Customer Service Specialist Retail Retirements - #721916

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 growing their businesses, as well as helping to support their members’ financial security in retirement. And we’re investing for the long term to back our pension promises. In the last 30 years we’ve written more UK business than any other insurer, and we currently look after more than half a million pension policyholders. We're the UK’s longest-serving active bulk annuity provider, and a market-leading, multi-award winning business.  

Your role at a glance 

Are you passionate about customer service and helping others? This role is a blend of inbound and outbound telephony and administration support. If you love customer service, have good attention to detail, and enjoy variety, this is the role for you!

We’re recruiting for a new team of Customer Service Specialists to join our Retirement Retail business with a starting salary of £22,000-£22,500 plus bonus*.

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.

Internally, this role maybe called something different, depending on which team you join. We’ll work with you on which department compliments your personality and strengths best.

Our Customer Service teams are made up of professionals from different backgrounds including care, teaching, call centre, retail, and hospitality.

We love working at Legal and General and know you will too. Here are some of the amazing benefits our colleagues get:

• As your skillset grows, it’s possible your earning potential will too. 
• 25 days holiday, plus bank holidays, 26 days after 2 years’ service. You can also buy and sell holiday. 
• Generous pension contribution 
• Life assurance x8 of base salary 
• Private medical insurance 
• Recommend L&G as a great place to work and earn money if someone you know joins us. 
• A variety of company share schemes, discounts at a huge range of high street stores and on our own products. 
• In 2023 we opened our new Cardiff office, Calon, and put our people at the heart of the incredible £1 billion investment L&G has made in the city. Designed for sustainability, wellbeing and connection, Calon is the perfect place to be if you want to combine an incredible workplace experience with working for a purpose-driven company! 

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.

What we are 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.
• Evidence of continuous professional development.
• 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

The brand with the brolly is choosing today to change tomorrow.

Since 1836, we’ve grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. 

We’re all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet.

We need people who share our ambitions, agility and entrepreneurial spirit to help us do it.

At L&G, you’ll find a balance that helps you be your best. Empowered by hybrid working, we’re supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance.

Today, there’s over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us?

Legal & General is a leading financial services organisation, 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’re one of the world's largest asset managers, homebuilders, pension providers and insurers. Connecting to form a unique business model which drives value for our customers and society. And enabling our people to create impact through work that is meaningful and valued.  

If you join us, you’ll be part of a welcoming, inclusive 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. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose. 

If you’re open to find out more, we'd love to hear from you.