Protection Case Manager

Details of the offer

At Meet Margo, we're on a mission to empower more women to take control of their home finances.
As an award-winning mortgage and protection brokerage, we pride ourselves on our innovative approach and unwavering commitment to helping our clients succeed, whatever their starting point.
We're now looking for a full-time Protection Case Manager, someone ready to bring their expertise, passion, and enthusiasm to help us grow together.
This is an initial 12-month fixed-term contract as maternity cover with the view of extending into a full time permanent role.
You will be highly motivated and exceptionally organised—a self-starter, team player with excellent written and verbal communication skills.
This role is based in the UK and is fully remote reporting to Meet Margo's senior protection adviser and co-founders.
RESPONSIBILITIES Work as part of our team to provide exceptional support to our advisers from initial inquiry to completion.
Efficiently keep clients informed throughout the protection journey, ensuring a 5-star experience.
Manage updates from providers – filtering this back to our customers in a friendly, informative, and helpful manner.
Communicate well with the broader team to ensure the best outcome for our customers.
Help the Meet Margo product team further develop our newly launched app through client feedback.
YOU ARE A self-starter with exceptional organisational skills, thriving in fast-paced, dynamic environments.
Open-minded and flexible, excelling both independently and in collaborative settings, believing in the power of teamwork.
Someone with a caring nature, strong communication skills, and a talent for simplifying complex ideas, ensuring clarity for clients and colleagues alike.
Driven by a can-do attitude and creativity, always finding effective solutions to challenges and improving processes.
Passionate about delivering personalised, professional experiences, and putting people first to achieve the best results.
A continuous learner, committed to growth and empowering others through knowledge while fostering an inclusive and supportive environment.
EXPERIENCE Must have: 2+ years of industry experience in this role or a similar one.
ROLE DETAILS 35 hours (Monday to Friday 9am – 5pm) Basic salary of £25,000 - £27,000 depending on experience.
WHY JOIN US?
28 days holiday Birthday off Sick pay Private Medical Cover and Life insurance Family-friendly employer Opportunity to work in a fast-growing start-up.
READY TO APPLY If you're excited by the idea of joining a team that's empowering more women in homeownership, we want to hear from you.
Apply on Linked In or email your CV to ****** Meet Margo is an equal opportunity employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.


Nominal Salary: To be agreed

Job Function:

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