Insurance Case Manager (Protection & GI)

JR United Kingdom; Exeter; Remote; GBP 30,000 - 40,000; Full time

Job summary

Join a fast-growing, tech-driven team as an Insurance Case Manager at a leading finance company in Exeter. You'll play a crucial role in processing protection policies, ensuring clients are supported throughout the experience. Ideal candidates will have at least one year of experience in life insurance or similar fields, showcasing excellent communication and organizational skills.

Benefits

Remote working with quarterly London office meet-ups

Competitive salary + bonus

Unparalleled 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.
• Excited to grow with a rapidly scaling company.

Responsibilities

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

Skills

Organizational skills

Attention to detail

Communication

Proactivity

Job description

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Insurance Case Manager (Protection & GI), exeter

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Client:

First Time Finance

Location:

exeter, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

12

Posted:

06.06.2025

Expiry Date:

21.07.2025

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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.