Associate Group Underwriter

Sun Life Financial; Calgary; Hybrid; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Short-term gigs across organization

Collaborative team environment

You Give, We Give program

Care Days

Job summary

Sun Life Financial is seeking an Associate Group Underwriter to assess risk and price Group Life, Disability, Health, Dental and Critical Illness benefits. You will renew existing business, provide pricing advice on plan changes, and explore new opportunities while collaborating closely with the sales team to meet profitability and client needs.

The role emphasizes strong numerical skills, analytical thinking, and cross-functional teamwork, with a goal of delivering high-quality, client-focused

Qualifications

• Excellent numerical and analytical skills.
• Strong communication and collaboration abilities.
• Ability to negotiate and make decisive timely decisions.
• High level of organization and time management.
• Ability to work independently and in cross-functional teams.

Responsibilities

• Complete renewals, quotations and respond to client requests within service standards.
• Develop understanding of products, underwriting guidelines and pricing methodologies.
• Assess risk and determine price and conditions for Group Benefits.
• Build relationships with sales teams and support renewals and quotations.
• Understand administrative, contractual and legislative Group Benefits environment.
• Collaborate with sales to understand client needs and risk profiles.
• Aim to meet client needs with creative risk and cost solutions.
• Complete the CEBS Group Benefits Associate certificate within 3 years from hire.

Skills

Analytical skills

Numerical skills

Interpersonal skills

Excel

Cross-functional teamwork

Tools

Excel

Microsoft Office

Job description

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. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

Location: hybrid Are you an analytical person who enjoys working with numbers? Are you interested in assessing risk and understanding the financial drivers of insurance profit? Do you thrive in an environment where multi-tasking is required? Do you love learning? Are you a strong communicator? Are you motivated to collaborate with others to develop solutions that meet client needs? If so, consider a career as a Group Underwriter at Sun Life Financial. As an Associate Group Underwriter: You will be responsible for the risk selection and pricing of Group Life, Disability, Health, Dental and Critical Illness benefits. This includes renewing our existing business, providing pricing and advice on plan change requests as well as assessing new business opportunities. You will work closely with our sales team to meet sales and profitability objectives as well as client needs.

What will you do?

• Complete renewals, quotations and respond to client requests within service standards
• Develop a strong understanding of our products and services, underwriting guidelines, systems and tools, pricing methodologies and the marketplace
• Assess risk and determine the price, financial and contractual conditions of Sun Life's Group Benefits offering for each Plan Sponsor
• Develop an understanding of the administrative, contractual and legislative Group Benefits environment
• Build strong relationships with our sales people, working in partnership with them to sell renewals and quotations
• Work with our sales people to ensure a clear understanding of our clients, their needs and their respective risk profiles
• Strive to meet client needs, including providing insight and creative solutions to help solve client issues around risk and cost of their group benefits plan
• Be required to complete the CEBS Group Benefits Associate (GBA) certificate within 3 years from date of hire

What do you need to succeed?

• Excellent numerical and analytical skills
• A thoughtful approach to decision making with an ability to apply judgement to unique situations
• A solutions mind set where you are able to balance the needs for profit against growth
• A curiosity about our clients and their needs where you are constantly looking for creative ways to do the best for us and them
• Ability to negotiate and make decisive timely decisions
• Ability to work effectively with Microsoft and Excel application
• Highly organized with excellent time management skills
• Ability to work independently
• Excellent interpersonal skills and strong cross-functional team skills
• Ability to clearly explain your decisions, both written and verbal
• A positive attitude with a commitment to high quality work and service excellence

Reasons why you should join us under the sun

• We’re proud to be recognized as a company with a 2026 Most Trusted Executive team by Great Place to Work® Canada
• Access to short-term assignments or 'Gigs' across the organization, to help you develop new skills and connections.
• A collaborative and interactive team environment
• Charitable giving through our You Give, We Give program lets you give back to your community – and in many cases, we'll match your contributions.
• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. 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 [e-mail].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

Salary Range: 54,600/54 600 - 84,800/84 800

Job Category: Underwriting - Group Posting End Date: 03/11/2026

Shine together

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you - and your career - can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We're a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There's power in numbers. As part of Sun Life's growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers