Hybrid Sales Support & Case Progression Specialist

DCA Recruitment; Ashford; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A family-run financial services company in the UK is seeking a Sales Support & Case Progression Executive. This hybrid role requires strong communication and organization skills, providing essential support in processing insurance applications and client management. Ideal candidates should have experience or desire to enter the financial services sector. The salary ranges from £30,000 to £35,000 depending on experience, with opportunities for training and progression within the company.

Benefits

Hybrid working

Ongoing training

Career progression opportunities

Qualifications

• Experience in financial services or regulated administration is beneficial.
• Comfortable with phone communication, including outbound calls.
• Methodical, reliable, and detail-oriented.

Responsibilities

• Process new life and critical illness applications.
• Chase updates from insurers and medical providers.
• Manage ongoing support and queries from policyholders.

Skills

Strong communication skills

Attention to detail

Ability to manage multiple cases

Customer service orientation

Job description

A family-run financial services company in the UK is seeking a Sales Support & Case Progression Executive. This hybrid role requires strong communication and organization skills, providing essential support in processing insurance applications and client management. Ideal candidates should have experience or desire to enter the financial services sector. The salary ranges from £30,000 to £35,000 depending on experience, with opportunities for training and progression within the company.