Health Assessor inBristol inBristol PUBLISHED 10 SEP 2024

To complete the Protection customers Health Declaration medical assessment in a timely, accurate and customer focussed manner.
Description


Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.


Job Summary


To complete the Protection customers Health Declaration medical assessment in a timely, accurate and customer focussed manner. To follow agreed processes to ensure that this assessment is carried out with fair outcomes for the customer and in line with governance requirements.

To challenge existing processes in a professional, clear and logical way and be supportive of process improvements which benefit the customer.


What You'll Do


To complete the Protection customers Health Declaration medical assessment in a timely, accurate and customer focussed manner. To follow agreed processes to ensure that this assessment is carried out with fair outcomes for the customer and in line with governance requirements. To work cohesively with all team members in the attainment of service excellence for the Protection customer.

  • Prepare and issue standard and non-standard customer terms using the templates provided and to adjust templates when non-standard.
  • Using mechanisms in place to request medical evidence, including writing to the customer and obtaining medical information from third parties.

Provide information/undertake tasks in response to customer requests or as dictated by product / company requirements, ensuring that the work processed meet agreed company & customer service standards & conforms to legal, regulatory & business standards.

Managing queries that come into the team mailbox within 48 hours.

To challenge existing processes in a professional, clear and logical way and be supportive of process improvements to improve the experience of the Protection customer.

Investigate and resolve complaints and queries, in line with the divisional & regulatory complaint procedures. Identify the cause of the complaint, work to improve the process whilst balancing the needs of the Customer, the Company and the Regulator.


Who You Are


Experience of working within a Medical Underwriting Team and making an accurate assessment of individual risk from a Customers Health Declaration.

  • Able to underwrite Health Declarations for multiple Protection product lines.
  • Understanding of underwriting manuals and processes.
  • Understanding of the Protection products which require underwriting input.
  • Maintains underwriting knowledge with industry and market changes.

Inquisitive and Customer centric approach with an ability to think outside of the norm and challenge existing processes.

Ability to communicate with all types of customers and contribute to a team delivering service excellence.

Able to work to deadlines and manage own workload, prioritising cases when required


Qualifications


  • GR1 or other industry recognised qualification (desired)


Benefits Of Working At Canada Life


We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that’s regularly reviewed. As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with, income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.


How We Work At Canada Life


Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward.

We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That’s why we offer a range of training, flexible working and opportunities to grow and develop.


Diversity and inclusion


Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we’re making in DEI, and we continue for it to be a significant focus.

“At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all.” Nick Harding, Chief People Officer, Canada Life UK

We appreciate that everyone has different work and life responsibilities. We’re happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.
Description

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.

Job Summary

To complete the Protection customers Health Declaration medical assessment in a timely, accurate and customer focussed manner. To follow agreed processes to ensure that this assessment is carried out with fair outcomes for the customer and in line with governance requirements.

To challenge existing processes in a professional, clear and logical way and be supportive of process improvements which benefit the customer.

What You'll Do

To complete the Protection customers Health Declaration medical assessment in a timely, accurate and customer focussed manner. To follow agreed processes to ensure that this assessment is carried out with fair outcomes for the customer and in line with governance requirements. To work cohesively with all team members in the attainment of service excellence for the Protection customer.

  • Prepare and issue standard and non-standard customer terms using the templates provided and to adjust templates when non-standard.
  • Using mechanisms in place to request medical evidence, including writing to the customer and obtaining medical information from third parties.

Provide information/undertake tasks in response to customer requests or as dictated by product / company requirements, ensuring that the work processed meet agreed company & customer service standards & conforms to legal, regulatory & business standards.

Managing queries that come into the team mailbox within 48 hours.

To challenge existing processes in a professional, clear and logical way and be supportive of process improvements to improve the experience of the Protection customer.

Investigate and resolve complaints and queries, in line with the divisional & regulatory complaint procedures. Identify the cause of the complaint, work to improve the process whilst balancing the needs of the Customer, the Company and the Regulator.

Who You Are

Experience of working within a Medical Underwriting Team and making an accurate assessment of individual risk from a Customers Health Declaration.

  • Able to underwrite Health Declarations for multiple Protection product lines.
  • Understanding of underwriting manuals and processes.
  • Understanding of the Protection products which require underwriting input.
  • Maintains underwriting knowledge with industry and market changes.

Inquisitive and Customer centric approach with an ability to think outside of the norm and challenge existing processes.

Ability to communicate with all types of customers and contribute to a team delivering service excellence.

Able to work to deadlines and manage own workload, prioritising cases when required

Qualifications

  • GR1 or other industry recognised qualification (desired)


Benefits Of Working At Canada Life

We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that’s regularly reviewed. As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with, income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.

How We Work At Canada Life

Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward.

We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That’s why we offer a range of training, flexible working and opportunities to grow and develop.

Diversity and inclusion

Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we’re making in DEI, and we continue for it to be a significant focus.

“At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all.” Nick Harding, Chief People Officer, Canada Life UK

We appreciate that everyone has different work and life responsibilities. We’re happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.


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