Case Manager
Core
Support brokers, policyholders, and the Sales team by managing protection business from application through to policy issue, acting as a trusted point of contact for queries and administration.
Role type
Protection Case Manager
Builds
Efficient protection business processes and strong broker relationships
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Broker relationship management, case administration, new business processing, query resolution, Treating Customers Fairly compliance, multi-priority management
Preferred skills
Life Assurance or Protection market experience, Life Assurance administration, policy servicing, new business processing, broker/intermediary support
Technologies
None stated
Responsibilities
Develop and maintain strong broker relationships, provide proactive support for protection queries, support the Sales Team through administration, process new business applications, manage broker and policyholder queries, adhere to Treating Customers Fairly principles
Seniority
Individual Contributor