Insurance Case Manager (Protection & GI)

🚀 Join Our Growing Team at First Time Finance

We’re looking for an experienced Insurance Case Manager to join our fast-growing, tech-driven team. If you’ve got at least 1 year of admin experience in life insurance, critical illness cover, income protection, and general insurance, and you care about doing the right thing for clients – we’d love to hear from you.

You’ll play a key role in ensuring protection policies are smoothly processed and set up correctly, helping our clients feel supported every step of the way.

🔍 What You\’ll Be Doing

• Submitting protection and GI applications via insurer portals
• Liaising with underwriters and resolving case queries
• Managing communications and keeping clients informed
• Placing policies into trust where appropriate
• Double-checking all details to ensure accurate and compliant setups
• Supporting two advisers and managing your own caseload

✅ What We’re Looking For

• 1+ year of experience in protection insurance administration
• Confident navigating insurer platforms and portals
• Highly organised, detail-focused, and proactive
• Clear communicator with a client-first attitude
• Excited to grow with a rapidly scaling company

🌱 Why Join Us?

• Remote working with quarterly London office meet-ups
• Competitive salary + bonus
• Unparalleled opportunities to grow your career as the company scales
• A values-led team that genuinely cares about clients
• Tech-forward culture with streamlined systems and processes

📩 Ready to Apply?

Click Apply Now or send us a message if you have any questions.