Elizabeth King

Experience

• 

  LEGAL AND GENERAL ASSURANCE SOCIETY LIMITED

  Aug 1999 - Aug 2012

  Collaborate with Legal & General Department team to assess annuity rates by analysing customer lifestyle and medical conditions. Respond to client requests for information within agreed SLA. Review complex calculations for various schemes. Train new hires in work processes and provide training sign offs for existing staff members. Processed cases for compensation where customers claimed the mis-selling of Mortgage Endowments. Worked closely with the Financial Ombudsman, preparing files, ensuring criteria was met and keeping Customers regularly informed of timescales and outcomes. Provided life and general insurance quotes for independent financial advisers. Ensured compliance to all insurance industry regulations. Assessed medical and financial risk and verified adherence to anti-money laundering regulations.

  • Annuities Analyst

    May 2009 - Aug 2012

  • Ombudsman Liasion Consultant

    May 2007 - May 2009

  • Customer Service Representative

    Aug 1999 - May 2007
• 

  Legal & General

  Aug 2012 - Dec 2015

  Enhanced Annuity Underwriter

  Assess appropriate annuity rates by analysing customer medical conditions. Make use of internal and external underwriting philosophies to make robust decisions. Explain rationale for decisions to key stakeholders.