Case Manager - Protection Insurance - CareerStone : Job Details

Case Manager - Protection Insurance - Premier London Mortgage Business

Base salary up to £32k DOE + Quarterly bonus

London

*Hybrid role - 3 days office based, 2 days working from home*

Benefits:

As a Protection Administrator for one of the country's leading Mortgage & Protection Brokers, you will receive:

• A competitive salary, additional performance bonus
• Thorough onboarding program and continual support
• Flexibility to work from home 2 days a week
• Generous holiday allowance
• Pirkx/Boostworks membership with EAP
• A workplace pension
• An inclusive, team orientated employer that strives to succeed and stand out in the industry

The Company:

We are recruiting for one of London's largest and most prestigious whole of market independent Mortgage & Protection Brokers.

As a highly respected name in the market, they provide mortgage/protection advice and complementary products to individuals/employees within major FTSE250 corporations.

With a reputation built on trust and outstanding service they have continued to grow year on year, and as such are currently seeking an experienced Protection Administrator to support their team of Advisers.

The Position of Case Manager:

You will be responsible for providing expert support to a team of skilled Protection Advisers who will be processing protection applications for their enviable client base. You will assist with the servicing of existing and new clients and undertake additional PA tasks to assist all brokers with their day-to-day activities.

Specific responsibilities of the Case Manager:

• Complete underwriting process from quote to placing the policy on risk
• Conducting whole of market research on where to place certain applications
• Electronic filing of client correspondence and all other relevant documentation
• Providing first class, exceptional customer service to clients
• Handling communication with protection providers, underwriters, GPs and clients ensuring requirements are met and all cases are dealt with promptly
• Helping clients to arrange medicals and following up with surgeries to acquire medical reports
• Sending and chasing completed Trust forms
• Conduct weekly pipeline meetings with Advisers

What we are looking for:

Our client has consistently grown year after year and is looking for someone to join the business with the same passion for customer excellence as the rest of the team. We are seeking someone who can demonstrate:

• At least 2 years prior experience in a Case Manager or Protection/Mortgage Administrator position
• Good general knowledge of all providers and their processes
• Solid working knowledge of MS Office and associated software
• Experience in managing the relevant end-to-end systems throughout a protection application
• Experience working with third parties including GPs and insurers
• Seamless organisational and communication skills
• A motivated character committed to continued professional development

To apply for this Case Manager/Protection Administrator role, please hit the 'Apply Now' button to send us a copy of your CV.