Case Manager

Job Description

Vitality, D2C Case Manager, Stockport, £Competitive + Bonus + BenefitsWe’re the UK insurer and investment provider that rewards people for positive lifestyle choices. With 1.25m+ UK members and more than 25m globally, we’re out to make the world a healthier, happier place.That applies as much to our people as it does to our members. So, as well as a highly competitive pay package, you’ll enjoy: complimentary breakfasts; regular onsite physical and mental wellness workshops; on-site health checks; annual flu jabs, and access to our full range of partners and rewards.It’s what we call offering shared value, because a healthy, happy team is good for us, good for our members, and good for you.As ourD2C Case Manager, you’ll get the benefits our members enjoy, including:- Our award-winning private Vitality Health insurance + wellness incentive programme- Access to The Vitality Programme – Apple Watch, Waitrose and Partners, Garmin, Amazon Prime, Champneys Spa days, Rakuten TV and half-price gym memberships to name a few!- Personal health fund + Life Assurance- Stakeholder Pension Plan with employer contribution- 25 days annual leave + Bank holidays + option to buy and sell 5 more- Flexible benefits package- Internal incentives, competitions, and awards – a chance to win football and sports tickets or even be in with a chance to have a holiday of a lifetime- A genuine opportunity to grow and establish a long-term careerAs our D2C Case Manager, you will support our team of Advisers and clients after application to ensure a quick and seamless process to activation.Your role as our D2C Case Manager will involve:- Chasing customers for AMRA’s, further information, Payslips, P60’s and any other information required to progress their application- Liaising with the GP surgeries to speed up the GP reporting process- Arranging medical tests and questionnaires for clients alongside our medical partner Speed Health- Liaising with our new business team to ensure everything is actioned and keeping the client updated- Managing the Sales support/D2C inboxes- Undertaking weekly checks for underwriting requirements using Sales IQ to ensure it matches the data from our CRM system, and adding tasks if necessary to ensure this is chased- Report on outstanding requirements- CRM training for new advisers- Taking inbound calls- Ensuring customers are updated regularly on progress of their applicationOur ideal D2C Case Manager will have:- Financial Services Admin Support experience- Experience of providing Sales Support function within a telephony channel- Experience of working within a highly regulated environment- Have knowledge and understanding of Direct to Consumer sales and service insightsClosing Date: Wednesday 23rd December 2020Working for Vitality, youll experience an exciting mix of creativity and innovation, within a framework of challenging objectives and a passion for delivering the best.Our people are chosen for their skills, knowledge, enthusiasm, and attitude but above all, their belief that anything can be achieved.If you feel you have the skills and experience to become our D2C Case Manager, thenplease click ‘apply’ today.