Life Insurance Administration
Core
Manage life insurance applications from submission to completion, coordinate underwriting requirements, and liaise with advisers, clients, and insurers to clear outstanding cases.
Role type
Life Insurance Administrator
Builds
Life insurance policy administration and underwriting coordination
Domain
Financial services / Life insurance
Deliverable
client delivery
Required skills
Life insurance administration, underwriting coordination, client liaison, record maintenance, process improvement
Preferred skills
Financial planning, wealth management, superannuation administration
Responsibilities
Manage new life insurance applications, coordinate underwriting requirements and medical reports, follow up pending applications, process policy amendments and renewals, respond to enquiries, maintain accurate records, identify process improvements