Remote Underwriting Support Specialist

Confidential; United States; Remote; USD 42,000 - 62,000; Full time

Job summary

Confidential, a well-established financial mutual, is seeking an Underwriting Support Administrator to join its Operations team. You will collect and process medical and lifestyle information to generate one-off premiums for client care plans and prepare quotes for Financial Advisers.

The role suits detail-focused admins from insurance, financial services or care backgrounds who handle sensitive information and enjoy varied, relationship-led work across advisers, clients and families.

Qualifications

• Administrative experience in insurance, financial services, or care settings.
• High accuracy and attention to detail.
• Strong written and verbal communication.
• Confidential handling of sensitive information.
• Knowledge of data protection and compliance.
• Proficiency with IT systems and Microsoft Office.
• Experience in underwriting administration or insurance quoting desirable.

Responsibilities

• Gather and verify medical, lifestyle, and personal information for premiums.
• Input data into underwriting and premium calculation tools.
• Send quotes to Financial Advisers and respond to queries.
• Review acceptances for accuracy and follow up missing info.
• Maintain records for active plans including amendments.
• Process death notifications sensitively and update records.
• Liaise with family representatives, advisers, and internal teams.
• Work with finance to ensure accurate billing and payments.
• Act as main admin contact for advisers, clients, and families.

Skills

Administrative experience

Attention to detail

Clear communication

Data protection

Microsoft Office

Underwriting knowledge

Tools

Underwriting software

Quoting tools

Job description

Confidential, a well-established financial mutual, is seeking an Underwriting Support Administrator to join its Operations team. You will collect and process medical and lifestyle information to generate one-off premiums for client care plans and prepare quotes for Financial Advisers.

The role suits detail-focused admins from insurance, financial services or care backgrounds who handle sensitive information and enjoy varied, relationship-led work across advisers, clients and families.