Broker Support consultant

3 weeks ago

Cardiff, United Kingdom Legal & General Full time

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 Broker Support Specialist to join us. This is a telephone-based role which has a specific skillset to manage a wide range of contact needs from brokers regarding quote requests, portal support, application updates, escalations and follow up sales to both new and existing firms.

Providingsupport to Brokers and Intermediaries by providingquotes, portal support, application updates, escalations, and quote follow up within agreed service levels
• Accessingdocuments, and makingappropriate suggestions for enhanced annuity applications, ensuringthat all appropriate cases passed for countersignature by colleagues in the medical underwriting team
• Chasingthe return of applications arising from quotes and actively seek to optimise conversion of quotes to applications, handling any queries with Under-Writing teams in a collaborative manner
• Actively working with Brokers and Intermediaries, Business Development Mangers, and the Customer Services Team to continuously improve the service experience
• Ensuringall appropriate legislative, regulatory and internal process and procedure knowledge is developed and maintained identifying, reporting, and resolving any breaches and ensuring that the correct identity checks are undertaken to verify the caller
• Managingand resolvingcustomer complaints: identifying complaints, investigating where appropriate and resolving where possible including complex technical queries at point of early resolution, ensuring any complaints dealt with are logged correctly
Experience within a telephone based role within a financial services organisation
• Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. 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
• Legal & General is a leading financial services organisation, 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’re one of the world's largest asset managers, homebuilders, pension providers and insurers. 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. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.

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