Case Manager - APA/QFA Qualified

Sanderson Recruitment

Dublin City Centre

Sanderson are working with a growing life, pensions and investment company to recruit a Case Manager whose purpose is to develop broker relationships to offer excellent service which will promote the company as their provider of choice for protection products. The Case Manager provides administrative support to their brokers and sales team as well as making regular, proactive contact to a panel of brokers to ensure they have accurate and up to date information on all their cases alongside issuing policy documentation and underwriting. This role will be offered on a Permanent contract and will be hybrid of remote and Dublin city office based. The candidate MUST be able to be in the Dublin office when needed so will ideally be located closeby. The company offer a welcoming, friendly and flexible culture with many benefits. Key Responsibilities. Develop broker relationships to offer excellent service which will promote the company 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 company values. Essential Criteria. High level of accuracy. Courteous, professional telephone manner, offering a high level of customer service. Excellent communication and relationship building skills. Strong influencing skills - capable of resolving general Broker queries. Ability to meet deadlines/ SLAs and manage pressure. APA Life / QFA (in progress or completed is desired. Experience in life insurance/financial services sector. If this position is of interest to you, apply online or contact Clodagh on 086 107 2524 for more information.

717 days ago