Protection Case Manager

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August 17

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Loan.co.uk

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Finance • Fintech • B2C

Loan. co. uk is a leading loan and mortgage brokerage service based in the UK. The company offers a wide range of financial products including secured loans, personal loans, mortgages, remortgages, buy-to-let mortgages, and bridging loans. Their service is characterised by the use of their AI-powered assistant, Albot, which helps customers find the most suitable financial solutions tailored to their specific needs by analyzing thousands of options in seconds. With a focus on transparency and customer satisfaction, Loan. co. uk aims to deliver the best-value loans and mortgages with quick and hassle-free processes while maintaining a high level of customer service as evidenced by their excellent ratings and multiple industry awards. Loan. co. uk serves as a broker, providing clients with access to favorable deals from a variety of lenders across the UK.

51 - 200 employees

💸 Finance

💳 Fintech

👥 B2C

📋 Description

• Reviewing and processing protection applications across products such as life insurance, income protection, and critical illness cover • Liaising with clients and insurers to ensure all documentation and disclosures are accurate and complete • Creating and managing case requirement lists for Advisers to support client conversations • Tracking cases through underwriting and chasing outstanding information • Working collaboratively with Advisers to move cases smoothly through each stage • Keeping your case list organised and meeting daily and weekly workflow goals • Ensuring all compliance and regulatory checks are completed accurately and on time • Helping to drive policy conversion rates by keeping cases moving and clients informed

🎯 Requirements

• Has previous experience in protection insurance case management or administration role • Understands the protection market and the importance of getting clients the right cover quickly • Is highly organised with great attention to detail and the ability to juggle multiple cases at once • Communicates clearly and warmly, both in writing and over the phone • Is solutions-focused, proactive, and comfortable using tech to work smarter and faster

🏖️ Benefits

• Monthly commission – your performance matters, and you’ll see the reward • 29 days holiday (including bank holidays), with more the longer you stay • Work from anywhere in the UK – we trust you to get the job done • Perkbox – access to discounts on travel, wellness, shopping, and more • Company pension via True Potential • BUPA health cover – because your wellbeing matters to us