Insurance Case Manager (Protection & GI)

JR United Kingdom; Bournemouth; Remote; GBP 25,000 - 35,000; Full time

Job summary

A growing tech-driven company is looking for an experienced Insurance Case Manager to join their team. This role involves processing protection policies, supporting advisers, and ensuring client satisfaction. With competitive salary and remote working options, it's a chance to grow within a rapidly scaling organization.

Benefits

Remote working with quarterly London office meet-ups

Competitive salary + bonus

Unparalleled opportunities for career growth

Values-led team culture

Tech-forward environment

Qualifications

• 1+ year of experience in protection insurance administration is required.
• Confident in using insurer platforms and portals.
• Detail-oriented with strong organisational skills.

Responsibilities

• Submit protection and GI applications via insurer portals.
• Liaise with underwriters and resolve case queries.
• Manage communications and keep clients informed.

Skills

Organisation

Communication

Client-first attitude

Attention to detail

Proactivity

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.