Telephone Account Manager

Life can sometimes be unpredictable, and it pays to plan ahead. Our aim at Legal & General Retail is to help our customers plan for the unexpected, achieve financial security for their tomorrow, and protect everything that’s important to them. To better understand our customers and meet their needs, we’ve brought our protection, retirement income, savings, lending, and advice, fintech and mortgage businesses under one umbrella. Created at the start of 2022 through the merging of our long-standing and trusted retail retirement and insurance businesses, we’re a fast-growing division with big, customer-centred ambitions.  

We’re recruiting for a Telephone Account Manager to join us. We’re offering a competitive base salary and great benefits. In this role you will manage relationships within assigned intermediated account panel, promoting Group Protection products and proposition in order to deliver new business and retention targets and objectives.

What you'll be doing:

• Achieving agreed account performance targets, through building business relationships at all levels across a range of products and proposition to achieve GP growth objectives
• Maintaining agreed business plan to drive account development and product promotion with an allocated panel of intermediaries, through a defined contact strategy across an allocated panel of intermediaries
• Influencing account strategy development by collating and providing market intelligence to your colleagues and other internal stakeholders so that relationships are commercially beneficial
• Responding to and taking ownership of pre renewal related enquiries, ensuring key information is collated timely to fulfil renewals
• Maintaining a high level of knowledge of competitor and L&G products and propositions, as well as industry and market place awareness
• Interacting with customer services, and handling any customer complaints in difficult and sensitive situations with sympathy and empathy in order to resolve customer queries

Who we're looking for:

• Experience in a sales environment such as Customer Service, Telesales or Sales support
• Experience in group protection desirable
• Negotiating with internal and external clients
• Clear communication style
• GR1 qualification is desirable
• Understanding of market conditions to maximise all profitable business opportunities
• Understanding current legislative and regulatory regime, so that business is conducted within the legal framework protecting the corporate brand and values.

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.