Company Description

Helping over ten million people around the world manage their savings, retirement plans and life insurance requires a lot of people behind-the-scenes.  It’s up to us in L&G Group functions – which includes our tech and digital teams, Group Finance, HR, Risk and Corporate Comms to provide the essential support services that all areas of the business need, here in the UK and overseas. Simply put, we enable everyone at Legal & General to do what they do best. That means we’re helping to improve our customers’ lives, and contributing to the success of the business every day.

Job Description

To monitor and record payments of commission to all Sales Channels ensuring both payment and statements are issued in a timely manner. All procuration fee payments made into the L&G Mortgage Club are prepared, allocated and reconciled accurately and efficiently. In addition, providing excellent service to all internal / external customers and Intermediaries in respect of investigation and processing ensuring all regulatory requirements are adhered to.

What you will be doing:

• Accurately prepare and process scans of Lender procuration fee data against the Mortgage Club database to enable accurate payment of Lender cases to the Societies Intermediaries within the required SLA. This includes the migration of data from various formats into acceptable formats for the Societies systems to process
• Ensure that the unverified database is regularly reviewed and investigated, to ensure payment is made to the appropriate Intermediaries in a timely manner via liaison with the Lender and/or Intermediary
• Maintain regular housekeeping and data cleansing of the Mortgage Club database in order to minimise the risk to the Society of invalid or fraudulent activity.
• Investigate all control reports that identify potential problems with commission or agency records highlighting any manual errors or system anomalies, thus preventing incorrect commission payments or agency reporting, recoveries and earned commission information being applied.
• Accurately perform a range of administrative functions within the Commission Payments systems, ensuring regular maintenance and reviews are carried out; including awareness of appropriate authority levels and monitoring of daily and monthly data downloads.
• Understand, resolve and respond to all referred Commission and procuration fee queries within the agreed SLA, projecting a professional customer care approach and excellent service to all Legal & General Intermediaries at all times.
• Provide full support to our front office Agency Enquires Team when required in providing cover for the telephone helpline and able to be able to deal with all commission related queries ensuring an ongoing service excellence is maintained to all our customers throughout
• Possess a working knowledge of all tasks undertaken by the team and work together to achieve team objectives and to perform to agreed SLA standards and business objectives in respect of quality, quantity and timeliness ensuring achievement of all times of the Society’s principles on Customer Experience, Everyday Matters, Our Strategy, Employee Engagement and Treating Customers Fairly.   
• Act as a positive role model and mentor to others in the team by consistently completing the role to the best ability, sharing knowledge, coaching and guiding junior members of the team, imparting experience and understanding in order to achieve reliably high standards.
• Assist and support the Team Manager/Operations Manager where required with additional responsibilities and undertaking ad-hoc projects to contribute to the overall effective management of the Department
• It is a requirement of Legal and General that its employees are aware of and conform to legal requirements in all activities both internal and external. Implicit in this is that all managers and staff not only conform to the appropriate standards in terms of Health and Safety, but also work to the highest standards of business.
• Ensure that all customers/stakeholders are treated fairly in line with Legal & General’s principles on Customer Experience, Everyday Matters, Our Strategy, Employee Engagement, Continuous Improvement and TCF policy 

Qualifications

• An ideal candidate would have a background within Financial Services.
• Your background could be from a customer services, admin, or data entry position
• Confident communicator, both written and verbal as will be required to liaise with lenders and brokers over the phone and email 
• Confident in processing high volumes of data using Excel
• Experience handling data and understanding of how to reconcile
• Ability to work as an individual and in a team environment

Additional Information

When you commit to Legal & General, we’ll commit to you too. That means we’ll recognise and reward your hard work, your performance and your contribution.

If you join us, you’ll get access to some great benefits, including private medical insurance, at least 25 days holiday (excluding bank holidays), a generous pension scheme, life assurance, and Income Protection. You can participate in our electric car scheme, which offers employees the option to hire a brand new electric car through tax efficient salary sacrifice. We’re also proud to offer competitive family leave. 

You’ll have the opportunity to participate in our annual, performance-related bonus plan and valuable share schemes. And then there are the many discounts we offer that you can take advantage of – both for our own products and at a range of high street stores and online offerings. 

The brand with the brolly is choosing today to change tomorrow.

Since 1836, we’ve grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. 

We’re all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet.

We need people who share our ambitions, agility and entrepreneurial spirit to help us do it.

At L&G, you’ll find a balance that helps you be your best. Empowered by hybrid working, we’re supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance.

Today, there’s over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us?

Great minds don’t have to think alike, so we welcome voices from all backgrounds. Bringing together people with different life experiences helps us build empathy with our customers and drive innovation.

We don’t just talk about it, we actively promote diversity and equitable opportunities for all. That means our employment decisions are made without regard to race, colour, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability or protected veteran status. In fact, we embrace every dimension of diversity to reflect the customers and communities we serve.

We think it’s important to create an inclusive environment where we can all belong, contribute and drive progress, where you can develop and grow, and be empowered. We want you to use your voice to help us build a better tomorrow.

We all work differently, and have different needs, which is why. we’re always open to discussing flexible working arrangements. Likewise, we’re committed to finding reasonable accommodations for candidates with specific needs during our recruiting process.

So whoever you are, wherever you are, whatever your story, we'd love to hear from you.