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Pre-Sale Underwriter

1 month ago


Cardiff, Cardiff, United Kingdom LegalAndGeneral Full time
Job Title: Pre-Sale Underwriter

We are seeking a skilled Pre-Sale Underwriter to join our team at LegalAndGeneral. As a Pre-Sale Underwriter, you will play a crucial role in providing accurate and high-quality indication of terms to advisers in relation to pre-application underwriting enquiries.

Key Responsibilities:

  • Communicate effectively with internal and external customers, ensuring customer satisfaction and expectations are met.
  • Maintain a strong knowledge and understanding of our products and legislative requirements.
  • Manage time effectively, balancing business requirements with personal development.
  • Support sales and APE generation through effective questioning and lead generation.
  • Identify and improve service through liaising with team managers and recording accurate Management Information.

Requirements:

  • Relevant experience in accurately following pre-sale underwriting flows.
  • Understanding of relationships between an insurance company and their partners.
  • Knowledge of Insurance products and policy conditions.
  • Good understanding of financial calculations to support pre-sale underwriting limits and philosophies.
  • Ability to adapt communication style to suit the audience.
  • Excellent call listening and telephony skills.
  • Good attention to detail and accuracy in following flows and providing correct terms.
  • Ability to anticipate and resolve problems.

What We Offer:

  • Competitive base salary.
  • Annual, performance-related bonus plan.
  • Generous pension contribution.
  • Life assurance.
  • Private medical insurance.
  • At least 25 days holiday, plus public holidays.
  • Competitive family leave.
  • Participate in our electric car scheme.
  • Discounts on our products and at high street stores.

About Us:

LegalAndGeneral is a leading financial services group and major global investor. We aim to build a better society for the long term by investing our customers' money in things that make life better for everyone.

We strive to be open, mindful, and inclusive, and are always willing to discuss flexible working arrangements and reasonable accommodations for candidates with specific needs.