Director, Advanced Underwriting
Sun Life Financial
- Waterloo, QC
- $105,000-175,000 per year
- Permanent
- Full-time
- Analyze insurance applications and evidence of insurability; apply holistic underwriting expertise in all areas of underwriting including medical, financial and lifestyle factors to make sound and competitive underwriting decisions
- Negotiate internal decisions with our reinsurers, in accordance with reinsurance treaties and internal rules
- Effectively communicate and explain decisions to advisors and/or client’s physician as required leveraging our Client for Life Principles
- Build strong relationships with business leaders, distribution teams and advisors delivering exceptional service and expertise
- Focus on continuous improvement. Identify areas of opportunities and bring forward recommendations for solution.
- Contribute to a positive environment through teamwork, and a spirit of innovation, and professional development
- Attend and contribute to regular HNW case reviews where the team shares their knowledge and opinions with an outcome of helping each other to develop and learn
- Mentor and grow staff to the next levels of their careers
- Decision Making Authority
- Client and results focus, pro-active service orientation to support our business goals
- Strong knowledge of medical and financial risk factors
- The ability to work in a fast-paced environment, meet tight deadlines and balance completing priorities
- Strong interpersonal skills to work collaboratively with our internal and external partners
- 10-15 years’ experience as an Individual Life Underwriter
- Bachelor's degree or equivalent
- Specialized training: ALU certificate and commitment to ongoing education with a goal of attaining the Fellow, Academy of Life Underwriting (FALU) and Fellow, Life Management Institute (FLMI) designations
- As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide and the position reports to a unilingual English-speaking manager outside Quebec
- A caring, supportive, and inclusive culture
- Supportive leadership who’s focused on your success and well-being
- Continuous improvements that focus on enhancing your work and our clients’ experience #makeadifference
- Sustainability commitments to create a cleaner, more inclusive and sustainable future for our communities
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making contributions
- Stock Ownership Program gives you the chance to invest in Sun Life and get a company match
- Pay for performance reward
- Paid vacation based on experience, 5 Care Days available for self-care or care of others (i.e., family or others you may support) and 10 Sick Days to support your well-being
- Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years
- Investment in not-for-profit organizations that are important to you