Underwriting Specialist
We’re looking for an experienced underwriter to step into a high-impact, standalone role where you'll build and lead the in-house tele-interviewing and pre-assessment function. This is a rare opportunity to leverage your underwriting expertise in a collaborative and market-leading advice business.
Whether you're Melbourne-based or prefer to work remotely, this is a flexible position within a high-performing, values led advice firm.
🌟 What You’ll Be Doing
- Own and develop the in-house tele-interviewing and pre-assessment function
- Use your underwriting lens to pre-empt potential loadings, exclusions, or declines
- Liaise directly with insurers and underwriters , challenging decisions where appropriate
- Advocate for clients , ensuring risk is well-articulated and policies are placed optimally
- Support advisers with technical pre-assessment insights and guidance
- Support team member by providing advice regarding tele-interviews and where to provide further enquiry
💬 About You
- 3 + years of experience in life insurance underwriting in either group or risk
- Deep understanding of the underwriting process and risk assessment
- Confident, warm, and articulate communicator strong time management and able to self-manage workflow
- Tech-savvy and comfortable working independently and remotely
- A client-first mindset with a proactive, problem-solving attitude
🙌 Why You’ll Love This Role
- Lead and shape a function with genuine ownership and autonomy
- Join a values-driven business making a tangible difference in clients' lives
- Enjoy the flexibility of remote work or collaborate from the Melbourne office
- Work closely with senior advisers and leaders in a flat-structured, high-growth business
- Influence outcomes and help deliver better insurance solutions for Australians