Underwriting Administrator

SUMMARY:
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POSITION INFO:

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 Summary

The 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 outcomes
• Exposure to a growing financial services organization with strong regulatory focus
• Opportunities to develop expertise in underwriting processes and client engagement
• Collaborative, high-performance team environment with coaching and growth opportunities
• Training to strengthen technical, regulatory, and interpersonal skills, and client communication

Key Responsibilities

Underwriting Administrative Support

• Perform administrative duties to support underwriting workflows
• Maintain accurate, up-to-date underwriting data and records
• Monitor application progress and escalate issues as required

Client and Provider Coordination

• Contact clients and schedule medical appointments with 3rd party providers
• Communicate with clients and agents to gather all necessary information
• Ensure smooth client experience through clear, professional communication

Presentation and Promotion of Underwriting Decisions

• Present underwriting decisions and quotes to clients in a confident, RE5-compliant manner
• Explain decisions clearly, addressing client questions while maintaining professionalism
• Act as the bridge between the underwriting team and the client, ensuring decisions are understood and actionable

Collaboration and Process Improvement

• Work closely with internal departments to ensure timely and accurate processing of applications
• Identify process gaps and recommend improvements to enhance efficiency and client experience
• Support the underwriting team in achieving operational targets and compliance standards

Skills and Experience:

• RE5 certification (essential), must be able to explain and sell underwriting decisions to clients
• 2–3 years’ experience in administrative or underwriting support roles
• Strong analytical, problem-solving, and organizational skills
• Excellent written and verbal communication
• Proficiency in Microsoft Office Suite
• Ability to work independently and as part of a team
• Experience in client engagement or financial services advantageous

Soft Skills:

• High attention to detail and accuracy
• Professional, confident, and client-focused
• Empathetic and solution-oriented
• Ability to prioritize multiple tasks and manage deadlines
• Collaborative and proactive team player
• Committed 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