Underwriting Consultant
Sun Life
Calgary, Alberta
4d ago

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self.

You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights.

Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description :

Looking to grow your career? At Sun Life, our first focus is our people. We partner with you to build YOU . Our underwriting schools and focus on continuing education are seen as industry benchmarks.

Our technical training supports your progression on both product knowledge and signing authority. It’s not just about the WHAT , Sun Life invests in the HOW with an emphasis on leadership and core competency skills development.

The right combination of training and YOU help Sun Life be industry best.

Sun Life provides career paths in our dedicated channel, independent channel, High Net Worth, and Underwriting Risk Management teams.

We are looking for YOU to make a difference while using the best technologies and methodologies in the industry.

At Sun Life, we offer a supportive, collaborative and dynamic culture. We support flexible schedules, working from home with enhanced support and benefits during COVID.

We also offer a unique sabbatical opportunity to help YOU in balancing both career, family, and personal development.

What will you do?

Analyze medical, personal and financial information to evaluate eligibility for applications submitted for Life and Critical Illness Insurance products

Assess and classify risk. Gather additional information, obtain medical tests or refer cases as required

Approve cases within authority limit. Submit cases exceeding limits to be co-signed

Where decisions are unfavourable for the client, try to negotiate a better decision from our reinsurers, in accordance with reinsurance treaties and internal rules

Liaise with business leaders and advisors delivering exceptional service and expertise

Communicate and explain decisions effectively to financial security advisors and / or client’s physician as required

Respond to inquiries from financial advisors and general agents without revealing confidential content

Document decisions in underwriting system

Contribute to a positive environment through team work, and a spirit of innovation, continuous improvement and professional development

Maintain medical knowledge and stay current on underwriting approaches

What do you need to succeed?

Written and verbal communication (French and English)

Minimum 3 years of experience as an Individual Life Underwriter

Existing Life and Critical Illness signing authorities

Bachelor's degree or equivalent

Analytical, judgement, problem-solving and decision-making skills

Influencing and negotiation skills

Knowledge of medicine and risk factors

Service-oriented attitude with interpersonal skills to work collaboratively with our internal and external partners

Proven ability to meet tight deadline, work under pressure prioritizing multiple tasks

Detail oriented and accuracy

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

What’s in it for you?

An environment of continuous learning and improvement

A friendly, collaborative and inclusive culture

Flexible Benefits from the day you join to meet the needs of you and your family

Pension, stock and savings programs to help build and enhance your future financial security

Being a member of the Sun Life family, a group of people united by our Purpose : to help Clients and Employees achieve lifetime financial security and live healthier lives

When a new position becomes available which matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.

In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.

Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues.

We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Job Category :

Underwriting - Individual

Posting End Date :

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