Protection Case Manager

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Monitoring the status of submitted cases during the underwriting process

• Communicating with customers to gather additional information

• Coordinating with insurers and GP surgeries to facilitate and expedite the process

• Collaborating with Sales Managers and Protection Experts to provide updates

• Utilizing Salesforce and Google Sheets to track and oversee case progress

• Taking responsibility for maintaining the engagement and warmth of leads

⛳️ Requirements

• At least 2 years of experience in a protection or case management setting

• Demonstrated ability to manage a substantial caseload

• Exceptional organizational skills for handling a busy and dynamic case pipeline

• Capacity to deliver a superior customer experience, consistently exceeding expectations

• Proficient in using CRM systems, including Salesforce and Google Sheets/Excel

• Keen attention to detail

• Proactive approach with a readiness to tackle new cases or challenges

🏝️ Benefits

• A competitive starting salary of £32,000 per annum along with 25 days of holiday plus bank holidays

• An additional half day off to celebrate your birthday

• A full day off for moving house

• Two company-wide closure days each year

• The flexibility to work from anywhere in the world for up to 22 days annually

• Sick pay and sick pay insurance included

• Access to a wellness programme provided by Able Futures

• Subsidized private medical insurance

• Coverage for Critical Illness and Death in Service benefits

• Enhanced parental and adoption pay

• Compassionate leave provisions

• Long service awards reaching up to £7000

• And much more!