Case Assessor

Matt Burton Associates Ltd
£17k per year + Bonus
30 Nov 2017
03 Jan 2018
Contract Type
Full Time

Case Assessor

£17,000 salary plus £1500 commission

Working hours Monday to Friday 8.30 – 5.30 or

plus 1 in 4 Saturdayspm (paid at overtime rate)

Employee Benefits:

22 days paid holidays (increasing with length of service), childcare vouchers, eye care, Company pension, discounted gym membership, interest free travel season ticket loan, private medical insurance, income protection, project partnership (min. 3 years’ service to share in annual profits), death in service

We are an award winning, market leading organisation within the personal insurance industry and we’re looking to expand our teams. The Case Assessor team is responsible for progressing client applications for life and other insurances – liaising with the client, medical practices, underwriters etc. via telephone and email.

With an average length of service of 8 years in our business we are looking for people who want to build a prosperous and progressive career within a culture that focuses on our core values: Care, Excellence, Openness, Tolerance and, above all, Honesty.

Role Summary

We are looking for a number of strong administrators to work within our Client Support department, managing the cases of our clients ensuring all documentation required by the insurance company has been obtained from the client or from another source.

Key Responsibilities & Requirements

  • Able to take information from clients, insurers and advisers and to display that information accurately on both internal and insurer systems.

  • Effectively and professionally communicate with clients by telephone, email and letter

  • Ensure that clients are updated in line with agreed timescales and procedures

  • Professionally liaise with insurers, surgeries and other relevant third parties

  • Manage pipeline business efficiently and within agreed timescales to achieve business targets

  • Understand and control the underwriting process to ensure applications are assessed correctly and efficiently

  • Establish a strong relationship with the team of support and advisers

  • Able to correctly complete Trust forms with clients in accordance with each insurers guidelines

  • Limit the amount of cases that drop off by liaising with all parties involved to reach a mutually satisfactory outcome

Qualifications and experience

  • Successful track record working in a customer service environment.

  • Exceptional telephone skills

  • Proven track record of providing excellent customer service.

  • Experience of working with databases (inputting).

  • Proven track record of high levels of accuracy and productivity

  • Proven track record of working to and achieving individual targets

  • Experience of working towards wider business targets

  • Experience of adhering to Data Protection regulations

Our culture statement

Ours is a great business and doing all these things and more means that we bring to life our culture statement which is: Our culture holds people at its heart and the most important people of all are our customers. To do right by our customers we have a culture that’s target driven, rewarding and fun. This culture drives the need for company-wide teamwork in a competitive yet respectful atmosphere. Our culture encourages us to try out new ideas and give change a chance.

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