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Insurance case manager (protection & gi)

Bristol (City of Bristol)
First Time Finance
Case manager
Posted: 20h ago
Offer 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
đź“© Ready to Apply?

Click Apply Now or send us a message if you have any questions.

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