Financial Services Analyst

7 days ago

Cardiff, Cardiff, United Kingdom Legal & General Full time
Job Description

Agency Administration Analyst

We are seeking a highly skilled and detail-oriented Agency Administration Analyst to join our team at Legal & General. As a key member of our Group Functions, you will play a critical role in ensuring the accuracy and compliance of our agency records and contracts.

Key Responsibilities:

  • Develop and maintain a professional customer care approach to all Legal & General Intermediaries by generating and altering agency, policy, and commission records, ensuring regulatory guidelines are maintained for all requests and transfers received within the agreed SLA standards.
  • Process applications, terminations, agency transfers, and policyholder transfer requests, as well as other administrative activities, to ensure that Legal & General's agency records and contracts are accurate and managed in accordance with regulatory requirements.
  • Identify applications and documentation where it would be against Legal & General's interests or in breach of regulatory rules to appoint an Agent and reject any such cases, carefully documenting and/or reviewing all contentious issues to show grounds for rejecting an applicant or request.
  • Investigate all control monitors and regulatory reports that identify potential problems with commission or agency records, highlighting any manual errors or system anomalies, thus preventing incorrect agency payments or agency reporting, recoveries, and earned commission information being applied.
  • Provide a full support service to our front office Agency Enquires Team when required, providing cover for the telephone Helpline and dealing with all agency-related queries, ensuring an ongoing service excellence is maintained to all our customers throughout.
  • Work as a team to achieve team objectives and to perform to agreed SLA standards and business objectives in respect of quality, quantity, and timelines.

Requirements:

  • Strong written and verbal communication skills, able to respond and react to customers appropriately, building a rapport and satisfying customers' needs.
  • Effective planning and ability to prioritize, take full ownership of given tasks and responsibilities to ensure targets are consistently achieved.
  • Knowledge of the Independent Financial Advisor market is desirable.
  • Good desktop skills around Microsoft Office, particularly Word and Excel.

What 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.
  • Many discounts we offer – both for our own products and at a range of high street stores and online.

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