Income Protection Consultant
Income Protection Consultant

Income Protection Consultant

Full-Time 30000 - 40000 £ / year (est.) No home office possible
LegalAndGeneral

At a Glance

  • Tasks: Manage Income Protection claims and build positive relationships with customers.
  • Company: Join Legal & General, a leading UK financial services group.
  • Benefits: Enjoy competitive salary, generous holiday, healthcare, and performance bonuses.
  • Other info: Flexible working options and a supportive, inclusive culture.
  • Why this job: Make a real difference in people's lives during critical times.
  • Qualifications: Experience in customer-focused roles; strong communication and IT skills.

The predicted salary is between 30000 - 40000 £ per year.

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 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

We’re looking for an Income Protection Claims Consultant to join our Retail Protection Claims team. This is a great opportunity for someone who enjoys working with customers, building relationships and managing claims. You’ll play a key role in delivering a fair, supportive and consistent claims experience, making a real difference to people when they need it most.

What you'll be doing:

  • Setting up and managing new Income Protection claims
  • Requesting and reviewing medical evidence from GPs, consultants and other specialists
  • Reviewing claims in line with agreed assessment timescales
  • Building positive relationships with customers, IFAs and third parties
  • Maintaining accurate records and ensuring claims are handled in line with processes and legislation
  • Delivering a consistent, timely and customer‑focused service aligned to service level agreements
  • Identifying complaints or breaches and escalating them appropriately
  • Handling inbound calls with confidence and professionalism

Who we're looking for:

  • Experience working in a claims, insurance or customer‑focused environment
  • Knowledge of Income Protection products or a willingness to build this knowledge
  • Strong communication skills with the ability to build trust and rapport
  • A customer‑centred approach with the confidence to manage sensitive situations
  • Good judgement and attention to detail when reviewing information and evidence
  • Strong IT skills, including Microsoft Word and Excel
  • The ability to manage workloads, deadlines and priorities effectively
  • A collaborative mindset with a willingness to support team goals

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 the 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, 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.

Income Protection Consultant employer: LegalAndGeneral

Legal & General is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee wellbeing and development. With a strong focus on customer service, the role of Income Protection Consultant allows you to make a meaningful impact while enjoying competitive benefits such as performance-related bonuses, generous holiday allowances, and opportunities for flexible working. Join us in our modern, sustainable offices where your contributions are valued and your career can flourish.
LegalAndGeneral

Contact Detail:

LegalAndGeneral Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Income Protection Consultant

✨Tip Number 1

Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. Building relationships can open doors that applications alone can't.

✨Tip Number 2

Prepare for interviews by researching the company and its values. Understand their approach to customer service and claims management, so you can show how you align with their mission.

✨Tip Number 3

Practice your communication skills! Role-play common interview questions with a friend or use online resources. Being able to articulate your thoughts clearly is key in a customer-focused role.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at L&G.

We think you need these skills to ace Income Protection Consultant

Claims Management
Customer Relationship Building
Medical Evidence Review
Attention to Detail
Communication Skills
Customer-Centred Approach
Judgement
IT Skills
Microsoft Word
Microsoft Excel
Workload Management
Team Collaboration
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Income Protection Consultant role. Highlight your experience in claims, insurance, or customer-focused environments, and don’t forget to mention any relevant skills that align with what we’re looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about helping customers and how your background makes you a great fit for our team. Keep it personal and engaging!

Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application reflects your ability to build trust and rapport. Use clear and concise language, and don’t shy away from sharing examples of how you’ve successfully managed sensitive situations.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way to ensure your application gets the attention it deserves, and you’ll find all the details you need right there!

How to prepare for a job interview at LegalAndGeneral

✨Know Your Stuff

Make sure you brush up on Income Protection products and the claims process. Familiarise yourself with common scenarios and how to handle them, as this will show your potential employer that you're serious about the role and ready to hit the ground running.

✨Showcase Your Communication Skills

Since this role involves building relationships with customers and third parties, practice articulating your thoughts clearly and confidently. Think of examples from your past experiences where you've successfully managed sensitive situations or resolved conflicts.

✨Demonstrate Customer-Centric Thinking

Prepare to discuss how you would ensure a fair and supportive claims experience for customers. Think about what it means to be customer-focused and how you can apply that mindset in your day-to-day work.

✨Be Ready for Scenario Questions

Expect to face scenario-based questions during the interview. Prepare by thinking through how you would handle specific claims situations, including any challenges you might encounter and how you'd resolve them while adhering to processes and legislation.

Income Protection Consultant
LegalAndGeneral

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