Administrative Assistant supporting multiple executives in a fast - paced environment at Capital One. Managing schedules, travel arrangements, and key team activities with essential organizational skills.
IA
Hybrid Administrative Specialist – Advanced Underwriting
Posted yesterday
About the role
- Administrative Specialist supporting PPI's Advanced Underwriting team with case management and advisor collaboration. Responsible for maintaining databases, tracking systems, and underwriting processes.
Responsibilities
- Maintain internal Advanced Underwriting databases to include confidential underwriting-specific files
- Establish and maintain preliminary files in accordance with the Preliminary File protocol
- Collaborate closely with advisors and vendors to coordinate scheduling and special requirements
- Contact doctors directly as required to clarify details and/or to help expedite handling
- Ongoing collaboration with PPI Underwriter in management of complex and high‑value advanced underwriting cases
- Liaise with colleagues on operations teams to ensure appropriate action is taking place on any advanced underwriting submitted cases
- Conduct internet research as part of the underwriting risk assessment process
- Proactively identify, escalate, and help mitigate potential underwriting risks
- Work closely with Marketing Resources counterparts to manage and share applicable case information
- Update weekly reports and maintain internal tracking systems.
- Enhance and strengthen reporting of management data to provide relevant data to more effectively performance and chart direction.
- Take on or provide assistance with other projects or tasks as necessary and as directed by the Team Leader, Advanced Underwriting.
Requirements
- Must be fluently bilingual, both oral and written, in French and English (mandatory)
- Undergraduate degree in a business-related program desirable
- Minimum of 5 years’ experience in a financial environment
- Industry designation(s) (FLMI, ACS, AIAA) desirable
- Proven business knowledge of life insurance industry and products,
- Considerable experience in a highly service oriented role
- Strong written and oral communication skills
- Strong interpersonal skills with demonstrated ability to develop and maintain relationships.
- Demonstrated analytical skills and problem-solving abilities
- Excellent organization and time management skills with proven ability to handle multiple tasks
- Initiative to be innovative and creative with developing new ideas and concepts
- Proven ability to handle confidential material with the highest level of discretion
- Demonstrated maturity and ability to respond appropriately in stressful situations.
- Advanced degree of skill with Microsoft software applications, in particular, Word, Excel, Outlook, and internet proficiency.
Benefits
- Hybrid work environment
- Opportunities to learn and develop skills.
- People-focused, inclusive, and collaborative culture.
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