Protection Case Manager

Summary

Join our team as a Protection Case Manager to help customers go from saving for their deposit to owning their dream home, providing excellent service and managing protection cases with accuracy and efficiency.

Requirements

• Mortgage administration experience (ideally protection) and experience communicating with protection providers
• Ability to deal with a high volume workflow and prioritise accordingly
• Excellent administration and communication skills
• Strong attention to detail
• Ability to form strong and positive relationships with both internal and external stakeholders
• Technology-savvy with a passion for building a new, market-leading mortgage experience

Responsibilities

• Proactively manage your pipeline of protection cases and keep case data accurate and up to date
• Chase outstanding tasks to ensure cases move from submission to on risk
• Manage inbound and outbound communication by chat, telephone and email
• Chase protection providers for updates, manage cases through underwriting, chase GP’s for reports and get cases approved as smoothly as possible
• Place protection policies on risk to match up with mortgage completion dates
• Build strong relationships with advisers and other Moneybox teams
• Continuously look for ways to improve the customer experience
• Work with other teams, such as Protection and Mortgage Advisers and Mortgage Case Managers to ensure smooth handovers and a seamless customer journey
• Provide feedback to the Product team to improve our internal tools and make our workflows more efficient

Preferred Qualifications

Preferably experience working remotely