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    2 weeks ago

    Cardiff, Cardiff, United Kingdom Legal & General Full time

    Job DescriptionWe are seeking a highly skilled Pre-Sale Underwriter to join our team at Legal & General. As a key member of our underwriting team, you will play a crucial role in providing high-quality and accurate indication of terms to financial advisers in relation to pre-application underwriting enquiries.Key Responsibilities:Communicate effectively with...

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    Cardiff, Cardiff, United Kingdom Legal & General Full time

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    2 weeks ago

    Cardiff, Cardiff, United Kingdom Legal & General Full time

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  • Pre-Sale Underwriter Position

    2 weeks ago

    Cardiff, Cardiff, United Kingdom Legal & General Full time

    About the RoleWe are seeking a highly skilled Pre-Sale Underwriter to join our team at Legal & General. As a key member of our underwriting team, you will play a crucial role in providing accurate and timely indication of terms to our customers and partners.Key ResponsibilitiesCustomer Service: Communicate effectively with internal and external customers,...

  • Pre Sale Underwriter

    3 weeks ago

    Cardiff, United Kingdom Legal & General Resources Limited Full time

    Company DescriptionLegal & 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...

  • Pre Sale Underwriter

    2 weeks ago

    Cardiff, United Kingdom Legal & General Full time

    Legal & General supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses.The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.Our Retail division helps people enjoy a more colourful retirement,...

  • Pre Sale Underwriter

    3 weeks ago

    Cardiff, United Kingdom Legal & General Full time

    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...

  • Pre Sale Underwriter

    3 weeks ago

    Cardiff, United Kingdom Legal & General Full time

    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...

  • Pre Sale Underwriter

    3 weeks ago

    Cardiff, United Kingdom Legal & General Full time

    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...

  • Pre Sale Underwriter

    3 weeks ago

    Cardiff, United Kingdom Legal & General Full time

    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...

  • Pre Sale Underwriter

    15 hours ago

    cardiff, United Kingdom Legal & General Full time

    Job DescriptionLegal & 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...

Pre Sales Underwriter

4 months ago

Cardiff, United Kingdom Legal & General Full time

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. Applying for this role is straight forward Scroll down and click on Apply to be considered for this position. Job Description We’re recruiting for a Pre Sales Underwriter to join us. We’re offering acompetitive base salary. You will provide consistently high quality and accurate indication of terms to advisers in relation to pre-application underwriting enquiries. Working closely with Underwriters and Business Development Managers to ensure excellent customer service is consistently delivered What you'll be doing:

  • Communicatingwith internal, external customers and third parties in a professional and efficient manner ensuring customer satisfaction is maximised and expectations met by obtaining and giving the correct information
  • Takingownership and maintaining a strong knowledge and understanding of our products and legislative / regulatory requirements
  • Managingtime effectively, balancing business requirements with personal development
  • Supporting sales and APE generation through effective and tactful questioning to obtain market intelligence information and generation on leads to BDM via Salesforce
  • Challengingexisting work practices by understanding Underwriting’s end to end processes and customer expectations in an appropriate way. Identifying and taking steps to improve service through liaising with team managers or other colleagues and recording accurate Management Information
  • In line with Treating Customers Fairly, understand the commitments that are made about the level of service during the marketing and sales processes to ensure the area can meet those expectations
Qualifications Who we're looking for:
  • Relevant experience in accurately following pre-sale underwriting flows
  • An understanding of relationships between an insurance company & their partner.
  • Knowledge of Insurance products and policy conditions
  • Good understanding of financial calculations to support pre-sale underwriting limits / philosophies
  • Ability to adapt communication style to suit the audience.
  • Excellent call listening & telephony skills
  • Good attention to detail and accuracy in following flows and providing correct terms
  • Ability to anticipate and resolve problems
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
Additional Information 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. Connecting to form a unique business model which drives value for our customers and society. And enabling our people to create impact through work that is meaningful and valued. 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 strive to be open, mindful, and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs. 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. If you’re open to find out more, we'd love to hear from you.