Case Manager - Sales Support Specialist

Location : Cheltenham

Salary : £18-20K plus benefits


About us

We are a leading Life, Health and Protection Insurance intermediary working in partnership with companies like and We have achieved huge growth over the last 5 years and continue to go from strength to strength. Our success has come from providing our customers with professional advice and a market leading range of products, and by creating a great environment to work for our team.


About the role

Your role as an Underwriting Case Manager is to ensure your customer's policy goes on risk. This means completing an application with them, detailing all information the insurance company may need to assess the suitability of the application.  You will also liaise with doctor's surgeries to get medical information to help process your customer's policy and also keep your customer up to date with any decisions from the Insurance Company.   You'll be the main point of contact for your customer and when dealing with crucial products like Life or Health insurance you'll be the one to take your customer through each of the steps to getting their policy on risk.


You'll have a lot of responsibility in this role but you'll enjoy that challenge as you know the difference these policies can make to someone's life.  You'll be focused on the detail as you know that without all details the Insurance Company cannot properly assess the risk. You also know that sometimes you'll have to handle sensitive medical information but that doesn't faze you, and neither does some of the medical terminology you'll need to use.


You don't have to have any insurance or medical experience as we'll give you all the training you need to excel in this role.  You do, however, need to be able to juggle several cases at once and you will need to be able to keep on top of the requests from customers and insurers. 



What you’ll get in return

Salary : £18,000 - £20,000 (dependant on experience)

Benefits : company pension, life assurance, subsidised private medical insurance, discounted gym membership, 

We offer an excellent initial training program, as well as ongoing support to ensure you get the most from your career with us.  We want all of our people to be experts in their role and the opportunity to study for your Chartered Insurance Institute exams is offered along with the chance to develop your career with a fast moving, rapidly expanding insurance broker. We are an expanding business made up of people who care about the customer and are proud of what we do both inside work and at our many social events

What to do next

If you think you have the skills and attributes we are looking for, click on apply now to submit your CV. We'd be also more than pleased to answer any questions that you may have about this role, or arrange an informal chat. Please send your CV to