Intermediate Underwriter

Simply Benefits Inc.; Canada; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

Simply Benefits Inc. in Kelowna, BC, is seeking an experienced Intermediate Underwriter to assess risk for group benefits, prepare proposals, and collaborate with sales, service and carrier partners to deliver competitive solutions.

You’ll balance detailed analysis with documented decisions, manage multiple priorities and deadlines, and contribute to process improvements within a fast-paced TPA environment.

Qualifications

• 3+ years of underwriting experience in group benefits.
• Strong understanding of group benefits underwriting principles and contract language.
• Excellent communication and documentation skills.
• Ability to manage multiple priorities and meet deadlines.
• Experience creating proposals for external audiences is preferred.
• GBA designation is preferred.

Responsibilities

• Analyze new business opportunities to evaluate risk and determine appropriate underwriting approaches.
• Prepare and document proposals for new and renewal business.
• Prepare renewal packages for small to medium-sized groups.
• Collaborate with Sales, Service and carrier partners to deliver competitive pricing.
• Clearly document underwriting decisions, assumptions, alternates and deviations.
• Participate in workflow management and support the effective movement of underwriting work.
• Support underwriting leadership with carrier communications and process improvements.

Skills

Underwriting experience

Group benefits knowledge

Communication skills

Time management

Proposal experience

GBA designation

Job description

We’re a Kelowna-based Third Party Administrator/Payor (TPA/TPP) improving the health benefits experience for employers, insurers and, well, everybody! Our team leverages digital-focused strategies to provide members with fast, easy and thoughtful benefits experiences. To put it simply, we provide group benefits plans, but we’re a technology company first. Our team embraces autonomy, complexity and a connection between effort and reward as three qualities that foster a truly satisfying career and strives to separate itself from the corporate herd.

What we’re looking for

We’re looking for an experienced Intermediate Underwriter with a strong understanding of group insurance benefits and underwriting principles. You’ll use sound judgment and critical thinking to evaluate risk, prepare new business and renewal proposals, and work closely with internal teams and carrier partners to deliver competitive solutions. This role is ideal for someone who thrives in a fast-paced environment and is comfortable balancing detailed analysis, documentation and multiple priorities.

Who you are

You are an experienced group benefits underwriter who can assess risk, interpret benefit and contract language, and make well-supported underwriting decisions. You are analytical and detail-oriented, with strong critical thinking and documentation skills. You communicate clearly with internal teams and external partners and are comfortable managing multiple priorities and deadlines. You work collaboratively, take ownership of your work and look for opportunities to improve processes and support the broader underwriting team.

What you’ll do

• Analyze new business opportunities to evaluate risk and determine appropriate underwriting approaches.
• Prepare and document proposals for new and renewal business.
• Prepare renewal packages for small to medium-sized groups.
• Collaborate with Sales, Service and carrier partners to deliver competitive pricing.
• Clearly document underwriting decisions, assumptions, alternates and deviations.
• Participate in workflow management and support the effective movement of underwriting work.
• Support underwriting leadership with carrier communications and process improvements.

What you need

• At least 3 years of underwriting experience.
• Strong understanding of group benefits underwriting principles and contract language.
• Excellent communication and documentation skills.
• Ability to manage multiple priorities and meet deadlines.
• Experience creating proposals for external audiences is preferred.
• GBA designation is preferred.

What we can offer

• Opportunity to work on complex and meaningful underwriting opportunities.
• Unique ability to apply an underwriting skill set in a Third-Party Provider environment.
• Collaborative team environment with strong carrier relationships.