Case Manager

Description:

The role of the Case Manager is to develop relationships with Brokers and to provide excellent service which will promote Royal London as Financial Brokers’ provider of choice for protection products.

The Case Manager delivers administrative support to Financial Brokers and the Sales Team as well as keeping in regular contact with a panel of Brokers to ensure they have accurate and up to date information on all their cases, alongside issuing policy documentation.

This role offers an excellent opportunity to enhance your people skills in a financial services environment and work with a successful team of customer support professionals.

Key responsibilities
Develop broker relationships to offer excellent service which will promote Royal London as their provider of choice for protection products.
Provide administrative support for and on behalf of the Sales Team.
Deliver excellent customer service when dealing with varied and complex enquiries from Brokers and policyholders.
Efficiently and effectively process policy documentation and underwriting requirements.
Adhere to Treating Customers Fairly principles, the Consumer Protection Code and Royal London values.