Customer Service Consultant (Group Protection)

Legal & General; England; Hybrid; GBP 21,600 - 26,400; Full time

Benefits offered by this job

Annual performance-related bonus plan

Generous pension contribution

Life assurance

Healthcare Plan

At least 25 days holiday

Electric car scheme

Employee discounts

Job summary

A leading financial services firm in the UK is seeking a Consultant to join their Group Protection team. This hybrid position requires 1 day a week in the Hove office. Responsibilities include supporting policy onboarding, maintaining data records, and communicating with clients. Ideal candidates should have strong communication and administration skills, along with a passion for customer service. The role offers competitive benefits including a performance-related bonus and generous leave options.

Qualifications

• People who love helping people!
• Passion to support customers in any circumstance.
• Experience with desktop/laptop and MS Office.

Responsibilities

• Support onboarding and maintenance of Group Protection policies.
• Regular communication with colleagues, brokers, and customers.
• Maintain scheme data and update records.
• Manage and organise your own work queue effectively.
• Provide additional support for vulnerable customers.

Skills

Strong communication skills

Strong administration skills

Confidence in using MS Office

Confidence in using Excel

Job description

Overview

We’re recruiting for a Consultant to join our Group Protection team. This is a hybrid role with a minimum requirement to work 1 day per week in our Hove office, Monday–Friday during core hours 8:00–18:00. Salary £24,000 with the option to progress after 6 months, which may include a salary increase of up to 10%.

Responsibilities

• Support the onboarding and continued scheme maintenance of Group Protection policies so we remain a top provider.
• The tasks are varied, involving regular communication with colleagues, brokers and customers; this role includes administrative/processing work and you will be talking to customers and brokers on the phone too.
• Dealing with all correspondence from internal and external customers, with attention to detail and pace so that the next tasks needed can be completed promptly.
• Maintaining scheme data, administering, and updating records.
• Collaborating with other team members to ensure that enquiries and issues are resolved quickly and efficiently.
• Managing and organising your own work queue to ensure that service levels are met and brokers or direct customers are kept informed of progress.
• 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.

Qualifications

• People who love helping people!
• Strong communication and administration skills and passion to support customers, whatever their personal circumstances. Build relationships with our internal and external customers.
• Confidence in using a desktop or laptop and experienced in using MS Office.
• Confidence in using Excel is preferred.

Benefits

• 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 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.

Additional information

We offer a welcoming, inclusive culture with opportunities to collaborate with people from diverse backgrounds and experiences. We support flexible working options including part-time, term-time and job shares where possible.

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.

Details

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Finance