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For Companies At a Glance
- Tasks: Manage protection cases from application to policy issue, ensuring smooth processing.
- Company: Loan.co.uk is revolutionising protection insurance with a focus on client care and innovative solutions.
- Benefits: Enjoy remote work flexibility, 29 days holiday, monthly commission, and access to Perkbox discounts.
- Why this job: Join a supportive team redefining protection insurance while making a real impact for clients.
- Qualifications: Previous experience in protection insurance or client-focused roles is preferred; strong communication skills are essential.
- Other info: We welcome applicants from all backgrounds and support your growth in this role.
The predicted salary is between 28800 - 43200 £ per year.
Help us build a smarter, simpler protection offering — from the ground up.
At Loan.co.uk, we’re building a smarter, simpler protection offering — from the ground up. We believe everyone deserves peace of mind, and with the right cover, that peace is possible. As a Protection Case Manager, you’ll play a vital role in helping our clients secure the cover they need quickly, confidently, and with care. If you’re someone who thrives in a fast‑paced, tech‑forward environment and has an eye for detail, this could be the role for you.
What You’ll Be Doing
- Reviewing and processing protection applications across products such as life insurance, income protection, and critical illness cover.
- Liaising with clients and insurers to ensure all documentation and disclosures are accurate and complete.
- Creating and managing case requirement lists for Advisers to support client conversations.
- Tracking cases through underwriting and chasing outstanding information.
- Working collaboratively with Advisers to move cases smoothly through each stage.
- Keeping your case list organised and meeting daily and weekly workflow goals.
- Ensuring all compliance and regulatory checks are completed accurately and on time.
- Helping to drive policy conversion rates by keeping cases moving and clients informed.
We’re Looking For Someone Who
- Has previous experience in protection insurance case management or an administration role.
- Understands the protection market and the importance of getting clients the right cover quickly.
- Is highly organised with great attention to detail and the ability to juggle multiple cases at once.
- Communicates clearly and warmly, both in writing and over the phone.
- Is solutions‑focused, proactive, and comfortable using tech to work smarter and faster.
Why You’ll Love Working Here
- A salary that reflects your experience and impact.
- Monthly commission – your performance matters, and you’ll see the reward.
- 29 days holiday (including bank holidays), with more the longer you stay.
- Work from anywhere in the UK – we trust you to get the job done.
- Perkbox – access to discounts on travel, wellness, shopping, and more.
- Company pension via True Potential Investor.
- BUPA health cover – because your wellbeing matters to us.
What It’s Like to Work Here: You’ll be joining a supportive, forward‑thinking team that’s redefining how protection should feel—for clients and colleagues alike. We’re building something better: a modern, inclusive broker that puts people at the heart of everything we do.
Ready to Join Us? If this sounds like your kind of role, we’d love to hear from you. Don’t worry if you don’t tick every single box—if you’ve got the skills, passion, and potential to grow into the role, we’re ready to support you. We’re an equal opportunity employer and welcome applicants from all backgrounds. If you need any adjustments to support your application or interview, just let us know.
At Loan.co.uk, we believe in better—better tech, better support, and better outcomes. If that resonates with you, let’s talk.
We’re committed to protecting your privacy. Before applying, please read our Recruitment Privacy Notice. By applying, you agree to the processing of your personal data as outlined in the notice.
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Protection Case Manager employer: Loan.co.uk
Contact Detail:
Loan.co.uk Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Case Manager
✨Tip Number 1
Familiarise yourself with the protection insurance market. Understanding products like life insurance, income protection, and critical illness cover will not only boost your confidence but also help you engage more effectively with clients and advisers during the interview.
✨Tip Number 2
Showcase your organisational skills by preparing examples of how you've managed multiple cases or projects simultaneously in previous roles. This will demonstrate your ability to juggle tasks efficiently, which is crucial for a Protection Case Manager.
✨Tip Number 3
Practice your communication skills, both verbal and written. Since the role involves liaising with clients and insurers, being able to convey information clearly and warmly will set you apart from other candidates.
✨Tip Number 4
Be prepared to discuss how you use technology to enhance your work processes. Highlight any tools or software you've used in the past that helped streamline case management or improve client interactions, as this aligns with the tech-forward environment at Loan.co.uk.
We think you need these skills to ace Protection Case Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in protection insurance case management or similar roles. Use keywords from the job description to demonstrate that you understand the requirements and can fulfil them.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients secure the right cover. Mention specific examples of how you've successfully managed cases in the past and how your skills align with the role at Loan.co.uk.
Highlight Your Organisational Skills: In your application, emphasise your ability to juggle multiple cases and stay organised. Provide examples of how you've managed workflows effectively in previous positions, as this is crucial for the Protection Case Manager role.
Showcase Your Communication Skills: Since the role involves liaising with clients and insurers, make sure to highlight your strong communication skills. Include examples of how you've communicated clearly and effectively in both written and verbal formats.
How to prepare for a job interview at Loan.co.uk
✨Understand the Protection Market
Make sure you have a solid grasp of the protection insurance landscape. Familiarise yourself with products like life insurance, income protection, and critical illness cover. This knowledge will help you demonstrate your expertise and show that you're ready to hit the ground running.
✨Showcase Your Organisational Skills
As a Protection Case Manager, you'll need to juggle multiple cases at once. Prepare examples from your past experiences where you've successfully managed several tasks simultaneously. Highlight your attention to detail and how you keep everything organised.
✨Communicate Warmly and Clearly
Effective communication is key in this role. Practice articulating your thoughts clearly and warmly, both verbally and in writing. You might even want to prepare for common interview questions by rehearsing your responses with a friend or in front of a mirror.
✨Be Solutions-Focused
Demonstrate your proactive approach by discussing how you've tackled challenges in previous roles. Share specific examples of how you identified problems and implemented solutions, especially in client-focused environments. This will show that you're not just reactive but also forward-thinking.
