Life Insurance Sales Support & Case Progression Specialist

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

Job summary

A family-run financial services company in the United Kingdom is seeking a highly organized Sales Support & Case Progression Executive. This permanent, full-time position offers hybrid working with a minimum of three days in the office. The ideal candidate will support advisers, manage case progression, and ensure clients receive professional service. Strong communication skills and a background in financial services or regulated administration are essential. Competitive salary between £30,000 and £35,000 depending on experience.

Benefits

Full training on FCA-compliant processes

Ongoing support from experienced advisers

Progression opportunities

Qualifications

• Experience in financial services or regulated administration preferred.
• Confidence in communicating with customers and professionals.
• Ability to manage multiple cases and maintain high standards of service.

Responsibilities

• Process new life, critical illness, and income protection applications.
• Update CRM systems and internal records.
• Support advisers with regulated post-sale administration tasks.
• Chase insurers and underwriters for updates.

Skills

Strong communication skills

Attention to detail

Organizational skills

Proficient phone communication

Tools

CRM systems

Job description

A family-run financial services company in the United Kingdom is seeking a highly organized Sales Support & Case Progression Executive. This permanent, full-time position offers hybrid working with a minimum of three days in the office. The ideal candidate will support advisers, manage case progression, and ensure clients receive professional service. Strong communication skills and a background in financial services or regulated administration are essential. Competitive salary between £30,000 and £35,000 depending on experience.