Protection (Life Assurance) Case Manager in Camberley - Mortgages

Looking for more than just Admin?

Are you highly organised, confident speaking with customers, and looking for a role where administration meets sales support? We are looking for a proactive and motivated Protection Administrator / Sales Support team member to join our growing business.

This is a varied and rewarding opportunity where you will support our Protection Advisers, manage live applications, speak with clients, and help grow our Buildings & Contents Insurance sales from our existing client bank.

If you enjoy being busy, taking ownership of your workload, and being part of a fast-paced, supportive team – we would love to hear from you.

This role would also suit someone starting out in their career who is looking to gain valuable experience and potentially progress into future financial services or sales-based roles.

The Role

You will play a key role in ensuring protection cases progress smoothly from application through to on risk, while delivering excellent customer service throughout the journey.

Alongside administration duties, you will also support business growth by contacting clients, booking appointments, following up leads, and selling Buildings & Contents Insurance to warm existing customers.

This role would suit someone who enjoys both organisation and speaking with people.

Key Responsibilities

Protection Administration

• Manage protection applications from submission through to policies going live.
• Liaise with insurers and providers to chase progress and resolve queries.
• Keep advisers and clients updated throughout the application process.
• Maintain accurate records on internal systems.
• Ensure documentation and compliance records are complete and up to date.

Sales Support

• Contact new and existing leads on behalf of advisers.
• Re-engage clients who may benefit from a protection review.
• Book appointments into adviser diaries.
• Gather initial client information ahead of appointments.

Buildings & Contents Insurance

• Contact existing clients regarding Buildings & Contents Insurance opportunities.
• Obtain quotations and present suitable options.
• Follow up warm leads and quotations.
• Convert opportunities into completed sales.

What We’re Looking For

• Proven strong administration and organisational skills.
• Confident and professional telephone manner.
• Sales confidence or previous customer service experience.
• Ability to manage multiple tasks and prioritise workload.
• Good attention to detail.
• Positive attitude and willingness to learn.
• Experience within financial services, insurance, mortgages, or protection is beneficial, but not essential.

What We Offer

• Salary from £25,000 to £27,000 depending on experience, plus commission.
• Competitive commission structure with genuine earning potential.
• Thorough onboarding programme for all new team members.
• Ongoing specialist training and development support, including structured progression for those starting their career.
• 23 days annual leave (Rising to 28 with service), plus 8 paid bank holidays, and your birthday off.
• Option to purchase up to 5 additional days annual leave per year.
• Workplace pension scheme.
• A professional, friendly and down-to-earth culture where hard work is recognised and rewarded.

About us

Established in 2010, 177 Mortgages, 177 Protect and 177 Structured Finance are a multi award-winning, whole of market national Mortgage and Protection broker.

We pride ourselves on offering client’s expert advice with no broker fee charged for our service, alongside a number of unique selling points that make our proposition and business model stand out from many traditional brokers.

Operating on a telephone-based national model, we have built a broad and loyal client base, together with a strong network of introducers and business partners who generate ongoing opportunities.

As our business continues to grow, we are looking to expand our team with ambitious, professional individuals who want to be part of a successful and forward-thinking company with excellent long-term career opportunities.

Please note: should a suitable candidate be identified before the advertised closing date, we reserve the right to close the vacancy early and proceed with an offer.