Underwriting Support Administrator

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

Underwriting Support Administrator

Our client, a well-established financial mutual, is seeking a Underwriting Support Administratorto join their Operations team, reporting to the Operations Director. The role is responsible for collecting and processing medical and lifestyle information to generate one-off premiums for client care plans, preparing and sending quotes to Financial Advisers, processing applications, and providing ongoing administrative support for active plans.

This is an excellent opportunity for a detail-focused administrator from an insurance, financial services or care background who is confident handling sensitive information and enjoys varied, relationship-led work across advisers, clients and their families.

Key Responsibilities

• Gather and verify medical, lifestyle and personal information to calculate one-off care plan premiums
• Input data into underwriting and premium calculation tools to generate accurate quotes
• Send quotes to Financial Advisers and respond promptly to queries
• Review completed acceptances for accuracy, following up on any outstanding information
• Maintain accurate records for active plans, including amendments, updates and annual existence checks
• Process death notifications sensitively, verifying documentation and updating records and payments accordingly
• Liaise with family representatives, care providers, Financial Advisers and internal teams
• Work closely with finance to ensure accurate billing, payments and record management
• Act as the main administrative point of contact for Financial Advisers, clients and their families

Requirements

• Strong administrative experience within insurance, financial services or a care setting
• High level of accuracy and attention to detail
• Confident written and verbal communicator, able to convey information clearly to a range of audiences
• Comfortable handling sensitive medical and financial information confidentially
• Understanding of data protection and compliance requirements
• Proficient with IT systems and Microsoft Office
• Experience in underwriting administration or insurance quoting, or knowledge of care plans, is desirable

This is a fantastic opportunity to join a supportive, fully remote team, working across a varied and genuinely meaningful role that supports members and their families at important moments.