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For Companies At a Glance
- Tasks: Manage insurance applications and support clients through the process.
- Company: Fast-growing, tech-driven team at First Time Finance.
- Benefits: Remote work, competitive salary, bonuses, and career growth opportunities.
- Why this job: Join a values-led team and make a real difference for clients.
- Qualifications: 1+ year in protection insurance admin and strong communication skills.
- Other info: Exciting chance to grow with a rapidly scaling company.
The predicted salary is between 36000 - 60000 £ per year.
Join Our Growing Team at First Time Finance
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
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.
Insurance Case Manager (Protection & GI) employer: First Time Finance
Contact Detail:
First Time Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Case Manager (Protection & GI)
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Be ready to discuss how your experience aligns with their mission, especially in client care and support, which is key for the role of an Insurance Case Manager.
✨Tip Number 3
Practice your communication skills! As a clear communicator, you’ll need to convey complex information simply. Try mock interviews with friends or family to get comfortable discussing your experience and how it relates to the job.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Insurance Case Manager (Protection & GI)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in life insurance and general insurance. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your admin experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you care about doing the right thing for clients and how you can contribute to our team. Keep it friendly and professional – we love a personal touch!
Showcase Your Communication Skills: As an Insurance Case Manager, clear communication is key. In your application, give examples of how you've kept clients informed and managed communications effectively. We want to know you can handle it!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our tech-driven team!
How to prepare for a job interview at First Time Finance
✨Know Your Stuff
Make sure you brush up on your knowledge of life insurance, critical illness cover, and income protection. Familiarise yourself with the specific processes involved in submitting applications via insurer portals, as this will show that you're ready to hit the ground running.
✨Showcase Your Organisational Skills
Since the role requires managing your own caseload, be prepared to discuss how you stay organised and detail-focused. Bring examples of how you've successfully managed multiple tasks or projects in the past, and highlight any tools or methods you use to keep everything on track.
✨Communicate Clearly
As a case manager, you'll need to liaise with underwriters and keep clients informed. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few scenarios where effective communication made a difference in your previous roles.
✨Embrace the Company Culture
Research First Time Finance's values and culture. Be ready to explain why you resonate with their client-first attitude and tech-forward approach. Showing that you align with their mission can set you apart from other candidates.