Pre-Sales Underwriter: Protect & Advise

Legal & General; Cardiff; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A major UK financial services group is seeking a detail-oriented Pre-Sales Underwriter in Cardiff. This role requires exceptional customer service skills and the ability to support the Retail Protection team. Responsibilities include providing accurate underwriting support, maintaining product knowledge, and communicating effectively with stakeholders. The ideal candidate will possess experience in customer-facing roles and a problem-solving mindset. A competitive salary and comprehensive benefits are offered, including performance bonuses, pensions, and flexible working options.

Benefits

Performance-related bonus plan

Generous pension contribution

Life assurance

Healthcare Plan

25+ days holiday

Electric car scheme

Employee discounts

Qualifications

• Understanding of insurance products and policy conditions.
• Ability to adapt communication style to suit different audiences.
• Strong attention to detail and accuracy in following underwriting flows.
• Excellent listening and telephony skills.
• Experience in pre‑sale underwriting or similar customer‑facing roles.

Responsibilities

• Communicate professionally with advisers and internal teams.
• Provide accurate pre-application underwriting terms and guidance.
• Support sales through effective questioning and lead generation.
• Record and share market intelligence using Salesforce.

Skills

Attention to detail

Communication skills

Problem-solving mindset

Financial calculations

Customer-facing experience

Tools

Salesforce

Job description

A major UK financial services group is seeking a detail-oriented Pre-Sales Underwriter in Cardiff. This role requires exceptional customer service skills and the ability to support the Retail Protection team. Responsibilities include providing accurate underwriting support, maintaining product knowledge, and communicating effectively with stakeholders. The ideal candidate will possess experience in customer-facing roles and a problem-solving mindset. A competitive salary and comprehensive benefits are offered, including performance bonuses, pensions, and flexible working options.