The Opportunity

An exciting opportunity has arisen for an experienced administrator to join a specialist life insurance and protection business in Central London.You'll take ownership of allocated life insurance and protection cases from initial instruction through underwriting to policy issue, working closely with insurers, advisers and clients throughout the process.Cases are typically large, complex and time-sensitive, supporting ultra-high-net-worth clients and involving high sums assured, comprehensive medical and financial underwriting, multiple insurers and policies written in trust. You'll be responsible for coordinating applications, underwriting requirements, provider liaison, trust documentation and accurate case tracking.Working under the Managing Associate, you'll play an important role in ensuring each case is progressed accurately and efficiently while maintaining the discretion, attention to detail and high standards expected by clients and their professional advisers.This is an excellent opportunity for an experienced administrator, ideally with a background in Financial Services, who is looking to develop a long-term career within specialist life insurance, protection and underwriting administration.

Key Responsibilities

• Manage new business cases from initial instruction through underwriting to policy issue, taking ownership throughout the process.
• Prepare and submit new business applications, ensuring all information and supporting documentation is complete and accurate.
• Maintain detailed and accurate case records, including actions, outstanding requirements and chase dates.
• Liaise with insurers' new business and underwriting teams to progress applications efficiently.
• Coordinate medical underwriting requirements, including GP reports, screenings, medical examinations and tele-interviews.
• Coordinate financial underwriting evidence for larger and more complex cases.
• Monitor and accurately record underwriting decisions, including standard terms, ratings, exclusions and postponements.
• Prepare and check policy documentation, trust documentation and other supporting paperwork.
• Proactively chase insurers, clients and other relevant parties for outstanding information to keep cases progressing.
• Communicate with clients and stakeholders throughout the application process, providing clear updates where required.
• Identify issues or delays and escalate them appropriately to ensure cases continue to progress.
• Handle sensitive personal, medical and financial information with a high level of accuracy and confidentiality.

Essential Skills & Experience

• Minimum of three years' experience within a demanding administrative role, preferably within Financial Services.
• Excellent attention to detail, with the ability to accurately check complex documentation and numerical information.
• Strong organisational and case-management skills, with the ability to manage multiple priorities and deadlines.
• Ability to work independently, take ownership of tasks and recognise when issues need escalating.
• Excellent written and verbal communication skills.
• Confidence dealing directly with clients and multiple internal and external stakeholders, both by phone and in writing.
• Good numerical ability and confidence when checking figures.
• Strong working knowledge of Microsoft Outlook, Word and Excel, with the ability to learn new CRM systems quickly.
• A collaborative approach, with the ability to work effectively both independently and as part of a team.

Desirable Experience

• Life insurance or protection experience.
• New business or underwriting administration experience.
• Experience within an insurer, broker, financial adviser or similar Financial Services environment.
• Experience managing high-net-worth, large or complex life insurance/protection cases.
• A relevant CII qualification, such as R05 Financial Protection.
• Experience using adviser CRM, case-management or workflow systems; familiarity with Plannr would be advantageous.

What's On Offer

• £35,000-£50,000 salary, depending on experience.
• Hybrid working, with a minimum of three days per week in the office.
• Private medical insurance.
• Income protection.
• Life cover.
• Holiday allowance.
• Participation in a discretionary staff bonus pool.

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