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Case Manager

1 month ago


Bristol, United Kingdom Co-op Full time

Case Manager 
From £25,000 plus incentive scheme up to £2,500 after probation, with excellent benefits and progression opportunities (Work Level 6B)
Monday-Friday, full time 37.5 hours 
Manchester, Stratford-Upon-Avon, Bristol - You’ll complete your 3–6-month training at one of our offices, then you’ll have the option to work in a hybrid way.

Permanent and secondment opportunities available. 

We’re looking for case managers to join our Co-op Legal Services probate team. You don’t need legal experience for this role, as we’ll provide full training to get you up to speed.

In this role, you'll provide legal and administrative support to our customers following a bereavement. We’ll look to you to manage each case from beginning to end, discussing the estate of the deceased, and keeping in continuous contact with the customer. You’ll make a real difference to customers lives at a time when they need us most, and as a growing business we’re passionate about developing our colleagues through our internal career progression framework. So, if you have the skills we need, we can offer you an exciting opportunity to build a rewarding career with us.

What you’ll do

• take ownership of your own caseload and deliver on targets that drive the best outcomes for our customers
• work closely with customers (via phone or in writing), taking an empathetic approach given their recent circumstances
• use a case management system to manage your work, making sure it’s always accurate and up to date
• engage with third parties, in particular financial institutions, and government bodies
• prepare the forms and documents required to keep cases moving forward and keep track of financial transactions

This role would suit people who have

• a background in either non-retail customer service, telephony, recruitment, insurance, finance, or experience with managing cases/claims end-to-end
• excellent customer service skills with the ability to put the customer’s interests at the heart of what you do
• great organisational skills; you’re able to manage your own workload and prioritise in a fast-paced environment 
• great verbal and written communication skills with the confidence to speak to clients on the phone
• a keen eye for detail and accuracy
• emotional resilience and the ability to be professional even in difficult situations
• IT proficiency with the ability to learn new systems quickly

Why Co-op?

Here you’ll do work that matters. We’re a commercial organisation with a purpose beyond profit, you’ll have an opportunity to help us build a stronger Co-op and stronger communities. You’ll also get a package that includes:
• a pension with up to 10% employer contributions
• incentive scheme up to 10% after probation 
• 28 days holiday plus bank holidays (rising to 32 in line with service)
• wellbeing benefits to support your physical financial and mental health
• coaching, training and support such as study leave, to help you develop your skills and progress your career
• discounts on Co-op products and services


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