Careers

Full-time, permanent.

35 hours per week (Mon-Fri)

Discretionary Hybrid/Remote working considered

Competitive salary

National Friendly is a small mutual life insurer with a forward looking attitude and a broad and diverse portfolio of products through which it is seeking to support new business growth over the forthcoming years.

We are looking for an experienced Senior Underwriter to join our team. The focus will be on ensuring competitive terms for Life & Critical Illness, Income Protection, Private Medical Insurance and Immediate Needs Annuities. The role is varied, involving general case processing, rules development, philosophy input, process & product improvement and representing National Friendly by liaising with key partners and the wider industry.

There will be plenty of opportunity to develop your skills in all areas of the business.

Key attributes:

• Minimum of five years underwriting experience

• Experience of using underwriting rules engines and/or guiding underwriting philosophy (preferred but not essential)

• A demonstrated track record of underwriting Life & Critical Illness as evidenced by your current or recent underwriting authority levels

• Experienced and confident in assessing new IP applications, deciding what underwriting evidence is required and underwriting complex cases with medical evidence

• Ability to accurately follow underwriting guidelines whilst demonstrating appropriate flexibility and pragmatism without compromising our risk tolerance.

• Assisting less experienced staff with their underwriting development

Good communication skills, self-motivated, the ability to work with others to make a stronger underwriting team, providing accurate and consistent decisions is key.

You will take pre-sale underwriting enquiries by telephone and email, working to build a good working relationship with our intermediaries and other stakeholders

We have a fantastic benefits package. For full details about the role and to find out more about the benefits on offer please visit our website at https://nationalfriendly.co.uk/careers/vacancies/

Please include a CV with your application.

Full-time, permanent.

35 hours per week (Mon-Fri)

Discretionary Hybrid/Remote working considered

Competitive salary

National Friendly is a small mutual life insurer with a forward looking attitude and a broad and diverse portfolio of products through which it is seeking to support new business growth over the forthcoming years.

We are looking for an experienced Underwriter to join our team. The focus will be on ensuring competitive terms for Life & Critical Illness, Income Protection, Private Medical Insurance and Immediate Needs Annuity. The role is varied, involving general case processing, rules development, philosophy input, process & product improvement.

There will be plenty of opportunity to develop your skills in all areas of the business.

Key attributes:

• Minimum of three years underwriting experience

• A demonstrated track record of underwriting Life & Critical Illness as evidenced by your current or recent underwriting authority levels

• Experienced and confident in assessing new applications, deciding what underwriting evidence is required and underwriting complex cases with medical evidence

• Ability to accurately follow underwriting guidelines whilst demonstrating flexibility and pragmatism without compromising our risk tolerance.

Good communication skills, self-motivated, the ability to work with others to make a stronger underwriting team, providing accurate and consistent decisions is key.

You will take pre-sale underwriting enquiries by telephone and email, working to build a good working relationship with our intermediaries and other stakeholders.

The role offers an excellent opportunity to develop and diversify your underwriting skills, influence product and process development and be part of a small friendly underwriting team.

We have a fantastic benefits package. For full details about the role and to find out more about the benefits on offer please visit our website at https://nationalfriendly.co.uk/careers/vacancies/

Please include a CV with your application.

Full-time, permanent.

35 hours per week (Mon-Fri)

(Discretionary hybrid working - minimum 3 days per week office based)

Role Purpose:

• To be the first point of contact for National Friendly member queries primarily through telephone or mail.

• Deal effectively and timely member requests or forwarding to relevant department ensuring these are logged and dealt with to a high standard, in line with agreed processes and procedures to ensure an excellent member experience

• Communicate National Friendly’s values in dealings with colleagues and members with particular attending to the principles of Consumer Duty and acting with integrity

Key Responsibilities:

• Answer member queries via telephone, email, web chat, and letters

• Acknowledging, investigating and resolving general enquiries and non-regulatory complaints

• Process payments securely over the phone (card and direct debit)

• Administer and process a variety of member documents such as:

  Trust deeds

  Powers of attorney

  Policy alterations and more

• Log regulatory complaints with the Complaints Team

• Maintain accurate member records and ensure all correspondence is correctly stored

• Maintain knowledge and understanding of the Society’s products and systems

• Keep up to date with products, services, and internal systems

• To comply with FCA rules, the Data Protection Act, Health & Safety legislation, the Society’s IT policy, and Money Laundering procedures.

• Complete required online training and support ad hoc administrative tasks as needed

Key Results:

• Undertake work in line with the Society’s Service Levels and quality standards

• Ensure administration work and inputting of data is accurate and timely

• Ensure a professional and supporting member service at all times

Key Competencies:

• Excellent communication skills – written and verbal

• Strong attention to detail and data accuracy

• Ability to work well under pressure in a fast-paced environment

• Comfortable using a variety of communication channels

• A team player with a positive, can-do attitude

• Confident using computer systems and managing multiple tasks

National Friendly may review and amend this job description at its discretion.

This job description is a summary of typical functions and not an exhaustive list of responsibilities and other duties may be assigned by their supervisor.

This job description does not form part of the individual’s terms and conditions of employment.