Customer Experience Representative

Posted Yesterday
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Solihull, Birmingham, West Midlands, England, GBR
Hybrid
25K-25K Annually
Entry level
Insurance • Financial Services
The Role
Provide phone, email, and webchat support to customers, brokers and clients; handle administration, record accurate customer data, follow regulatory and internal processes, manage queries and complaints, collaborate with colleagues to resolve issues and suggest improvements for the customer journey.
Summary Generated by Built In
Company Description

Legal & General (L&G) is a leading UK financial services group and major global investor. 

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. 

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. 

Who we are 

Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement.

We’re a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys. 

We focus on helping the customers of today and tomorrow achieve better long-term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways. 

 

Job Description

Are you someone who enjoys helping people, solving problems and keeping things organised? We’re looking for a Customer Experience Representative to join our Retail Operations team.

In this role, you’ll support customers, brokers and clients through a mix of phone-based conversations and administration work. The balance of calls and admin may change depending on business needs, so you’ll need to be flexible, organised and comfortable moving between different types of work.

You’ll play an important part in delivering clear, helpful and positive customer outcomes, while following the right processes and regulatory requirements.  This hybrid role attracts a salary of £24,720.

    What you'll be doing:

    • Supporting customers, brokers and clients through phone, email, webchat and written correspondence
    • Managing a mix of administration and phone-based work depending on business needs
    • Providing clear, accurate and timely information to help customers understand their options
    • Recording customer and broker information accurately across internal systems
    • Following internal processes, regulatory requirements and Consumer Duty expectations
    • Handling queries and complaints with care, ownership and good judgement
    • Working with colleagues across Retail Operations to resolve issues and improve outcomes
    • Sharing knowledge and suggesting improvements to make the customer journey better

    Who we're looking for:

    • Experience in customer service, administration, contact centre or another customer-facing role
    • Confidence speaking with customers, brokers or external contacts over the phone
    • Strong written and verbal communication skills
    • Excellent attention to detail and accurate record keeping
    • Ability to prioritise tasks and manage queries in a busy environment
    • Comfortable learning new systems and adapting to different ways of working
    • A collaborative approach and the ability to build effective working relationships
    • An interest in delivering fair, positive and well-informed customer outcomes

    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
    • Healthcare Plan (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 (permanent employees only)
    • There are many discounts we offer – both for our own products and at a range of high street stores and online
    • We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience

    Additional Information

    At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. 

    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 care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. 

    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. 

    Skills Required

    • Experience in customer service, administration, contact centre or other customer-facing role
    • Confidence speaking with customers, brokers or external contacts over the phone
    • Strong written and verbal communication skills
    • Excellent attention to detail and accurate record keeping
    • Ability to prioritise tasks and manage queries in a busy environment
    • Comfortable learning new systems and adapting to different ways of working
    • A collaborative approach and ability to build effective working relationships
    • Interest in delivering fair, positive and well-informed customer outcomes
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    The Company
    HQ: London
    8,417 Employees

    What We Do

    Established in 1836, Legal & General is one of the UK’s leading financial services groups and a major global investor, with £1.2 trillion in total assets under management (as at FY23) of which c40% (circa £0.5 trillion) is international. We have a highly synergistic business model, which continues to drive strong returns. We are a leading international player in Institutional Retirement, in Retail Savings and Protection, and in both public and private markets through our Asset Management division. Across the Group, we are committed to responsible investing and dedicated to serving the long-term savings and investment needs of customers and society. As at 7 June 2024, we estimate the Group’s Solvency II coverage ratio to be 224%. As at 11 June 2024, Legal & General has a market capitalisation of £14.6 billion.

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