Group Underwriting Training & Best Practices Lead

Co-operators; Calgary; Hybrid; CAD 73,000 - 121,000; Full time

Benefits offered by this job

Flexible work options

Paid time off

Well-being programs

Job summary

CLIC, a leading Canadian financial services co-operative, is seeking a Group Underwriting Best Practices & Training Specialist. Hybrid work model with 2 days in office, English required with French as an asset.

Role involves leading training, QA programs, and updating underwriting guidelines to align with industry trends and statutory requirements. You will develop training programs, coordinate sessions, and support across Group Benefits, ensuring compliance and effective performance

Qualifications

• Post-secondary diploma or industry equivalent.
• 5 years’ experience in Group Underwriting or strong Group Benefits knowledge.
• Experience with developing & delivering adult learning programs.
• Excellent analytical and communication skills.
• Designation such as ACS, FLMI and/or CEBS is an asset.

Responsibilities

• Providing training to all new and existing Underwriting staff.
• Co-ordinating and facilitating training sessions, case studies and presentations to the Underwriting team as well as other Group Benefits departments and Sales teams.
• Developing structured training programs that promote self-serve capabilities and reflect the needs of the areas, procedures and learning styles.
• Developing, facilitating and overseeing a structured Quality Assurance program.
• Contributing to the development and maintenance of underwriting guidelines, procedures, agreements and process manuals to ensure they are current and compliant.
• Monitoring, communicating and supporting staff in understanding changes to procedures, projects or initiatives.
• Building positive relationships and providing support to internal and external clients, departments, auditors and reinsurers.

Skills

Analytical skills

Communication skills

Education

Post-secondary diploma or industry equivalent

Job description

CLIC, a leading Canadian financial services co-operative, is seeking a Group Underwriting Best Practices & Training Specialist. Hybrid work model with 2 days in office, English required with French as an asset.

Role involves leading training, QA programs, and updating underwriting guidelines to align with industry trends and statutory requirements. You will develop training programs, coordinate sessions, and support across Group Benefits, ensuring compliance and effective performance