Gas trainer and assessor

t2 group; Bath; On-site; GBP 35,000 - 50,000; Full time

Job summary

A financial services company based in Bath is looking for a dedicated Medical Underwriter to complete health assessments with a focus on accuracy and customer satisfaction. This role involves working within a team to uphold governance and improve processes. Candidates should possess experience in medical underwriting, strong communication skills, and an inquisitive mindset. The company offers competitive salaries along with benefits such as a pension scheme, private medical insurance, and flexible working arrangements.

Benefits

Generous pension scheme

Flexible working options

Private medical insurance

Life assurance

Qualifications

• Experience within a Medical Underwriting Team making accurate assessments.
• Ability to underwrite Health Declarations for multiple protection products.
• Understanding of underwriting manuals and processes.

Responsibilities

• Complete Health Declaration medical assessments timely and accurately.
• Investigate and resolve complaints in line with procedures.
• Manage queries and documents in team mailbox within 48 hours.

Skills

Medical assessment skills

Customer service

Risk assessment

Communication skills

Team collaboration

Education

GR1 or other industry-recognised qualification

Job description

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues. Canada Life UK is transforming to create a more customer‑focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third‑party customers.

Job Summary: To complete the Protection customer's Health Declaration medical assessment in a timely, accurate and customer‑focused manner. To follow agreed processes to ensure that this assessment is carried out with fair outcomes for the customer and in line with governance requirements. To challenge existing processes in a professional, clear and logical way and be supportive of process improvements which benefit the customer.

Responsibilities

• Complete Health Declaration medical assessment in a timely, accurate, customer‑focused manner.
• Follow agreed processes to ensure fair outcomes and compliance with governance.
• Prepare and issue standard and non‑standard customer terms using the provided templates and adjust as needed.
• Request medical evidence, including writing to customers and obtaining information from third parties.
• Provide information/undertake tasks in response to customer requests or product/company requirements, ensuring compliance with company & customer service standards and with legal, regulatory and business standards.
• Manage queries in the team mailbox within 48 hours.
• Investigate and resolve complaints and queries in line with divisional & regulatory complaint procedures, identify causes and improve processes while balancing the needs of the customer, the company and the regulator.
• Challenge existing processes in a professional, clear and logical way and support process improvements to enhance the protection customer experience.
• Work cohesively with all team members to attain service excellence.
• Work to deadlines and manage own workload, prioritising cases when required.

Qualifications

• Experience of working within a Medical Underwriting Team and making an accurate assessment of individual risk from a customer's Health Declaration.
• Able to underwrite Health Declarations for multiple protection product lines.
• Understanding of underwriting manuals and processes.
• Understanding of the protection products that require underwriting input.
• Maintains underwriting knowledge with industry and market changes.
• Inquisitive and customer‑centric approach with an ability to think outside the norm and challenge existing processes.
• Ability to communicate with all types of customers and contribute to a team delivering service excellence.
• Ability to work to deadlines and manage own workload, prioritising cases when required.
• GR1 or other industry‑recognised qualification (desired).

Benefits

We believe in recognising and rewarding our people, offering a competitive salary and a comprehensive rewards package that includes a generous pension and bonus scheme, income protection, private medical insurance and life assurance. Additional benefits include flexible working, training opportunities, career development, and a supportive, inclusive workplace culture. We embrace diversity and inclusion, and we support employees with varied work and life responsibilities, including part‑time options where possible.