Underwriting Admin Specialist (Offshore Claims)

Canada Life Limited; Roa Island; Sur place; GBP 28 000 - 34 000; Plein temps

Résumé du poste

Canada Life UK is seeking an Administrative Support professional to assist the Underwriting Research, Development and Standards Team in offshore death claims and related health documentation, ensuring timely, accurate processing and fair outcomes.

You will handle worksheets, donor questionnaires, medical evidence requests and liaise with advisers, reinsurers and internal teams, while maintaining data integrity and meeting deadlines in a fast-paced environment.

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.

Responsabilités

• Prepare 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.

Connaissances

Administrative teamwork

Protection contracts understanding

Team player

Customer-centric

Deadline driven

Description du poste

Canada Life UK is seeking an Administrative Support professional to assist the Underwriting Research, Development and Standards Team in offshore death claims and related health documentation, ensuring timely, accurate processing and fair outcomes.

You will handle worksheets, donor questionnaires, medical evidence requests and liaise with advisers, reinsurers and internal teams, while maintaining data integrity and meeting deadlines in a fast-paced environment.