Case Officer (Claims Management)

  • Job Reference: 623
  • Date Posted: 28 December 2021
  • Recruiter: Independent Resourcing Consultancy
  • Location: Altrincham, Greater Manchester
  • Salary: £20,000 to £25,000
  • Sector: Client Services, Other Financial Services Jobs, Legal
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email:

Job Description

Case Officer– Claims Management

Our client is a team of highly experienced and qualified wealth management professionals who have been tasked with building a department out of their offices in Altrincham, for an established legal practise to specialise in all aspects of financial services mis-selling.

Their primary targets are pensions and investment mis-selling however they have plans to expand into other areas of insurance and mortgages.


Duties will include:

 Calling prospects (no cold calling, all prospects will have indicated that they are interested in a conversation).

Moving clients through the sales process from initial call to fully compliant claim for compensation.

Adhering to KPIs for on-boarding.

Meeting targets.

Other administrative functions that may be required from time to time.


You must have:

 Experience on the phone

Experience of “on-boarding” customers or clients (Rachael will explain what this means)

Experience of meeting targets

Experience of working in small teams

Excellent phone skills.


It is preferable that you have:

 Experience of sales in the claims management arena or Financial Services arena

Good literacy and numeracy skills

A high level of PC literacy including Excel and Word


Minimum £20,000 basic with quarterly bonuses (on-boarding flat fee per client on-boarded plus turnover based bonus). 

Career applicants only.

This is a genuine opportunity for a highly motivated individual with strong administrative and organisational skills to build a department from the ground up and carve out a key role within an exciting and established firm.