Job Description
Case Manager – IHT Life Insurance
Location: City of London (Hybrid)
Salary: Up to £45k Basic + Excellent Bonus potential
We are seeking an experienced Case Manager to join a specialist team handling complex life insurance cases, with a focus on inheritance tax (IHT) planning and high networth clients. You will be involved in working on complex, high-value cases and bespoke planning strategies.
This is a pivotal role where you’ll manage cases end-to-end, ensuring clients feel supported, advisers are fully equipped, and cases progress smoothly, efficiently, and compliantly.
Key Responsibilities:
1. Oversee the full lifecycle of IHT life cover cases, from client introduction to policy going on risk.
2. Coordinate with medical partners, GPs, and clinics to arrange medicals, chase reports, and resolve delays.
3. Collaborate with underwriters to progress applications and ensure accurate documentation.
4. Keep clients informed with timely updates and reassurance at key touchpoints.
5. Apply initiative when cases stall due to medical delays, GP non-response, or underwriting queries.
6. Confidently manage high-value, sensitive cases involving large sums assured.
7. Maintain detailed case notes and ensure all work meets FCA standards and internal compliance.
Experience required:
8. Proven experience in life insurance case management, ideally with exposure to IHT or HNW clients.
9. Understanding of medical underwriting processes and terminology.
10. Professional, empathetic communication skills with the ability to reassure clients and liaise with medical professionals.
11. Highly organised, proactive, and able to work independently.
12. Familiarity with CRM systems and Microsoft Office Suite.
13. Commitment to delivering exceptional outcomes while upholding Consumer Duty principles.