Customer Service Specialist- Retail Retirements

Life can sometimes be unpredictable, and it pays to plan ahead. Our aim at Legal & General Retail is to help our customers plan for the unexpected, achieve financial security for their tomorrow, and protect everything that’s important to them. To better understand our customers and meet their needs, we’ve brought our protection, retirement income, savings, lending, and advice, fintech and mortgage businesses under one umbrella. Created at the start of 2022 through the merging of our long-standing and trusted retail retirement and insurance businesses, we’re a fast-growing division with big, customer-centred ambitions.

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.

This is a hybrid role where you’ll work 35 hours a week; 3 days from home and 2 days in our Solihull 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.

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

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
• Evidence of continuous professional development
• 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

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.