* Medical Risk Assessment: Evaluate clients' medical information to determine life expectancy and insurability, which directly impacts the discount applied to DGPs.
* Underwriting Decisions: Make accurate, fair, and timely underwriting decisions within agreed authority limits, balancing commercial risk and client outcomes.
* Discount Calculations: Collaborate with actuarial and technical teams to calculate the present value of retained rights for DGPs, based on life expectancy, investment assumptions, and HMRC guidelines
* Client & Adviser Support: Provide technical underwriting support to financial advisers, trustees, and internal stakeholders regarding DGP structures and medical underwriting requirements.
* Compliance & Documentation: Ensure all underwriting decisions and processes comply with FCA regulations, HMRC expectations, and internal governance standards.
* Continuous Improvement: Contribute to the development of underwriting philosophy, rules engines, and process enhancements to improve efficiency and accuracy.
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.