04/11/2024
Case Manager
Duties
• To become trusted member of established administration team with duties including, but not limited to:
o Preparing and tracking insurance applications
o Preparation and input of insurance compliance documentation
o Preparing spreadsheets of client information for senior management
o Monitoring progress of applications against expected timescales
o Client interaction through annual update of records
o Updating client information on CRM system
o Preparing client facing information for meetings
o Any additional related duties required by the senior management team
The person
• The ideal candidate will have 5 GCSEs at grade C or above or equivalent
• They must possess excellent written and oral communication skills.
• Computer literate including knowledge of Microsoft Word and Excel.
• Excellent attention to detail
• Confident and professional telephone manner
• Excellent organisational and time management skills.
• Effective multi-tasker, able to prioritise conflicting responsibilities
• Team player with a high level of dedication
• Committed to buy into a totally outcome-based environment
• A can-do attitude and able to work unsupervised on own initiative
• Understand the need to follow established procedures
• Good interpersonal skills, including tact, discretion and experience of liaising with clients and staff
• Comfortable adapting to changes to deadlines and priorities on a regular basis
• Good judgement and decision-making in uncertain circumstances
Benefits
Market Leading and progressive package including:
• Competitive salary
• 4 day working week – no pro rate of salary
• Employee benefits office wide to include:
o Income Protection insurance
o Life Insurance
o Target driven incentives.
Please send your CV to jenny@bpsuk.co.uk
Closing date 18th November 2024.
