Insurance Case Manager (Protection & GI)

JR United Kingdom; Bath; Remote; GBP 30,000 - 35,000; Full time

Job summary

A growing tech-driven company in the insurance sector is looking for an experienced Insurance Case Manager to ensure smooth processing of protection policies. Join a values-led team that cares about clients, offering remote work and opportunities for career growth as part of your role. Ideal candidates should have over a year of experience in protection insurance, strong organizational skills, and a client-first attitude.

Benefits

Remote working with quarterly London office meet-ups

Competitive salary + bonus

Opportunities to grow your career

Values-led team atmosphere

Tech-forward culture

Qualifications

• 1+ year of experience in protection insurance administration.
• Confident navigating insurer platforms and portals.
• Detail-focused, highly organized, and proactive.

Responsibilities

• Submitting protection and GI applications via insurer portals.
• Liaising with underwriters and resolving case queries.
• Managing communications and keeping clients informed.

Skills

Client-first attitude

Attention to detail

Communication

Proactivity

Organizational skills

Job description

Social network you want to login/join with:

Insurance Case Manager (Protection & GI), Bath

Client:

First Time Finance

Location:

Bath, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

13

Posted:

06.06.2025

Expiry Date:

21.07.2025

Job Description:

Join Our Growing Team at First Time Finance

We’re looking for an experienced Insurance Case Manager to join our fast-growing, tech-driven team. If you’ve got at least 1 year of admin experience in life insurance, critical illness cover, income protection, and general insurance, and you care about doing the right thing for clients - we’d love to hear from you.

You’ll play a key role in ensuring protection policies are smoothly processed and set up correctly, helping our clients feel supported every step of the way.

What You'll Be Doing:

• Submitting protection and GI applications via insurer portals
• Liaising with underwriters and resolving case queries
• Managing communications and keeping clients informed
• Placing policies into trust where appropriate
• Double-checking all details to ensure accurate and compliant setups
• Supporting two advisers and managing your own caseload

What We’re Looking For:

• 1+ year of experience in protection insurance administration
• Confident navigating insurer platforms and portals
• Highly organised, detail-focused, and proactive
• Clear communicator with a client-first attitude
• Excited to grow with a rapidly scaling company

Why Join Us?

• Remote working with quarterly London office meet-ups
• Competitive salary + bonus
• Unparalleled opportunities to grow your career as the company scales
• A values-led team that genuinely cares about clients
• Tech-forward culture with streamlined systems and processes

Ready to Apply?

Click Apply Now or send us a message if you have any questions.