Underwriting Administrator

Purpose of the Role:The Underwriting Admin plays a critical role in supporting Dis-Chem Life’s underwriting team to deliver seamless, accurate, and client-focused service. This role ensures that insurance applications are processed efficiently, risk is evaluated correctly, and underwriting decisions are clearly presented to clients.Through organized, detail-oriented, and professional support, the Underwriting Admin enables the underwriting team to manage risk effectively while enhancing the client experience. The individual in this role will also actively engage with clients, schedule medical assessments, and communicate underwriting outcomes with clarity and confidence, helping to turn technical decisions into understandable, actionable advice.Success in this role is measured by accuracy, timeliness, client satisfaction, and adherence to regulatory and company standards, as well as the ability to support a smooth underwriting process from start to finish.Role SummaryThe Underwriting Admin is responsible for the end-to-end administrative support of the underwriting team. This includes preparing and maintaining underwriting data, scheduling medical assessments, liaising with clients and agents, and presenting underwriting decisions in the form of quotes. The role requires strong attention to detail, clear communication, and the ability to work independently while collaborating closely with internal teams.This position is central to ensuring that clients feel supported and confident in their insurance journey, while underwriting operations remain efficient, compliant, and high-quality.Benefits:Purpose-driven role with direct impact on client experience and underwriting outcomesExposure to a growing financial services organization with strong regulatory focusOpportunities to develop expertise in underwriting processes and client engagementCollaborative, high-performance team environment with coaching and growth opportunitiesTraining to strengthen technical, regulatory, and interpersonal skills, and client communicationKey Responsibilities Underwriting Administrative SupportPerform administrative duties to support underwriting workflowsMaintain accurate, up-to-date underwriting data and recordsMonitor application progress and escalate issues as requiredClient and Provider CoordinationContact clients and schedule medical appointments with 3rd party providersCommunicate with clients and agents to gather all necessary informationEnsure smooth client experience through clear, professional communicationPresentation and Promotion of Underwriting DecisionsPresent underwriting decisions and quotes to clients in a confident, RE5-compliant mannerExplain decisions clearly, addressing client questions while maintaining professionalismAct as the bridge between the underwriting team and the client, ensuring decisions are understood and actionableCollaboration and Process ImprovementWork closely with internal departments to ensure timely and accurate processing of applicationsIdentify process gaps and recommend improvements to enhance efficiency and client experienceSupport the underwriting team in achieving operational targets and compliance standardsSkills and Experience:RE5 certification (essential), must be able to explain and sell underwriting decisions to clients2–3 years’ experience in administrative or underwriting support rolesStrong analytical, problem-solving, and organizational skillsExcellent written and verbal communicationProficiency in Microsoft Office SuiteAbility to work independently and as part of a teamExperience in client engagement or financial services advantageousSoft Skills: High attention to detail and accuracyProfessional, confident, and client-focusedEmpathetic and solution-orientedAbility to prioritize multiple tasks and manage deadlinesCollaborative and proactive team playerCommitted to delivering a positive client experience while maintaining compliance.Qualifications:High School Certificate or equivalent (essential)RE5 certification (essential)Experience in financial services or insurance administration preferred