Associate Group Underwriter

Sun Life Financial; Calgary; Hybrid; CAD 49,000 - 81,000; Full time

Job summary

A leading company in financial services is looking for an Underwriter to assess and manage risks for small and medium businesses. The role involves analyzing client data, providing solutions, and ensuring quality service while respecting deadlines. Opportunities for career growth and a supportive, inclusive culture await you at this hybrid workplace.

Benefits

Comprehensive training and development programs

Career progression opportunities

Flexible benefits

Pension Plan participation

Care Days for self-care

Inclusive culture

Qualifications

• University Degree in mathematics, finance, actuarial science or equivalent experience.
• Strong knowledge in Microsoft Suite.
• Solid analytical, mathematical, and problem-solving skills.

Responsibilities

• Assess and manage risk by analyzing data relating to requests from customers.
• Set pricing and provide quotations for new business opportunities.
• Develop understanding of Group Benefits environment.

Skills

Analytical skills

Mathematical skills

Problem solving skills

Interpersonal skills

Communication skills

Negotiation skills

Attention to detail

Positive attitude

Time Management

Education

University Degree in mathematics, finance, or actuarial science

Tools

Microsoft Suite

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

Job Description:

Location: hybrid

This role reports to the Sun Advantage Underwriting Manager. The Sun Advantage segment provides service to small and medium businesses (3-49 lives) represented by brokers, Managing General Agents(MGAs) and Third-Party Administrators( TPAs).

What will you do?

• Assess and manage risk by analyzing data relating to requests from existing customers or new business opportunities
• Provide insights and creative solutions to help solve existing or new client problems when issues arise
• Set pricing to renewal inforce contracts and provide quotations for new business opportunities
• Meet Sun Life’s quality and service standards and respecting deadlines
• Develop a good understanding of the administrative, contractual and legislative Group Benefits environment
• Develop a strong understanding of Sun Life’s products and services, underwriting guidelines, systems and tools, pricing methodologies and market feedbacks
• Partner with the sales and service team to provide outstanding client services and achieve profitability objectives

What do you need to succeed?

• Strong knowledge in Microsoft Suite
• Solid analytical, mathematical and problem solving skills
• University Degree in mathematics, finance, actuarial science or equivalent experience
• Attention to details
• Ability to work both independently and as a member of a team, under pressure, in an organized, efficient and autonomous manner
• Positive attitude and enthusiasm for working in a fast-paced, multi-tasking environment
• Excellent interpersonal skills
• Demonstrated communication and negotiation skills both written and verbal

Assets:

• Group Benefit knowledge
• CEBS certificate

Reasons why you should join us under the sun:

• Comprehensive training and development programs from the start of employment and ongoing that set you up for success
• An environment of continuous learning mixing both formal training as well as progressive independent challenges
• Career progression opportunities within Underwriting and a variety of other career paths within Sun Life
• A caring, supportive, and inclusive culture
• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days tosupport your well-being.
• 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 withSun Life automatic and matching contributions and by including both your salary and bonus when makingcontributions.

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! Several 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.

Salary Range:

49,000/49 000 - 80,200/80 200

Job Category:

Underwriting - Group

Posting End Date:

24/06/2025