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- Tasks: Book valuation and survey appointments while providing excellent customer service.
- Company: Join Legal & General, a leading UK financial services group with a rich history since 1836.
- Benefits: Enjoy a competitive salary, flexible working options, and generous holiday allowances.
- Why this job: Make a real impact daily while developing your skills in a supportive environment.
- Qualifications: Confident communicator with customer service experience; organised and tech-savvy.
- Other info: Be part of an inclusive culture that values personal development and diverse perspectives.
The predicted salary is between 19500 - 27500 £ per year.
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.
L&G Retail 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.
Joining us means helping create brighter financial futures for all our customers.
Are you passionate about delivering excellent customer service and making a real impact every day? At Legal & General Surveying Services, we’re looking for a proactive and organised individual to join our Customer Team as a Customer Team Agent. You’ll play a key role in ensuring our customers receive a seamless and professional experience when booking valuation and survey appointments.
We’re offering a competitive base salary of £24,525 for this hybrid 6 month fixed term contract role.
What you’ll be doing:
- Booking valuation and survey appointments with customers using clear and confident communication
- Organising schedules for employed and panel surveyors using booking systems
- Supporting customers by providing guidance on service requirements
- Managing stakeholder relationships across internal teams and external partners
- Engaging in personal development and training opportunities
- Monitoring performance data to support continuous improvement
- Handling customer payments and unbooked survey instructions
- Tailoring services to meet the needs of different customer groups
Who we’re looking for:
- Confident communicator with strong telephone-based customer service experience
- Organised and efficient with the ability to manage multiple tasks
- Comfortable using booking systems and technology
- Knowledge of survey and valuation products is desirable
- Team player who collaborates well with others
- Adaptable and open to change in a fast-paced environment
- Committed to personal development and learning
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
- 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
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, term-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.
Customer Team Agent employer: Legal and General
Contact Detail:
Legal and General Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Team Agent
✨Tip Number 1
Familiarise yourself with the services offered by Legal & General, especially in the surveying and valuation areas. Understanding their products will help you engage more effectively during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Practice your communication skills, particularly over the phone. Since the role requires strong telephone-based customer service experience, consider role-playing scenarios with friends or family to build confidence and clarity in your responses.
✨Tip Number 3
Network with current or former employees of Legal & General on platforms like LinkedIn. They can provide insights into the company culture and expectations, which can be invaluable when preparing for your interview.
✨Tip Number 4
Showcase your organisational skills by preparing a mock schedule for booking appointments. This will not only demonstrate your ability to manage multiple tasks but also give you practical examples to discuss during your interview.
We think you need these skills to ace Customer Team Agent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant customer service experience, especially in telephone-based roles. Emphasise your organisational skills and ability to manage multiple tasks, as these are key for the Customer Team Agent position.
Craft a Strong Cover Letter: In your cover letter, express your passion for delivering excellent customer service. Mention specific examples of how you've positively impacted customer experiences in previous roles, and demonstrate your understanding of the company's mission and values.
Showcase Communication Skills: Since the role requires confident communication, consider including a section in your application that outlines your communication style and any relevant training or experience you have in this area. This could be through previous jobs or specific courses you've taken.
Highlight Adaptability: The job description mentions the need for adaptability in a fast-paced environment. Provide examples in your application of how you've successfully adapted to changes in previous roles, whether it be through new technologies or shifting priorities.
How to prepare for a job interview at Legal and General
✨Showcase Your Customer Service Skills
As a Customer Team Agent, your ability to deliver excellent customer service is crucial. Prepare examples from your past experiences where you successfully handled customer inquiries or resolved issues, demonstrating your communication skills and proactive approach.
✨Familiarise Yourself with Booking Systems
Since the role involves using booking systems, it’s beneficial to have a basic understanding of how these systems work. If possible, research common booking software used in the industry and be ready to discuss how you would adapt to new technologies.
✨Demonstrate Organisational Skills
The job requires managing multiple tasks efficiently. Be prepared to discuss how you prioritise tasks and manage your time effectively. You could share specific strategies or tools you use to stay organised in a busy environment.
✨Emphasise Team Collaboration
Legal & General values teamwork, so highlight your ability to work well with others. Share examples of how you've collaborated with colleagues or stakeholders in the past, and express your enthusiasm for contributing to a team-oriented culture.
