Insurance Specialist (May-June 22)

Insurance Specialist (May-June 22)

Operations • Flexible remote • Old Street

The day-to-day management of the On Risk process for Group Risk insurance policies written through YuLife, ensuring all clients are provided with a personable and first class customer service.

About us:

YuLife is creating a new kind of insurance company. Our mission is to inspire people to live longer, happier and healthier lives. We provide life insurance to companies and drive employee wellbeing through meaningful, engaging and rewarding experiences inspired by our favourite games, apps and products.

We live by a simple principle and we strive to translate this to our designs: always seek the win-win in everything we do. This means we should always be giving more than we take with every interaction. Sounds good?

The journey so far:

What's happened over the last few years:

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The 2022 mission is to reach 1 million lives!

The role:

The day-to-day management of the On Risk process for Group Risk insurance policies written through YuLife, ensuring all clients, intermediaries and internal customers are provided with a personable, first class customer service.

Our team is split into Launch who support YuLife Sales Teams, Intermediaries and Direct Clients pre-sale and Account Management for our existing customers.  Due to rapid expansion we are seeking experts for both areas.

Day to day responsibilities could include, but are not limited to:

  • Own the ongoing management of the On Risk process for a portfolio of clients
  • Reviewing application forms to ensure they meet the coverage required; prepopulating, issuing to client or Broker, reviewing completed forms upon receipt and submitting to the relevant Insurer
  • Sending confirmation acceptance of risk,
  • Requesting inception data,
  • Working with the wider Customer Success team to ensure all relevant information is provided for the client’s pre-onboarding,
  • Reviewing and sending out deposit invoices (if issued),
  • Preparing inception accounts: review, manipulation and formatting of inception data,
  • Our Account Management team own the management for the ongoing insurance administration and Group Risk support of a portfolio of clients
  • Support YuLife Sales Teams, Customer Success Account Management team, Intermediaries, and Direct Clients for all ongoing insurance queries and administration related to your client
  • Requesting anniversary data,
  • Working with the wider Customer Success team to ensure all relevant information is provided for the client’s account management,
  • Reviewing and sending out deposit invoices (if issued),
  • Preparing anniversary accounts: review, manipulation and formatting of anniversary data,
  • Reviewing and issuing of invoices and breakdown of costs,
  • Reviewing and issuing of policy schedules,
  • Reviewing and issuing of medical underwriting requests,
  • Ensuring client/intermediary is kept informed of the progress of the journey,
  • Participates in customer account management meetings (on and off-site) as appropriate,
  • Assisting clients/ intermediaries with ad-hoc insurance queries,


The ideal candidate will have:

  • Minimum of 2 years Group Risk administration experience, preferably obtained by working for an Insurer, with demonstrated technical ability in Group Life, Group Critical Illness and Group Income Protection products
  • GR1
  • A high level of written and verbal communication
  • Excellent attention to detail
  • Love working with Excel 😃
  • Flex administration experience – desirable
  • Aptitude for working with multiple technologies
  • Demonstrate the desire to deliver the best possible customer experience, on a right first-time basis
  • Ability to work under pressure, understanding the peaks of Group Risk business
  • Demonstrate the ability to adopt change to improve process, efficiency and service
  • Happy to work with customers from a variety of backgrounds and positions
  • Ability to convey complex information to customers with various levels of understanding, whilst maintaining technical integrity

Process

  • Meet with HR 
  • Meet with the line manager Jen Marsden, Client Administration Manager and Jonathan Roomer - Head of Customer Success
  • Meet the YuLife co-founders Sammy Rubin, CEO, Sam Fromson, COO and Josh Hart, CPTO.
  • Join the YuCrew!

What you’ll get: 

We like to give more than we take so here are some of our benefits: 

  • A competitive base salary Potential to earn share options 6x salary life assurance policy Income protection policy Access to the YuLife app (which includes a tonne of well-being rewards, discounts and exclusive offers as well as access to Meditopia and Fiit) 
  • £20 per month to a "be your best Yu" budget
  • Unlimited Monthly professional coaching with More Happi 
  • OnHand Volunteering app 
  • £25 monthly budget with Learnerbly 
  • Financial coaching with Octopus Money coach 
  • Generous parental leave policies Remote working packing; includes laptop, desk, chair etc. 
  • Contributory pension = 3% of basic 24 days Annual Leave + 1 ‘personal’ day (e.g your birthday, moving house anything else that is for Yu!) 
  • Remote and flexible working Currently our lovely office in Shoreditch is available if people want (and only if they want) to use it. 

Here is our framework and principles around hybrid working at YuLife.

Our values:

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YuLife company culture:

Read what one of our key investors has to say about our culture ›

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We're more than just life insurance!