Customer Service Specialist

Legal & General; Cardiff; Hybrid; GBP 22,000 - 27,000; Full time

Benefits offered by this job

Annual bonus and share schemes

Generous pension contribution

Life assurance

Healthcare Plan (permanent employees)

Job summary

Legal & General (L&G) is a leading UK financial services group, safeguarding people’s financial futures since 1836. We are hiring for a Bereavements specialist in Cardiff on a hybrid basis, with a salary of £24,720.

You will speak to customers or loved ones when a claim is needed, manage your own caseload, and support the customer journey with empathy and accuracy. You will handle inbound calls, listen to individual needs, and provide clear information while recording data across systems,

Qualifications

• Customer-facing role with empathetic communication.
• Ability to listen and understand individual customer needs.
• Strong attention to detail and accuracy when recording information.

Responsibilities

• Handle inbound customer calls in a friendly, empathetic manner.
• Listen to customers and understand their needs.
• Provide accurate information and work towards positive outcomes.

Skills

Customer service

Empathy

Active listening

Attention to detail

Organisational skills

CRM systems

Tools

CRM software

Job 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.

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? We’re looking for specialists to support our existing Bereavements team in our Cardiff office . This full time role is on a hybrid basis and attracts a salary of £24,720.

You will be speaking to customers or their loved ones in the instance a claim needs to be made, due to serious illness or bereavement. You’ll put the customer at the heart of everything you do - talking to colleagues and customers regularly, as well as completing associated administrative tasks. You will also be responsible for managing your own caseload.

What you'll be doing:

• Handling inbound customer calls in a friendly, professional and empathetic way
• Listening to customers and understanding their individual needs
• Providing accurate information and working towards positive customer outcomes
• Taking ownership of queries and working with colleagues to resolve them
• Recording customer information accurately across relevant systems
• Following internal processes and applicable customer and regulatory requirements
• Identifying and responding appropriately to complaints or customer concerns
• Sharing feedback and ideas that could improve the customer journey

Who we're looking for:

• A genuine commitment to providing a positive customer experience
• Clear and confident verbal communication skills
• Strong listening skills and the ability to adapt to different customers
• Excellent attention to detail
• The ability to learn and work across different systems
• Good organisation and the ability to prioritise customer queries
• A responsible approach to following processes and recording informatione
• A collaborative, flexible and supportive approach to working with other

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 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.