Protection Case Manager jobs in United States
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Loan.co.uk · 1 month ago

Protection Case Manager

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level

Loan.co.uk is building a smarter, simpler protection offering. As a Protection Case Manager, you will manage the journey of each protection case from application through to policy issue, ensuring that clients secure the cover they need efficiently and accurately.

FinanceFinancial Services
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Growth Opportunities

Responsibilities

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

Qualification

Protection insurance experienceCase managementClient communicationAttention to detailProactive problem solvingTech proficiencyOrganizational skills

Required

Has previous experience in protection insurance case management or 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

Benefits

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

Company

Loan.co.uk

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Loan.co.uk is to help people and businesses reach their goals, both for today and tomorrow.
dateFounded in 2005
location
Bournemouth, Bournemouth, GBR
people-size51-200 employees
web-link
https://www.loan.co.uk/

Funding

Current Stage
Growth Stage

Recent News

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Company data provided by crunchbase