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Financial Services Case Manager Hybrid

Cameron James
Posted 10 days ago, valid for 14 days
Location

London, Greater London EC1R 0WX

Salary

£40,000 - £48,000 per annum

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Contract type

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our client, a leading protection broker in the UK with over 70 years of experience, is seeking an experienced Protection Case Manager or Administrator to join their award-winning team in The City.
  • The role involves end-to-end administration of cases, requiring in-depth knowledge of financial services and excellent organizational skills.
  • Candidates should ideally have experience in the life protection market, with a strong attention to detail and proficiency in Microsoft Office.
  • The position offers a competitive salary along with a bonus and benefits package, including health insurance and gym membership.
  • Candidates should have at least several years of relevant experience in financial services or life insurance underwriting.

Our client Founded over 70 years ago are considered to be the UK’s leading protection broker for prominent, high profile, high net worth individuals.

A fantastic opportunity is available for an experienced Protection Case Manager / Protection administrator to work for an award-winning specialist insurance broker based in The City.

Forming an integral part of the advice team, this administrator role will work alongside the firms Advisers supporting them in providing a seamless service to clients, whilst working within a friendly, collegiate team that is widely recognised for its unrivalled expertise in this area.

The successful candidate must have an in-depth knowledge of wider financial services, be highly organised, take responsibility and control of situations. You will be responsible for the end-to-end administration of cases, liaising with product providers, lawyers and in-house underwriter.

Candidates from a Life Insurance Underwriting background will also be considered.

PERSON SPECIFICATION

  • Ideally have an understanding of the life protection market
  • Knowledge of the personal protection and business protection market would be an advantage
  • Take a 'hands on’ approach to managing own files and a broad case load with a keen eye for detail.
  • Excellent Microsoft office skills

They offer an extremely competitive package, including bonus and benefits. This role would initially be based in our office’s 4 days pw and 1 day working from home, we would consider this moving to 3 days in the office and 2 working from home after an initial period if desired.

Benefits include;

  • Company events
  • Health & wellbeing programme
  • Life insurance
  • Private medical insurance
  • Gym membership

Please apply on-line or contact Cameron James

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.