Underwriting RDS Senior Assistant

Canada Life Limited; Roa Island; On-site; GBP 28,000 - 34,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Administrative teamwork

Protection contracts understanding

Team player

Customer-centric

Deadline driven

Job description

To provide Administrative Support to the Underwriting Research, Development and Standards Team in a timely and accurate manner. To follow agreed processes to ensure that all tasks are carried out to the highest level possible. Assisting the Team with all aspects of the Underwriting Research, Development and Standards Team tasks including Offshore death claims/notification assessments, recommending a reasoned opinion whilst working towards attaining a Claims Authority Limit.

Key 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.

Knowledge/ Skills/ Experience

• 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.

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. 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.

We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that's regularly reviewed. As a Canada Life UK colleague, you'll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with, income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.

How we work at Canada Life

Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward. We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That's why we offer a range of training, flexible working and opportunities to grow and develop.

Diversity and inclusion

Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we're making in DEI, and we continue for it to be a significant focus.

"At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all." Nick Harding, Chief People Officer, Canada Life UK

We appreciate that everyone has different work and life responsibilities. We're happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you. TPBN1_UKTJ