Overview
Principal Accountabilities:
1. Supporting new business relationships by providing financial advisers with pre-sales underwriting guidance
2. Initial application underwriting
3. Requesting underwriting requirements
4. Working with the Head of Underwriting and colleagues, provide input into British Friendly’s underwriting processes and practices to ensure they are viewed by advisers and members as ‘best in market’
Qualifications required:
5. Maintains knowledge, keeping up with CPD, industry and market changes
Experience required:
6. Previous experience working in either a financial services role or able to demonstrate previous medical experience
7. Previous experience as an Initial / Junior / Triage Underwriter is desirable
8. Previous Income Protection experience is desirable