Customer Service Consultant (Group Protection)

Legal & General (L&G) is a leading UK financial services group and major global investor.

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

L&G Retail supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses.

Our Retail division helps people enjoy a more colourful retirement, both directly and through their employers, including Lifetime Mortgages, Retirement Interest Only Mortgages and financial advice on our range of lending products.

We are the UK’s number one individual life insurer, and also provide Group Protection products for employers – all helping people to plan for the unexpected. We support home buying through our Mortgage Club – the UK’s largest – and our award-winning Surveying Services team. And our fintech team finds and supports socially useful start-ups and scale-ups working in the workplace, home, insurance and wealth areas.

Joining us means helping create brighter financial futures for all our customers. 

We’re recruiting for a  Consultant to join our Group Protection team. This is a hybrid role, whereby we have a requirement that you will work a minimum of 1 day a week in our Hove office, Monday-Friday between our core hours of 8-6. The salary we are offering is £24,000 along with the option for you to progress after 6 months which also gives you a salary increase of up to 10%!

As a customer service consultant your customers are brokers and the role is predominantly  focused on account and relationship administration.

What you'll be doing:

• Support the onboarding and continued scheme maintenance of Group Protection policies so we remain a top provider
• The tasks are varied, meaning you’ll be talking to colleagues, brokers and customers regularly. It’s important to note that this role is a hybrid role which will involve administrative work or processing work and you will be talking to customers and brokers on the phone too
• Dealing with all correspondence from our internal and external customers,  With attention to detail and pace so that the next tasks needed can be completed promptly
• Maintaining scheme data, administering, and updating records
• Collaborating with other team members to ensure that enquiries and issues are resolved quickly and efficiently
• Managing and organising your own work queue to ensure that service levels are met and brokers or direct customers are kept informed of progress
• For our most vulnerable customers, you’ll ensure you consider their circumstances and needs and take additional steps to support them through their interactions with Legal & General

Who we're looking for:

• People who love helping people!
• Strong communication and administration skills and passion to support customers, whatever their personal circumstances. Build relationships with our internal and external customers
• Confidence in using a desktop or laptop and experienced in using MS Office
• Confidence in using Excel is preferred 

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
• Healthcare Plan (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 (permanent employees only)
• 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 

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. 

If you join us, you’ll be part of a welcoming, inclusive 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 care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. 

It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.