Specialist Underwriter
Specialist Underwriter
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Job Description
As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on SS&C for expertise scale and technology.
Job Description
About SS&C Technologies
SS&C is the largest global investor service provider servicing more than 55 million investors. Continually investing in global technology and services across the spectrum of distribution channels including: Asset Managers Financial Advisors Wealth Managers and large financial institutions such as Banks and Insurers. Investor servicing is offered in many different countries including the U.S. Canada U.K. Ireland Luxembourg Australia Hong Kong and Singapore. SS&C also services mutual fund structures in many other fund domiciles.
Global Investor and Distribution Solutions (GIDS) is the business unit offering this role. GIDS delivers global omni-channel investor servicing including contact centre using digital services.
The Specialist Underwriter role involves conducting detailedmedical risk assessmentsto evaluate clients health profile directly influencing discount rates applied to Discounted Gift Plans (DGPs). The successful candidate will makeaccurate and timely underwriting decisionswithin delegated authority balancing commercial risk with positive client outcomes.
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.
Your Experience
- Strongcustomer focuswith a commitment to delivering excellent service
- Ability tofollow detailed work instructionsand perform effectively under close supervision
- A proventeam playerwith strong collaboration skills
- High attention to detail and a genuine interest in working with data
- Excellentcomputer literacy with proficiency inMicrosoft Word and Excel
- Strongorganisation and time managementskills with the ability to prioritise tasks effectively
- Demonstratedanalytical problem-solving and decision-makingabilities
- Effectivecommunicationandmathematical reasoningskills
- Experience in Financial Servicesis essential
- Medical Underwriting experienceis preferred
EEO Statement / Non-agency Disclosure
We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups to enable us to bring a diversity of perspectives to our thinking and conversation. Its important to us that we strive to have a workforce that is diverse in the widest sense.
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.
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.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race color religious creed gender age marital status sexual orientation national origin disability veteran status or any other classification protected by applicable discrimination laws.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
