Helen Jackson

Helen Jackson

Claims Service Delivery Manager @ Legal & General

About Helen Jackson

Helen Jackson is a Claims Service Delivery Manager at Legal & General, where she has worked since 2020. She has extensive experience in customer service, performance management, and operational change within the financial services sector.

Work at Legal & General

Helen Jackson has been serving as the Claims Service Delivery Manager at Legal & General since 2020. In this role, she focuses on delivering customer service results through effective performance management. Prior to this position, she held multiple roles within the company, including Head of Operations for the Investor Portfolio Services and Head of Controls for the same division. Her tenure at Legal & General spans several years, showcasing her extensive experience in the financial services sector.

Previous Experience in Financial Services

Before her current role, Helen Jackson worked at Aegon as the Head of Operations from 2017 to 2019. Her responsibilities included overseeing operational processes and ensuring efficiency within the organization. Additionally, she served in various capacities at Legal & General, including Head of Operations for the Investor Portfolio Services from 2013 to 2016, and Head of Controls for a year in 2012. This diverse experience has equipped her with a comprehensive understanding of operational management in financial services.

Education and Expertise

Helen Jackson studied at Bournemouth University, where she achieved a degree in Business and Finance. Her educational background provides a solid foundation for her career in the financial services sector. She possesses skills in business process improvement and change management, which are essential for driving operational efficiency. Additionally, she has expertise in regulatory compliance, highlighting her capability to navigate the complexities of the financial industry.

Achievements in Operational Change

During her time at Legal & General, Helen Jackson successfully led the Investment Platform Migration into the Operations area. This initiative required strategic planning and execution, demonstrating her ability to manage significant operational changes. Her leadership in this project reflects her commitment to enhancing service delivery and operational effectiveness within the organization.

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