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Customer Service Representative Workplace Pensions

Company Description

Legal & General supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses.

Our Retail division helps people enjoy a more colourful retirement, both directly and through their employers, including Lifetime Mortgages, Retirement Interest Only Mortgages and financial advice on our range of lending products.

We are the UK’s number one individual life insurer, and also provide Group Protection products for employers – all helping people to plan for the unexpected. We support home buying through our Mortgage Club – the UK’s largest – and our award-winning Surveying Services team. And our fintech team finds and supports socially useful start-ups and scale-ups working in the workplace, home, insurance and wealth areas.

Joining us means helping create brighter financial futures for all our customers. 

Recruiter: Abbie Burridge [email protected]

 

Job Description

We’re recruiting for Customer Service Representatives to join our Workplace Pensions and team with a starting salary of £22,000-£24000 depending on experience. This is a hybrid role where you’ll work 3 days from home and 2 days in our Cardiff office, Monday-Friday 9am-5pm, some of our roles may also be more flexible with working hours for example, 8.30am - 4.30pm.

Internally, this role maybe called something different, depending on which team you join. We’ll work with you on which department compliments your personality and strengths best. 

Our teams are made up of professionals from different backgrounds including call centre, retail, hospitality, and sales. 

    What you'll be doing:

    • The tasks are varied, meaning you’ll be talking to colleagues and customers regularly. It’s important to note that this role is a hybrid role which will involve administrative or processing work and you will be talking to customers on the phone too 
    • Dealing with all correspondence from our internal and external customers, keeping them up to date on progress to ensure next stages are understood 
    • Maintaining scheme data, administering, and updating individual customer and client records 
    • Collaborating with other team members to ensure that customer enquiries and issues are resolved quickly and efficiently 
    • 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

    Who we're looking for:

    • The skills below are important to us. Rest be assured, we will show you the L&G way. You’ll be in our full-time office-based induction for a couple of weeks so, you’ll have the tools you need before you start helping our customers and clients 
    • People who love helping people! People who are straightforward, ambitious, authentic, collaborative, and purposeful 
    • Strong communication and administration skills and passion to support customers, whatever their personal circumstances 
    • Confidence in using a desktop or laptop and experienced in using MS Office 

     

    Here’s what our colleagues said about working for Legal and General: 

    "It’s great to be around people who are different to you. Our team really embraces diversity and ensures everyone feels they belong.” 

    “I fell in love with the job and my colleagues – and now I can’t imagine working anywhere else.” 

    “I’d heard L&G was amazing at supporting people’s career aspirations – and my experience here so far has shown that it’s true.” 

    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   
    • 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

    Additional Information

    Legal & General is a leading financial services group and major global investor, 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 aim to build a better society for the long term by investing our customers’ money in things that make life better for everyone.

    If you join us, you’ll be part of a welcoming 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.

    If you’re open to find out more, we'd love to hear from you.

    Average salary estimate

    $32500 / YEARLY (est.)
    min
    max
    $29000K
    $36000K

    If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

    What You Should Know About Customer Service Representative Workplace Pensions, LegalAndGeneral

    At Legal & General, we are excited to announce an opening for a Customer Service Representative in our Workplace Pensions team, based in Central Square, Cardiff. Starting with a competitive salary of £22,000 to £24,000, this hybrid role allows you the flexibility to work three days from home and two days in our vibrant office environment. We cater to various experiences, inviting individuals from call center backgrounds, retail, hospitality, or even sales, as we believe diverse experiences enrich our teams. In this role, you’ll engage with both our internal teams and customers, handling everything from correspondence to administrative tasks. Your ability to maintain scheme data, update individual records, and work collaboratively with other members will be crucial in ensuring our customers receive the best service. We pride ourselves on delivering compassionate service, especially for our vulnerable customers, making sure you can support them through personalized interactions. Strong communication, administration skills, and a passion for helping people are key attributes we’re looking for. Plus, enjoy a fantastic benefits package including performance-related bonuses, a solid pension scheme, life assurance, and generous holidays. With a culture that embraces diversity and focuses on your career aspirations, Legal & General could be the perfect place for you to grow while helping others create brighter financial futures. If you're ready to embark on this journey with us, we can't wait to hear from you!

    Frequently Asked Questions (FAQs) for Customer Service Representative Workplace Pensions Role at LegalAndGeneral
    What are the requirements to become a Customer Service Representative at Legal & General?

    To become a Customer Service Representative at Legal & General, we seek individuals who have strong communication and administrative skills. Experience in customer service roles such as retail, hospitality, or sales is beneficial. Additionally, confidence in using desktop or laptop computers and familiarity with MS Office is required. We value authenticity, ambition, and a genuine desire to help others, making it essential for candidates to embrace these qualities.

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    What is the salary range for a Customer Service Representative at Legal & General?

    The salary for a Customer Service Representative at Legal & General starts from £22,000 and can go up to £24,000 depending on experience. This competitive salary reflects our commitment to rewarding hard work and helping our employees achieve their financial goals.

