Customer Team Agent

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. 

Are you passionate about delivering excellent customer service and making a real impact every day? At Legal & General Surveying Services, we’re looking for a proactive and organised individual to join our Customer Team as a Customer Team Agent. You’ll play a key role in ensuring our customers receive a seamless and professional experience when booking valuation and survey appointments. We’re offering a competitive base salary of £24,525 for this hybrid 6 month fixed term contract role. 

What you'll be doing:

• Booking valuation and survey appointments with customers using clear and confident communication
• Organising schedules for employed and panel surveyors using booking systems
• Supporting customers by providing guidance on service requirements
• Managing stakeholder relationships across internal teams and external partners
• Engaging in personal development and training opportunities
• Monitoring performance data to support continuous improvement
• Handling customer payments and unbooked survey instructions
• Tailoring services to meet the needs of different customer group

Who we're looking for:

• Confident communicator with strong telephone-based customer service experience
• Organised and efficient with the ability to manage multiple tasks
• Comfortable using booking systems and technology
• Knowledge of survey and valuation products is desirable
• Team player who collaborates well with others
• Adaptable and open to change in a fast-paced environment
• Committed to personal development and learning
• GCSE-level qualifications or equivalent experience

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.