Case Manager

Anderson Recruitment Ltd
£18,000 - 20,000
14 Aug 2017
13 Sep 2017
Contract Type
This is an excellent permanent opportunity to join a fun and friendly team in Cheltenham who will reward you with bonuses, career progression and brilliant training!

Our client is looking for a permanent Case Manager to process applications from initial interview through to issuing policy documents.

Key Responsibilities:

- 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

Key skills:

- Professional telephone manner and excellent customer service skills

- 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

Salary: £18,000 -20,000 plus excellent benefits are included, such as supporting qualifications, pension scheme, private medical insurance and 20 days' holiday, rising to 25 with service.

Hours: Monday - Thursday, 8:30am-5pm with one set day of 8:30am-7pm. Friday, 8:30am-5:30pm and one in 3 Saturdays, 8:30am-12pm.