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    Is the position of Customer Service Representative at Legal & General remote?

    Yes! The Customer Service Representative role at Legal & General is a hybrid position, which means you will work three days from home and two days in our Cardiff office. This flexibility allows you to balance your work life and personal commitments effectively.

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    What kind of training will I receive as a Customer Service Representative at Legal & General?

    As a new Customer Service Representative at Legal & General, you will undergo a comprehensive full-time office-based induction for a couple of weeks. This training will equip you with all the tools and knowledge necessary to excel in your position and provide outstanding service to our customers.

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    What benefits do Customer Service Representatives receive at Legal & General?

    Customer Service Representatives at Legal & General enjoy a rich benefits package that includes participation in an annual performance-related bonus plan, a generous pension contribution, life assurance, private medical insurance for permanent employees, and at least 25 days of annual leave. You can also benefit from various discounts and initiatives, including an electric car scheme.

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    What is the work culture like at Legal & General for Customer Service Representatives?

    The work culture at Legal & General is inclusive and supportive, fostering an environment where teamwork and collaboration thrive. We value diversity and aim to create a welcoming atmosphere for all employees. Our leadership is committed to your well-being and career growth, ensuring that all voices are heard and respected.

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    What are the career advancement opportunities for Customer Service Representatives at Legal & General?

    Legal & General is dedicated to supporting the career aspirations of its employees. As a Customer Service Representative, you'll have various opportunities to develop your skills and advance your career within the company. We offer growth paths and training programs that empower you to take on new challenges and assume greater responsibilities.

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    Common Interview Questions for Customer Service Representative Workplace Pensions
    How would you handle a difficult customer as a Customer Service Representative?

    When confronted with a difficult customer, I would start by actively listening to their concerns, showing empathy, and ensuring I understand their issues fully. My goal would be to remain calm and collected, reassuring them that I am there to help. I would then work towards finding a suitable solution that addresses their needs while following company policies.

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    Can you explain how you stay organized when dealing with multiple customer inquiries?

    To stay organized while handling multiple customer inquiries, I prioritize tasks based on urgency and impact. Utilizing tools like to-do lists and customer tracking systems helps me keep track of all interactions. I also make it a point to follow up regularly, ensuring I provide timely updates to customers and maintain efficient processes.

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    What does excellent customer service mean to you?

    Excellent customer service means building a genuine connection with customers, understanding their needs, and going above and beyond to meet those needs. It involves providing timely, accurate information while remaining approachable and patient, ensuring that customers feel valued and appreciated throughout their experience.

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    Describe a time when you successfully resolved a customer's issue.

    In a previous role, a customer was frustrated about a billing error. I calmly listened to their concerns, verified the issue, and explained the steps I would take to correct it. By keeping the customer informed throughout the resolution process, we not only resolved the issue quickly but also built trust, leading to positive feedback about their experience.

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    How do you ensure you are up to date with knowledge about the company's products and services?

    I believe it’s crucial to stay informed about the company’s products and services. To achieve this, I regularly engage with training materials, attend team briefings, and actively participate in discussions with colleagues. I also make it a habit to explore resources and updates to ensure I can provide accurate and helpful information to customers.

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    What strategies do you use to communicate effectively with team members?

    To communicate effectively with team members, I prioritize active listening and clarity in my messaging. I encourage open dialogue by asking for feedback and ensuring everyone feels comfortable sharing their thoughts. Utilizing collaboration tools and scheduling regular check-ins help us stay on the same page and enhance our teamwork.

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    How would you approach dealing with a customer dissatisfied with a policy decision?

    Dealing with a dissatisfied customer requires empathy and understanding. I would first listen carefully to their concerns, validate their feelings, and then calmly explain the rationale behind the policy. If possible, I’d offer alternative solutions while reinforcing that I'm here to support them.

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    Tell us about a time you had to meet a tight deadline.

    In a previous role, I had to complete several customer inquiries within a strict deadline. I broke the tasks down into manageable parts and prioritized them based on urgency. By focusing my efforts and avoiding distractions, I completed all tasks on time while maintaining a high quality of service.

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    What steps would you take if you did not know the answer to a customer’s question?

    If I encounter a customer question I don't know the answer to, I would first acknowledge my lack of information and reassure them that I’m committed to finding the right answer. I would then utilize available resources, consult with colleagues if necessary, and follow up with the customer as soon as I have the information they need.

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    Why do you want to work as a Customer Service Representative at Legal & General?

    I want to work as a Customer Service Representative at Legal & General because the company values diversity, shares a commitment to helping individuals plan for their financial futures, and fosters an inclusive work environment. I believe my passion for supporting customers aligns perfectly with Legal & General’s mission, and I'm eager to contribute to the positive impact you have on people’s lives.

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    They are not only a top 20 global asset manager but also the UK’s largest provider of individual life assurance products and a market leader in managing retirement risk for pension schemes, both in the UK and US. Their purpose is to improve the li...

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    DATE POSTED
    November 29, 2024

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