Medical Underwriter: Risk Insight & Client Support

SS&C Technologies; Stirling; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services firm in Stirling seeks a Specialist Underwriter to conduct medical risk assessments and make underwriting decisions for Discounted Gift Plans. This role requires strong analytical skills, attention to detail, and experience in financial services. Applicants should be proficient in Microsoft Office and demonstrate effective communication abilities. Join a company committed to diversity and excellence in client service.

Qualifications

• Strong customer focus with a commitment to delivering excellent service.
• Ability to follow detailed work instructions and perform effectively under close supervision.
• High attention to detail and a genuine interest in working with data.
• Demonstrated analytical, problem-solving, and decision-making abilities.

Responsibilities

• Evaluate clients’ medical information to determine life expectancy and insurability.
• Make accurate, fair, and timely underwriting decisions.
• Collaborate with actuarial and technical teams to calculate the present value for DGPs.
• Provide technical underwriting support to financial advisers and internal stakeholders.
• Ensure all underwriting decisions comply with regulations.
• Contribute to the development of underwriting processes.

Skills

Customer focus

Team player

Attention to detail

Analytical skills

Communication skills

Mathematical reasoning

Computer literacy

Education

Experience in Financial Services

Tools

Microsoft Word

Microsoft Excel

Job description

A leading financial services firm in Stirling seeks a Specialist Underwriter to conduct medical risk assessments and make underwriting decisions for Discounted Gift Plans. This role requires strong analytical skills, attention to detail, and experience in financial services. Applicants should be proficient in Microsoft Office and demonstrate effective communication abilities. Join a company committed to diversity and excellence in client service.