Protection Case Owner

Careers at CLS Money

5 Stars

Over 3,500+ reviews. Rated "Excellent"

About us

At CLS we provide an exceptional customer experience by developing and inspiring our people.

Our Company Values are at the core of everything we stand for, which is why it is so important to us that you are aligned to them from the start of your journey here at CLS. We are passionate about building a deep routed TEAM culture where we learn, develop, and grow so that we can continue to innovate and deliver simple yet exceptional experiences for our employees and our clients.

Collaboration – We work as one TEAM, we share information, hold one another accountable and we value opinions and feedback so that we continue to LEARN, DEVELOP AND GROW.

Innovation – Through innovation, we generate the best outcome for our clients and always RAISE THE BAR both within the workplace and throughout our industry. We learn from mistakes and constantly strive to exceed expectations.

Simplicity - We remove the clutter and deliver SIMPLE YET EXCEPTIONAL experiences for our employees and our clients.

Results – We get RESULTS for our clients and have fun along the way.

CLS is an equal opportunities employer.

About the role

Due to continued growth, we have a requirement for a Protection Case Owner to join our highly energetic, fast paced, and growing company. The role will report directly to a Protection Advisor based in our brand-new Rayleigh HQ office.

Responsibilities will include

  • Responsible for submitting and progressing Insurance applications
  • Act as a point of reference to review complex issues/enquiries for our clients
  • Create and maintain a high-quality work environment
  • Proactively support the administration of mortgage and insurance cases and work closely with our advisors to ensure a seamless process and an exceptional customer experience.
  • Ensure all applications are accurate and complete, and that all supporting documentation has been provided as required
  • Answer written or verbal enquiries timely and professionally to exceed customer expectations
  • Manage and priorities workloads to ensure timeframes and deadlines are met
  • Achieve team and personal sales results and hold one another accountable for results
  • Comply with company policies
  • Contribute to exceptional customer satisfaction scores

What skills & experience you’ll bring to us

  • At least 1 years’ experience in a Mortgage Protection Administration role or similar
  • Excellent organizational and interpersonal skills
  • Perform well under pressure
  • Excellent communication skills, written and verbal
  • Proven ability to develop strong relationships across internal team members and clients
  • Exceptional attention to detail and accuracy
  • Ability to structure and manage workloads effectively
  • High degree of personal integrity and professional accountability
  • Strives for excellence with a continuous improvement approach

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