently achieved
• Strong analytical skills, displaying  high level of accuracy and attention to detail at all times
• Knowledge of Independent Financial Advisor market desirable
• Good desktop skills around Microsoft Office in particular Word & Excel

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer: 

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes  
• Generous pension contribution  
• Life assurance   
• Private medical insurance (permanent employees only) 
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday 
• Competitive family leave 
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice 
• There are the many discounts we offer – both for our own products and at a range of high street stores and online   
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Legal & General is a leading financial services group and major global investor, named Britain’s Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future.

We aim to build a better society for the long term by investing our customers’ money in things that make life better for everyone.

If you join us, you’ll be part of a welcoming culture, with opportunities to collaborate with people of diverse backgrounds, views and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We strive to be open, mindful and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs.

If you’re open to find out more, we'd love to hear from you.