Data Intake Administrator supporting Stop Loss and Health Claims operations for Sun Life U.S. Responsible for accuracy in data submissions and team development initiatives.
About the role
- Ensure all administration for mortgage and protection business is managed efficiently from start to completion.
- Meet service levels and regulatory requirements.
- Liaise with providers, lenders, and clients to progress cases.
- Coordinate with solicitors and conveyancers on exchange/completion dates.
- Manage review dates for existing clients.
- Maintain accurate client records and AML information.
- Obtain illustrations, application forms, and supporting documents.
- Prepare suitability reports for adviser review.
- Submit life/general business applications to providers.
- Track progress and update advisers accordingly.
Requirements
- Strong organisational and administrative skills.
- Previous experience in a Mortgage and Protection role.
- Excellent communication and attention to detail.
- Ability to manage multiple tasks and meet deadlines.
- Knowledge of FCA regulations and Consumer Duty principles is desirable.
Benefits
- Work-life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working
- Generous time off: 28 days holiday + bank holidays + your birthday off
- Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions
- Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts
- Career development & progression: Access to the Radiant Academy for structured training.
- Team culture: Join a collaborative, approachable group of professionals who value both excellence and support
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