Senior Propositions Manager - Portals and Customer Journeys

at  LegalAndGeneral

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.
Job Description
We’re recruiting for a Senior Propositions Manager to join us. You will be responsible for optimising Portal and Customer journeys to meet the needs of Customers and Distributors and to extend the Distribution reach of Legal & General Retail Protection products, maximising value for the business. Lead on the identification and assessment of opportunities to optimise Portal and Customer journeys through to implementation.

What you’ll be doing:

• Identifying and assessing opportunities to optimise Portal and Customer journeys to meet customer needs and drive value for the business
• Developing and maintaining an in-depth understanding of the key drivers, challenges, legislative and regulatory issues facing the Insurance market and the impacts of these on customers, intermediaries, and Partners in relation to Portal and Customer journeys
• Leading the completion of competitor analysis, Customer and Distributor insights and analysis, and production of Management Information to support the definition of the Portal and Customer Journey optimisation strategy
• Working cross-functionally to develop new Portal and Customer Journey opportunities including with Distribution, Marketing, UW & Claims, Conduct, and Operations
• Being responsible for the development and presentation of business cases for new Portal and Customer Journey optimisation opportunities
• Ensuring all required governance is completed for new Portal and Customer Journey optimisation opportunities including Value for Money assessments and Product Lifecycle Management
• Regularly reviewing the risks and performance of Portal and Customer journeys to ensure they continue to meet the needs, characteristics, and objectives of the target market and are delivering good customer outcomes
• Ensuring any new, or updates to existing, Contractual Arrangements are put in place for any Portal and Customer Journey developments

Qualifications

Who we’re looking for:

• Financial planning e.g., CII FPC (CF1,2,3 etc); APFS
• Insurance e.g., ACII desired or equivalent experience
• Strong understanding of UK protection Portal and Customer Journeys and how to optimise them to drive customer and business value
• Understanding of the UK Protection market and its dynamics
• The regulatory and legislative environment for UK Protection
• Understanding of UK Protection products
• High level of commercial acumen to identify opportunities, build business cases and meet commercial targets
• Identifying, assessing and delivering Portal and Customer Journey optimisation activities to drive customer and business value
• Communicating and influencing cross-functionally at all levels
• Writing and presenting compelling business cases
• Analysing research, insights and data to inform Portal and Customer Journey optimisation strategy
• Leading cross-functional project teams

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

What you’ll be doing:

• Identifying and assessing opportunities to optimise Portal and Customer journeys to meet customer needs and drive value for the business
• Developing and maintaining an in-depth understanding of the key drivers, challenges, legislative and regulatory issues facing the Insurance market and the impacts of these on customers, intermediaries, and Partners in relation to Portal and Customer journeys
• Leading the completion of competitor analysis, Customer and Distributor insights and analysis, and production of Management Information to support the definition of the Portal and Customer Journey optimisation strategy
• Working cross-functionally to develop new Portal and Customer Journey opportunities including with Distribution, Marketing, UW & Claims, Conduct, and Operations
• Being responsible for the development and presentation of business cases for new Portal and Customer Journey optimisation opportunities
• Ensuring all required governance is completed for new Portal and Customer Journey optimisation opportunities including Value for Money assessments and Product Lifecycle Management
• Regularly reviewing the risks and performance of Portal and Customer journeys to ensure they continue to meet the needs, characteristics, and objectives of the target market and are delivering good customer outcomes
• Ensuring any new, or updates to existing, Contractual Arrangements are put in place for any Portal and Customer Journey development

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 hear