Customer Service Representative: Retail Annuities

Legal & General 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 Customer Experience Advisors to join our Retail Annuities team.  This is a hybrid role where you’ll work half your week from home and half in our Cardiff office, Monday to Friday 9am to 5pm. This role has a starting salary of  £22,050.

If you love customer service, have good attention to detail, and enjoy variety, this is the role for you! 

Our Customer Service teams are made up of professionals from different backgrounds including care, teaching, call centre, retail, and hospitality. Training will be provided, and this will be office based for the first 6-8 weeks (full time). Once you have completed your training you'll start hybrid working

What you'll be doing:

• You’ll be working in our retirement retail team which looks after 900,000 customers providing retirement income solutions to help them enjoy a more colourful retirement. We offer annuities and fixed term plans which provide the security of a guaranteed income
• Providing customer service to our existing customers or their representatives; or providing New Business solutions that meet a customer’s retirement income needs
• Taking every opportunity to deliver an outstanding customer experience, while ensuring the outcome is correct for the customer and aligned to Legal and General Customer Services quality standards, regulatory requirements, and treating customers fairly policies
• Obtaining relevant customer information through appropriate communication channels e.g. telephone, email, messaging, correspondence, on-line and IT systems
• When required, providing support for projects (system, process, regulatory) and delivering business implementation activities such as changes to process and call frameworks
• Accurately recording information on IT systems
• 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:

• Proven ability to prioritise and manage queries whilst giving due consideration to team performance and activities
• Good commercial awareness
• Excellent written and verbal communication skills
• A high degree of energy, drive and enthusiasm
• Experience of contributing to cross-functional business teams is desirable
• Experience of building effective relationships in complex environments
• Good interpersonal skills with the ability to successfully engage and influence a broad range of individuals
• IT skills 

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.