Job Purpose:
Due to continuous company growth and expansion, a well-established Financial Services company are looking for a fresh new face to join them as an Initial Underwriter. This person will be reporting to the Head of Underwriting and working with a small team of highly experienced underwriters. They will play a key role in the delivery of the business strategy and strategic aims.
Principal Accountabilities:
- Supporting new business relationships by providing financial advisers with pre-sales underwriting guidance
- Initial application underwriting
- Requesting underwriting requirements
- Working with the Head of Underwriting and colleagues, provide input into the business' underwriting processes and practices to ensure they are viewed by advisers and members as 'best in market'
- Managing external underwriting enquiries via all communication channels
- Making Underwriting decisions based on customer disclosures
- Working towards underwriting third party medical evidence in line with training plan
- Maintaining an awareness of the importance of risk management, bringing any matters of concern to the attention of the Head of Underwriting
You should apply if you have:
- Previous experience working in either a financial services role or able to demonstrate previous medical experience.
- Previous experience as an Initial / Junior / Triage Underwriter
- Previous Income Protection experience
- Great customer service skills
- A strong team player attitude
- The ability to communicate routine and sometimes complex and sensitive information internally and externally