Insurance Case Manager (Protection & GI)

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

Job summary

Join a growing team at First Time Finance as an Insurance Case Manager. With a tech-driven approach, you'll manage and process insurance policies, providing support to clients throughout their journey. This role offers remote work with opportunities for professional growth in a collaborative, client-focused environment.

Benefits

Remote working with quarterly London office meet-ups

Competitive salary + bonus

Opportunities to grow your career

Values-led team

Tech-forward culture

Qualifications

• 1+ year of experience in protection insurance administration.
• Confident navigating insurer platforms and portals.
• Highly organised and detail-focused.

Responsibilities

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

Skills

Organisational skills

Attention to detail

Client communication

Proactivity

Job description

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Client:

First Time Finance

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Job Category:

Other

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EU work permit required:

Yes

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Job Views:

5

Posted:

31.05.2025

Expiry Date:

15.07.2025

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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.