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.
