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Money and Me Solicitors is a niche law firm specialising in pursuing claims of pension and investment mis-selling. Claims for compensation are generally made to statutory bodies such as the Financial Services Compensation Scheme (FSCS) and the Financial Ombudsman Service (FOS). As Case Manager, you will administer claims from the point the client engages our services, up to and including the receipt of damages we win for our client. This process can take many months, even years. Therefore, it is crucial that the Case Manager has the ability to enquire and persuade to reduce the time it takes for our clients to win the financial justice they deserve.

Responsibilities

A Case Managers primary role is to ensure effective communication between Money and Me Solicitors clients, the statutory bodies and third parties involved in the claim. The role should be carried out in an accurate, timely and efficient manner while building effective relationships not only with clients but also with relevant staff, with whom you will liaise regularly.
Additionally, the role will involve some further general administrative tasks to be carried out as and when directed by the Office Manager.

Key Accountabilities

To build effective relationships with clients, liaising with them throughout the process, to ensure they are kept up to date with the progress of the claim
To build effective relationships with introducers of claims, liaising with them as and when required, in order to ensure they feel part of the team
To build effective relationships with Case Handlers at the FSCS, FOS and third party providers
Maintain and update the Companys CRM system, Hub Solv, when it is appropriate to do so

Answer and deal with telephone, email and social media enquiries, as and when appropriate
Any other administrative tasks, as set down by the Office Manager

Skills, Experience and Qualifications

A good understanding of Word, Excel and Outlook are essential
Educated to degree standard is desirable, but not essential
Experience working with clients either face-to-face and/or over the phone
Existing experience in claims handling is desirable but not essential
An excellent standard of numeracy and literacy
Excellent communication skills are essential, both written and oral, in order to engage with other staff, introducers, especially customers and third parties
An energetic and enthusiastic approach to problem solving
Ability to demonstrate a level of initiative, common sense and a can do attitude
Ability to be flexible and adaptable to new ideas and concepts
To be accurate and punctual at all times
Ability to work independently
Ability to persuade and influence

Salary
Anticipated salary is between 26,000 and 30,000, depending on previous experience and ability.

Contact details

Contact Alistair Burns at