Underwriting RDS Senior Assistant in England

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. 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.

Job Summary

To provide Administrative Support to the Underwriting Research, Development and Standards Team in a timely and accurate manner. 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.
• Work with the relevant Reinsurers and other third parties and colleagues as part of the claims/assessment process.
• Offer 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.
• Review Donor Questionnaires/Declarations of Health and complete Discounted Gift Trust Worksheets with relevant information.
• Input relevant medical evidence requirements as instructed and liaise with colleagues/clients/IFA's/third parties in pursuit of these.
• Manage 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.
• Assist 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.
• Assist Annuity Senior Underwriters with quote and application referrals, underwriting data reconciliation, medical fees reconciliation and risk/compliance processes as required.
• A Team player in a varied role whilst also able to work with minimum supervision.

Benefits of working at Canada Life

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.

We care about doing the right thing for our people, customers and community and helping others to build better futures. 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. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all.

We're happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.