Customer Service Representative: Retail Annuities

1 month 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 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.

Job Description

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.

Qualifications

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

Additional Information

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.

  • Customer Service Representative: Retail Annuities

    1 month ago

    Cardiff County, 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...

  • Customer Service Representative

    2 weeks ago

    Cardiff, Cardiff, United Kingdom AF Blakemore - Retail Full time

    We are seeking a Customer Service Representative to join our team at Amlwch SPAR. As a key member of our retail team, you will be responsible for providing exceptional customer service and supporting our store management in delivering a high-quality shopping experience.Key Responsibilities:Provide excellent customer service and respond to customer queries in...

  • Customer Service Representative

    4 weeks ago

    Cardiff, United Kingdom Legal & General Full time

    Company OverviewLegal & General is a leading financial services group and major global investor, committed to building a better society for the long term. We aim to create brighter financial futures for our customers by investing their money in things that make life better for everyone.Job SummaryWe are seeking a highly skilled Customer Service Specialist to...

  • Customer Service Representative

    4 weeks ago

    Cardiff, United Kingdom Legal & General Full time

    Company OverviewLegal & General is a leading financial services group and major global investor, committed to building a better society for the long term. We aim to create brighter financial futures for our customers by investing their money in things that make life better for everyone.Job SummaryWe are seeking a highly skilled Customer Service Specialist to...

  • Enhanced Annuity Underwriter

    19 hours ago

    Cardiff, United Kingdom LegalAndGeneral Full time

    Job DescriptionWe’re recruiting for a Enhanced Annuity Underwriter  to join us. We’re offering a competitive base salary. The role is responsible for providing an excellent Underwriting service that is trusted, valued and provides fair treatment and outcomes for customers. This will be achieved by identifying and gathering all the information...

  • Enhanced Annuity Underwriter

    5 months ago

    Cardiff, United Kingdom LegalAndGeneral Full time

    Company Description Securing pensions over the long term can be a challenge for many businesses. Our ambition at **Legal & General Retirement Institutional (LGRI)** is to help companies and pension scheme trustees honour their defined benefit pension promises to their employees. We’re helping companies settle their pension liabilities so they can focus on...

  • Retail Customer Service Representative

    2 weeks ago

    Cardiff, Cardiff, United Kingdom beBee Professionals Full time £20,000 - £25,000

    As a Retail Customer Service Representative, you will be responsible for delivering exceptional customer service and supporting the store's day-to-day operations in our Cardiff, United Kingdom location.Key Responsibilities:Greet and assist customers with product selection.Provide product knowledge and advice to customers.Operate the cash register and handle...

  • Retail Customer Service Representative

    1 week ago

    Cardiff, Cardiff, United Kingdom beBee Professionals Full time £20,000 - £25,000

    As a Retail Customer Service Representative at beBee Professionals, you will play a key role in delivering exceptional customer service and supporting the store's day-to-day operations in Cardiff, United Kingdom.Key Responsibilities:Provide product knowledge and advice to customers.Greet and assist customers with product selection.Operate the cash register...

  • Customer Service Representative

    7 hours ago

    Cardiff, Cardiff, United Kingdom AF Blakemore & Son Ltd Full time

    Customer Service RepresentativeWe are seeking a Customer Service Representative to join our team at SPAR Hoo. As a Customer Service Representative, you will be the first point of contact for customers, providing a positive and friendly service. You will be responsible for processing customer purchases efficiently and accurately, maintaining a clean and...

  • Customer Service Specialist

    1 month ago

    Cardiff, Cardiff County, United Kingdom Legal & General Full time

    Company Description 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...

  • Customer Service Representative

    3 weeks ago

    Cardiff, Cardiff, United Kingdom Halfords Group PLC Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our retail sales team, you will be responsible for delivering exceptional customer service and sales experience to our customers.Key ResponsibilitiesProvide outstanding customer service and support to...

  • Customer Service Representative

    3 weeks ago

    Cardiff, Cardiff, United Kingdom Halfords Group PLC Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our retail sales team, you will be responsible for delivering exceptional customer service and sales experience to our customers.Key ResponsibilitiesProvide outstanding customer service and support to...

  • Customer Service Representative

    2 weeks ago

    Cardiff, Cardiff, United Kingdom beBee Professionals Full time £25,000 - £35,000

    At beBee Professionals in Cardiff, we're seeking a skilled Customer Service Representative to deliver exceptional service and support to our customers. Key responsibilities include engaging with customers, participating in operational workflows, and collaborating with team members to meet and exceed goals.Key Requirements:High school diploma or...

  • Customer Service Representative

    2 weeks ago

    Cardiff, Cardiff, United Kingdom Tesco Full time

    About the RoleWe are seeking a Customer Service Representative to join our team at Tesco in Canton Cardiff City Express. As a key member of our store team, you will be responsible for delivering exceptional customer service, ensuring a positive shopping experience for our customers.Key Responsibilities Provide excellent customer service, responding to...

  • Customer Service Representative

    1 week ago

    Cardiff, Cardiff, United Kingdom AF Blakemore & Son Ltd Full time

    Customer Service Representative OpportunityWe are seeking a skilled Customer Service Representative to join our team at SPAR Hoo. As a Customer Service Representative, you will play a vital role in supporting our store management and creating a positive customer experience. You will assist in maximising sales and profit by carrying out allocated tasks in...

  • Customer Service Representative

    2 weeks ago

    Cardiff, Cardiff, United Kingdom Halfords Group PLC Full time

    About the RoleWe're seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our retail team, you'll be responsible for delivering exceptional customer service, ensuring a seamless shopping experience for our customers.Key ResponsibilitiesProvide outstanding customer service,...

  • Customer Service Specialist

    5 months ago

    Cardiff, United Kingdom Legal & General Full time

    Your role at a glance Our teams are made up of professionals from different backgrounds including care, nursing, retail, hospitality, and teaching. **We love working at Legal and General and know you will too. Here are some of the amazing benefits our colleagues get**: - You’ll have the opportunity to participate in our annual, performance-related bonus...

  • Customer Service Representative

    3 days ago

    Cardiff, Cardiff, United Kingdom Yours Full time

    Customer Service Representative - Yours Clothing To succeed in this role, you will need to be passionate about delivering exceptional customer service and a warm, friendly personality is essential. You will be part of a wonderful team who display a huge amount of passion and knowledge about our product range in order to promote our brand. Key...

  • Customer Service Representative

    2 weeks ago

    Cardiff, Cardiff, United Kingdom Tesco Full time

    About the RoleWe are seeking a dedicated and passionate individual to join our team as a Customer Service Representative. As a key member of our store team, you will be responsible for delivering exceptional customer service, ensuring a positive shopping experience for our customers.Key Responsibilities* Provide outstanding customer service, responding to...

  • Customer Service Representative

    3 weeks ago

    Cardiff, Cardiff, United Kingdom Halfords Group PLC Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our retail sales team, you will be responsible for delivering exceptional customer service and sales experience to our customers.Key ResponsibilitiesProvide outstanding customer service and sales experience...