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Hyperion Insurance Group Ltd
Case ManagerHyperion Insurance Group Ltd • London, London, England
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Case Manager

Case Manager

Hyperion Insurance Group Ltd • London, London, England
30+ days ago
Job type
  • Full-time
Job description

Role Overview

We are seeking a highly organised and proactive Case Manager to support our Protection team, with additional responsibility for team administration activity across the department. This role is primarily focused on providing a high-quality client experience, with protection case management by monitoring progress, maintaining accurate records, liaising with clients and providers, and helping to keep cases on track through to completion. Along side this there will also be some administrative support, including diary management, meeting coordination and communication handling. The ideal candidate will demonstrate excellent organisational skills, strong communication, discretion, and a keen attention to detail.

Main Responsibilities

  • Assist in the preparation and review of protection plans and documentation.
  • Conduct research to support recommendations for clients regarding protection solutions.
  • Maintain accurate records of client information, policy details, and correspondence.
  • Ensure compliance with regulatory and company standards.
  • Prepare reports and summaries for client meetings and departmental reviews.
  • Carry out general case management tasks until policies are on risk.
  • Ensure constant communication with the clients with updates on the case progression.
  • Manage the department Directors diary, client appointments, and internal meetings.
  • Organise departmental meetings, and take meeting minutes.
  • Handle correspondence, calls, and emails
  • Coordinate travel arrangements as required and manage expenses.
  • Assist with general administrative tasks to ensure smooth operation of the department.
  • Assist with any tasks or projects with the central teams that have a direct effect on the department.

Key Skills & Attributes

  • Organisation: Ability to prioritise tasks and manage multiple responsibilities efficiently.
  • Basic people Management: Capable of coordinating small projects in the department with the support the central teams.
  • Excellent Communication: Clear, professional verbal and written skills for effective liaison with clients, colleagues and providers.
  • Attention to Detail: Precise in documentation, client records on the CRM, and administrative tasks.
  • Discretion and Integrity: Maintain confidentiality with sensitive client and departmental information.
  • Adaptability: Comfortable working in a fast-paced environment and responding to changing priorities.

Qualifications & Experience

  • Experience in case management, specifically in a high value Protection or Financial Services role is desirable.
  • Knowledge of inheritance tax, protection products, or general financial services is preferred.
  • Competent within the Microsoft Office suite and relevant industry software.
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Case Manager • London, London, England

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