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Agency Administration Specialist
2 months ago
We are seeking a highly skilled 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 supporting the on-boarding and agency servicing processes for all Intermediary Sales Channels, ensuring compliance with FCA regulations and internal standards.
Key Responsibilities:- Manage agency appointments, terminations, transfers, and letters of authority, maintaining strict adherence to FCA critical guidelines.
- Provide exceptional customer service to all customers, investigating and resolving agency-related requests in a timely and professional manner.
- Process applications, terminations, agency transfers, and policyholder transfer requests, ensuring accuracy and compliance with regulatory requirements.
- Identify and reject applications that may be against Legal & General's interests or in breach of regulatory rules, documenting and reviewing contentious issues.
- Investigate control monitors and regulatory reports, highlighting manual errors or system anomalies to prevent incorrect agency payments or reporting.
- Support the front office Agency Enquires Team, providing cover for the telephone Helpline and handling agency-related queries to maintain service excellence.
- Strong written and verbal communication skills, with the ability to build rapport and satisfy customer needs.
- Effective planning and prioritization, with a high level of accuracy and attention to detail.
- Knowledge of the Independent Financial Advisor market is desirable.
- Proficiency in Microsoft Office, particularly Word and Excel.
We offer a competitive package that includes performance-related bonuses, a generous pension contribution, life assurance, and private medical insurance. Our offices are designed to promote collaboration and wellbeing, and we strive to be open, mindful, and inclusive. If you're passionate about delivering exceptional customer service and working in a dynamic team environment, we encourage you to apply.
