Customer Service Advisor

LegalAndGeneral; United States; Hybrid; USD 30,000 - 36,000; Full time

Benefits offered by this job

Performance bonus plan

Generous pension contribution

Life assurance

Healthcare plan (permanent employees)

25 days holiday + holidays

Job summary

Legal & General, Cardiff, is seeking Customer Service Advisors for its Life Customer Services team in a hybrid role. You will support customers through key life events, review needs, and update records across internal systems while delivering positive outcomes.

The position offers a training‑driven environment, opportunities for development, and a salary of £24,720 per year. You’ll join a collaborative team focused on excellent customer service in a flexible working setup.

Qualifications

• Excellent communication and listening skills.
• A professional and confident telephone manner.
• A passion for delivering great customer service.
• Strong team‑working skills.
• A willingness to learn and develop new skills.
• Good attention to detail.
• Confidence using multiple systems and technology.
• A customer‑focused approach.

Responsibilities

• Taking inbound calls from Life Insurance customers.
• Supporting customers through important life events and policy changes.
• Reviewing customer needs and identifying appropriate solutions.
• Updating customer records accurately across internal systems.
• Delivering fair and positive customer outcomes.
• Collaborating with colleagues and specialist teams to resolve enquiries.
• Following regulatory requirements and internal processes.
• Contributing ideas that improve customer experiences and team performance.

Skills

Communication

Listening

Phone etiquette

Customer service

Teamwork

Learning aptitude

Attention to detail

Tech proficiency

Job description

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 underscore 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

At Legal & General, we help our customers protect the things that matter most. We’re looking for Customer Service Advisors to join our Life Customer Services team in Cardiff, supporting customers through important life events and helping them get the most from their policies.

Whether you’re an experienced customer service professional or looking to build a long-term career, we’ll provide the training, support and development you need to succeed in this hybrid role.

Salary £24,720.

What you’ll be doing:

• Taking inbound calls from Life Insurance customers
• Supporting customers through important life events and policy changes
• Reviewing customer needs and identifying appropriate solutions
• Updating customer records accurately across internal systems
• Delivering fair and positive customer outcomes
• Collaborating with colleagues and specialist teams to resolve enquiries
• Following regulatory requirements and internal processes
• Contributing ideas that improve customer experiences and team performance

Who we’re looking for:

• Excellent communication and listening skills
• A professional and confident telephone manner
• A passion for delivering great customer service
• Strong team‑working skills
• A willingness to learn and develop new skills
• Good attention to detail
• Confidence using multiple systems and technology
• A positive and customer‑focused approach

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:

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 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 #LI-LN1

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.