Case Manager

Red Recruitment
£18000 - £20000 per annum
30 Nov 2017
11 Dec 2017
Contract Type
Full Time

JOB ROLE:Case Manager

JOB TYPE:Permanent

HOURS: 41 hours per week (shift patterns inc 1 in 3 Saturday mornings)

SALARY: £18,000 - £20,000

LOCATION: Cheltenham


As a Case Manager you will:

  • Conduct telephone interviews with clients to run through life and health insurance applications
  • Accurately submit the information gathered in real time on to the insurer's online portal
  • Run through post-sale compliance disclosures with the client over the telephone to ensure the client understands the main policy benefits and exclusions
  • Prepare and send post sale documentation to the client
  • Provide regular updates to the client during the application process
  • Respond to queries from both clients and insurers in a pro-active manner
  • Provide general administrative support to the sales teams
  • Champion and drive a strong culture of compliance and regulatory principles such as Treating Customers Fairly (TCF)

What we need from you:

  • First class, professional communicator
  • Professional telephone manner
  • Ability to gather accurate information through open, probing questioning
  • Great eye for detail
  • Excellent administration, organisation and prioritisation skills
  • Ability to work well in a fast paced environment
  • Takes accountability for own performance and initiates improvements when required
  • Confidence with computers

Things to know:

  • Support to progress and full training provided
  • Pension scheme
  • 28 days holiday, rising to 33 with service (including public holidays)
  • Employee enrichment including several social events, discounted gym membership, retail discounts scheme, and child care vouchers
  • Great city centre transport links

If you are, or know someone that may be interested, please submit your CV to or call us now on 01452 318100!

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