Manager, New Business and Underwriting Shared Services

Sun Life Financial; Montreal; Hybrid; CAD 80,000 - 128,000; Full time

Job summary

A financial services company is seeking a New Business and Underwriting Shared Services Manager in Montreal. This pivotal role involves overseeing operations, fostering a client-focused environment, and ensuring staff development. Ideal candidates should have leadership experience, strong communication skills, and the ability to drive change. The position offers a hybrid work model and a competitive salary range of $80,000 - $128,000, along with generous employee benefits.

Benefits

Flexible Benefits

Pension Plan participation

Stock Ownership Program

Paid vacation

Sabbatical Program

Investment in not-for-profit organizations

Qualifications

• 4+ years of leadership experience.
• Ability to navigate through reporting and data analysis.
• Bilingualism (French, English) required for Quebec.

Responsibilities

• Oversee day-to-day operations for Tele-Interview, Training and Development.
• Ensure operational excellence and coach employees to meet performance targets.
• Build and establish a new Training and Development team.

Skills

Leadership experience

Strong communication skills

Problem-solving skills

Analytical skills

Ability to influence change

Statistical knowledge

Education

University degree or 4-6 years of related work experience

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

As the New Business and Underwriting Shared Services Manager, you will be overseeing day-to-day operations for Tele-Interview, Training and Development and our vendor teams. Your role is vital in cultivating a client-focused environment and ensuring operational excellence. Reporting to the Director of New Business and Underwriting Shared Services, you’ll make a significant impact by ensuring the employees are coached, developed and skilled to meet the New Business operations performance targets. Join us in driving success and lead the way in this dynamic role!

What will you do?

• Communicate effectively with all sites, ensuring a consistent experience for the representatives and members, as well as communicate with external vendors to meet business needs
• Help to build and establish a new Training and Development team for all of New Business and Underwriting, ensure all employees have detailed documentation and tools to build their progression plans and understand the paths to grow their career
• Take on functional lead for certain tasks/ New Business initiatives across the enterprise as needed
• Interact directly with clients and advisors, as required
• Manage team performance daily ensuring the service and quality objectives are being attained and maintained on a consistent basis
• Seek out data to analyze metrics and act intraday and proactively on emerging issues.
• Ensure staff are equipped with the knowledge, training, experience, tools and technology needed to achieve the required business results
• Provide leadership, coaching, and mentoring to the Team Lead to develop their competencies and position them for success
• Foster a work environment that values the people and encourages participation, creativity, learning and accountability
• Responsible for employee recruitment to meet business objectives
• Partner with other areas to promote understanding and knowledge exchange between business units
• Identify, develop & maintain opportunities for process and system improvements and manage process and system improvement projects where appropriate. For larger projects and/or those with an IT component, partner with Best Practices team by participating as the Subject Matter Exert on project teams

What do you need to succeed?

• 4+ years of leadership experience
• Detail-oriented with strong communication skills and someone who can influence leaders and teams across business area boundaries to collaborate towards achieving outcomes with strong buy-in and support, including external vendors
• A relentless and demonstrated ability to find customer service and efficiency opportunities
• Problem solving, analytical and decision-making skills that consider the interests of the client and the company
• Proven skills analyzing data to make sound, data driven decisions
• Experience managing results along with superior time management skills
• Ability to influence change and build relationships
• Ability to navigate through reporting
• Strong knowledge and understanding of statistical models & analysis
• University degree or 4-6 years of related work experience
• LOMA and/or ALU certifications are an asset
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position includes managing both French and English-speaking staff (Quebec and outside Quebec) and providing daily support to the team.

Reasons why should you join us under the sun

• A caring, supportive, and inclusive culture
• Supportive leadership who’s focused on your success and well-being
• Continuous improvements that focus on enhancing your work and our clients’ experience #makeadifference
• Sustainability commitments to create a cleaner, more inclusive and sustainable future for our communities

We also offer a number of programs and offerings to help our Employees achieve lifetime financial security and live healthier lives, some of these include:

• 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 with Sun Life automatic and matching contributions and by including both your salary and bonus when making contributions
• Stock Ownership Program gives you the chance to invest in Sun Life and get a company match
• Pay for performance reward
• Paid vacation based on experience, 5 Care Days available for self-care or care of others (i.e., family or others you may support) and 10 Sick Days to support your well-being
• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years
• Investment in not-for-profit organizations that are important to you

Unique Requirements

• Flexibility in Schedule required

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 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

80,000/80 000 - 128,000/128 000

Job Category

Underwriting - Individual

Posting End Date

05/01/2026