At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live. As a recognized market leader of term life insurance, we’re working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures.
We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals, and challenging ourselves to achieve more. We strive to create a unique environment where balance between work and life is possible. Our employees' passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture.
Handle all incoming service calls, emails and policy administration work while delivering prompt, accurate and exceptional customer service to all customers related to Retirement Services. Respond to all inquiries and follow-ups in a timely manner while meeting or exceeding pre-defined department and company standards. Assist with training Retirement Services Associates or LGA Customer Service on retirement products and services as needed. Assist with resolving exceptional policy related matters with superior results.
High school diploma or equivalent
ACS designation preferred
AAPA designation preferred
4+ years experience in a customer service/administrative related position
Life, Financial, Annuity, Retirement Benefits, P&C or Health insurance experience preferred
Understanding of pensions, annuities and life insurance products preferred
Understanding of ERISA law and regulations preferred
Excellent communication skills, both verbal and written
Strong customer service skills
Analytical and technical skills
Strong organizational skills and ability to prioritize
Ability to work in fast paced environment
Ability to work independently and within a team environment
Effective decision making skills
Knowledge of Microsoft Office (Word and Excel)