Personal Underwriting Assistant

This role supports the Personal Underwriting team by handling administrative tasks and maintaining client documentation. The ideal candidate will manage data entry, file organization, and assist with client communications.
A strong focus on accuracy, confidentiality, and task prioritization is key to succeeding in this role.

This position plays a vital role in helping the team operate smoothly and deliver efficient service to clients.

Key Responsibilities

• Provide daily administrative support to Personal Underwriters
• Prepare and manage underwriting documentation and client files
• Maintain up-to-date policy records with a high degree of accuracy
• Capture and update client data and underwriting information
• Assist with managing inbound client queries and documentation follow-ups
• Ensure all administrative processes align with internal policies and service standards
• Organize digita...