- Demonstratingan excellent level of customer service; to build rapport and to resolve the commission and fee related enquiries via telephone through knowledge, systems, ownership and soft skills
- Providinga professional and quality response to all written commission enquiries making sure that both the original request and the reply are recorded immediately and are easily retrievable and that any resulting actions are dealt with promptly with agreed service levels
- Consistently handle inbound and outbound calls in a timely, high productive manner
- Ensuringall calls are consistently handled in accordance with regulatory and internal DPA standards
- Maintaining an accurate record of telephone work received to allow detailed MI to be produced allowing for a clear understanding of current and future volumes and trends to allow management to be more responsive to changing resourcing needs.
- Experience within a customer service or administrate function
- Financial services experience is desirable
- Clear verbal and written communication skills
- Experience using microsoft packages
- 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
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Agency Enquiries Analyst - Cardiff, United Kingdom - Legal & General
Description
Job Description
Helping over ten million people around the world manage their savings, retirement plans and life insurance requires a lot of people behind the scenes. It's up to us in L&G Group functions – which includes our tech and digital teams, Group Finance, HR, Risk and Corporate Affairs – to provide the essential support services that all areas of the business need, here in the UK and overseas. Simply put, we enable everyone at Legal & General to do what they do best. That means we're helping to improve our customers' lives and contributing to the success of the business every day.
We're recruiting for a Agency Enquiries Analystto join us. We're offering a competitive base salary. You will provide an excellent consistent support service via the phone and email to all Intermediaries and internal customers in respect of investigation of commission or fee related queries whilst following regulatory and internal standards.
What you'll be doing:
Who we're looking for:
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:
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.
