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Part Time Customer Service Representative: Retail Annuities

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Legal & General

8d ago

  • Job
    Full-time
    Entry Level
  • Customer Relations
    People, HR & Administration
  • Cardiff
  • Quick Apply

AI generated summary

  • You must manage queries, possess commercial awareness, communicate effectively, show enthusiasm, and build relationships in complex environments with strong IT skills.
  • You will assist customers with retirement solutions, ensure compliance with quality standards, gather information, support projects, record data accurately, and help vulnerable customers effectively.

Requirements

  • 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

Responsibilities

  • 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.

FAQs

What are the working hours for the Part Time Customer Service Representative role?

The working hours for this role are 20-30 hours per week, hybrid basis between Monday to Friday from 9am to 5pm.

What is the starting salary for this position?

The starting salary for this position is £22,050 pro rata.

What kind of training will be provided?

Training will be provided and will be office-based for the first 6-8 weeks in a full-time format before transitioning to hybrid working.

What are the main responsibilities of the Part Time Customer Service Representative?

The main responsibilities include providing customer service to existing customers, obtaining customer information through various channels, accurately recording information on IT systems, and supporting projects related to system, process, and regulatory changes.

What qualifications are needed for this role?

Candidates should have a proven ability to manage queries, good commercial awareness, excellent communication skills, and interpersonal skills. Experience in cross-functional teams and relationship-building in complex environments is desirable.

What benefits does Legal & General offer to employees?

Benefits include participation in performance-related bonus plans, generous pension contributions, life assurance, private medical insurance, at least 25 days holiday (plus public holidays), competitive family leave, an electric car scheme, and discounts on products and services.

Can I work full-time hours in this position?

No, this position is specifically for part-time hours between 20-30 hours per week.

Is prior experience in financial services required for this role?

While prior experience in financial services is not explicitly stated as required, experience in customer service and related fields is beneficial.

What measures does Legal & General take to support vulnerable customers?

For vulnerable customers, the role includes ensuring their circumstances and needs are considered, and taking additional steps to support them during interactions.

Are there opportunities for career development within Legal & General?

Yes, Legal & General promotes a welcoming culture with opportunities for career development and support for employees to excel.

Legal & General

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Finance
Industry
5001-10,000
Employees
1836
Founded Year

Mission & Purpose

Established in 1836, we are one of the UK’s leading financial services groups and a major global investor, with international businesses in the US, Europe, Middle East and Asia. With over £1 trillion in total assets under management, we are the UK’s largest investment manager for corporate pension schemes and a UK market leader in pensions de-risking, life insurance, workplace pensions and retirement income. We have also invested over £20 billion in direct investments such as homes, urban regeneration, clean energy and small business finance. Through nearly two centuries of rapid change, we’ve been there, improving the lives of our customers, and building a better society for the long term.