Senior Underwriting Admin & Research Support

Canada Life; Douglas; On-site; GBP 25,000 - 32,000; Full time

Job summary

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

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

Qualifications

• Experience working within an Administrative Team, preferably with an understanding of Protection contracts.
• A Team player in a varied role whilst also able to work with minimum supervision.
• Inquisitive and Customer centric approach with an ability to think outside of the norm and challenge existing processes.
• Ability to communicate with all types of customers and contribute to a team delivering excellence.
• Able to work to deadlines and manage own workload, prioritising where necessary.

Responsibilities

• Preparation of Death Assessment Worksheets in respect of Offshore Protection Claims and Death Notifications in a timely, accurate and risk focussed manner.
• To follow agreed processes to ensure that this assessment is carried out with fair outcomes for all parties.
• To work with the relevant Reinsurers and other third parties and colleagues as part of the claims/assessment process.
• Offering a reasoned opinion initially whilst working towards attaining an Offshore Claims Authority Limit in respect of deaths received on Flexible Life Plans and CanProtect whole of life plans.
• Reviewing Donor Questionnaires/Declarations of Health and completing Discounted Gift Trust Worksheets with relevant information.
• Inputting relevant medical evidence requirements as instructed and liaising with colleagues/clients/IFA’s/third parties in pursuit of these.
• Managing the Onshore & Offshore Underwriting e-mail Inboxes and email triaging.
• Ad hoc responsibilities/project involvement on request from Chief Underwriter and other members of the team.
• Assisting with data integrity tasks, reviewing and reconciling data held, scanning and deleting documents where necessary to ensure data held complies with retention policies.
• Meeting minutes writing.
• Responsible for administrative tasks related to Annuities Underwriting Sampling and Offshore Protection/Wealth products- these include requesting medical evidence through third party provider, pipeline management, medical documents scanning onto secure portal and correspondence with financial advisers, internal customer service onboarding teams and Reinsurer.
• Assisting Annuity Senior Underwriters with quote and application referrals, underwriting data reconciliation, medical fees reconciliation and risk/compliance processes as required.

Skills

Administrative experience

Team player

Customer-centric approach

Ability to meet deadlines

Strong communication

Tools

Microsoft Office

Email management

Job description

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

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