Customer Service Representative: Retail Annuities

4 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 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 a  Customer Service Representative to join us. If you love customer service, have good attention to detail, and enjoy variety, this is the role for you This role is a blend of inbound and outbound telephony and administration support. 

This is a hybrid role where you’ll work 35 hours a week; 3 days from home and 2 days in our Cardiff office and, work Monday to Friday 9am to 5pm, with a starting salary of £22,050.

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

    4 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...

  • Customer Service Representative: Retail Annuities

    4 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...

  • Customer Service Representative: Retail Annuities

    4 weeks ago

    Cardiff, United Kingdom Legal & General Full time €22,050

    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...

  • Customer Service Representative: Retail Annuities

    3 weeks 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, United Kingdom Legal & General Full time

    About UsLegal & 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...

  • Enhanced Annuity Underwriter

    3 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...

  • Customer Service Director

    1 day ago

    Cardiff, Cardiff, United Kingdom Legal & General Full time

    About the RoleWe are seeking a highly skilled and experienced Customer Service Leader to join our Retail Annuities Team on a permanent basis.Key ResponsibilitiesEngage, motivate, and inspire the team to deliver exceptional customer service.Continuously enhance skills, experience, and performance levels to meet customer expectations.Ensure service levels are...

  • Customer Service Director

    24 hours ago

    Cardiff, Cardiff, United Kingdom Legal & General Full time

    About the RoleWe are seeking a highly skilled and experienced Customer Service Leader to join our Retail Annuities Team on a permanent basis.Key ResponsibilitiesEngage, motivate, and inspire the team to deliver exceptional customer service.Continuously enhance skills, experience, and performance levels to meet customer expectations.Ensure service levels are...

  • Customer Service Leader

    9 hours ago

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

    Job DescriptionWe are seeking a highly skilled and experienced Customer Service Leader to join our Retail Annuities Team on a permanent basis.A successful Customer Service Leader will be responsible for engaging, motivating, and inspiring their team to deliver exceptional customer service. They will work closely with the team to enhance their skills,...

  • Customer Service Leader

    8 hours ago

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

    Job DescriptionWe are seeking a highly skilled and experienced Customer Service Leader to join our Retail Annuities Team on a permanent basis.A successful Customer Service Leader will be responsible for engaging, motivating, and inspiring their team to deliver exceptional customer service. They will work closely with the team to enhance their skills,...

  • Customer Service Director

    1 day ago

    Cardiff, Cardiff, United Kingdom Legal & General Full time

    About the RoleWe are seeking a highly skilled and experienced Customer Service Leader to join our Retail Annuities Team on a permanent basis. As a key member of our team, you will be responsible for leading and developing a team to meet the needs and ensure fair treatment of customers, while delivering agreed business outcomes.Key ResponsibilitiesTeam...

  • Customer Service Director

    1 day ago

    Cardiff, Cardiff, United Kingdom Legal & General Full time

    About the RoleWe are seeking a highly skilled and experienced Customer Service Leader to join our Retail Annuities Team on a permanent basis. As a key member of our team, you will be responsible for leading and developing a team to meet the needs and ensure fair treatment of customers, while delivering agreed business outcomes.Key ResponsibilitiesTeam...

  • Customer Service Specialist

    3 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 Director

    1 day ago

    Cardiff, Cardiff, United Kingdom Legal & General Resources Limited Full time

    Job DescriptionWe are seeking a highly skilled and experienced Customer Service Director to join our Retail Annuities Team on a permanent basis.The successful candidate will be responsible for leading and developing a team to meet the needs and ensure fair treatment of customers, while delivering agreed business outcomes. This will involve:Leading a Team:...

  • Customer Service Director

    23 hours ago

    Cardiff, Cardiff, United Kingdom Legal & General Resources Limited Full time

    Job DescriptionWe are seeking a highly skilled and experienced Customer Service Director to join our Retail Annuities Team on a permanent basis.The successful candidate will be responsible for leading and developing a team to meet the needs and ensure fair treatment of customers, while delivering agreed business outcomes. This will involve:Leading a Team:...

  • Customer Service Representative

    3 months ago

    Cardiff, United Kingdom Yolk Recruitment Full time

    **Customer Service Representative** *** Yolk Recruitment are working with a leading financial services company on the outskirts of Cardiff to help them find friendly and driven Customer Service Advisors to join their small team that supports their customers with account queries. This company are a dynamic and innovative force that's transforming the way...

  • Retail Customer Service Associate

    4 weeks ago

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

    Retail Customer Service Associate / Post Office Service RepresentativeMinimum of 20 hours per week, with potential for additional hours based on store requirementsFlexible scheduling, including early mornings, evenings, and weekendsWe are pleased to present an exciting opportunity for a Retail Customer Service Associate / Post Office Service Representative....

  • Retail Customer Service Associate

    4 weeks ago

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

    Retail Customer Service Associate / Post Office Service RepresentativeMinimum of 20 hours per week, with potential for additional hours based on store requirementsFlexible scheduling options, including early mornings, evenings, and weekendsWe are pleased to present an exciting opportunity for a Retail Customer Service Associate / Post Office Service...

  • Retail Customer Service Representative

    3 months ago

    Cardiff, United Kingdom William Hill Full time

    **Location** Cardiff, CITY ROAD, CF24 3BL **Salary** £10.50 **Hours** 16 - People don’t just come here to place bets, they come for the experience. And you will be at the heart of it all.- Careers in our shops are about much more than simply taking bets. Our colleagues are the backbone of our business and working in retail at William Hill is really...

  • Customer Service Representative

    3 months ago

    Cardiff, United Kingdom Kent Recruitment Bureau Full time

    Cardiff | Work from home | £500-£1000 Permanent | Full-time / Part-time | **Vacancy**:Customer Service Representative **Salary**:£500-£1400/month **Location**:Anywhere in the UK We are currently recruiting on behalf of this FTSE 250 British Utilities Company. We are looking for people who are happy to work from home or who would like to earn an...