Manager, Personal Health Insurance (PHI)

Sun Life Financial; Montreal; Hybrid; CAD 78,000 - 128,000; Full time

Job summary

A leading financial services company is seeking a Manager for Personal Health Insurance. This role involves leading a team to enhance service quality and operational efficiency while fostering a collaborative culture. The ideal candidate will possess strong leadership and strategic thinking skills, alongside a background in underwriting. The position offers a flexible hybrid work model and opportunities for professional development.

Benefits

Flexible hybrid work model

Pension, stock and savings programs

Collaborative and inclusive culture

Qualifications

• Minimum 5 years experience in Life, Critical Illness and Personal Health Insurance products.
• Bilingualism (French, English) required for managing staff.

Responsibilities

• Lead a team of underwriters and administration members.
• Develop strategies to improve efficiency and client experience.
• Monitor performance against service metrics.

Skills

Leadership

Problem Solving

Strategic Thinking

Communication

Education

Underwriting Education

Job description

Manager, Personal Health Insurance (PHI)

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:

Ignite your leadership potential and drive excellence in the fast-paced world of Insurance Operations. We’re looking for a highly motivated individual to join our team. As the Manager of New Business and Underwriting, you’ll lead a talented group of Team Leaders, Underwriters and Administration team members to service excellence, elevating service quality and operational efficiency. Your strategic vision, innovation and passion for excellence will be the catalysts for continuous improvement. In this role, you’ll not only shape the success of the New Business & Underwriting teams but also play a crucial part in enhancing the advisor and client experience.

What will you do?

Provide strong leadership to underwriters in their service delivery and development, and expert guidance on large and complex cases including escalations

Using lean management concepts and methodology, develop and implement strategies and processes to improve efficiency, accuracy and client experience

Drive excellence in new business and underwriting operations by actively monitoring performance against service metrics

Empower team leaders and members with proactive guidance to swiftly resolve challenges and escalations

Leverage data-driven insights to optimize capacity planning and demand forecasting

Cultivate leadership talent through targeted, timely coaching and constructive feedback to enhance team competencies

Forge robust relationships with internal and external stakeholders through engaging interactions and impactful presentations

Expertly navigate and resolve complex situations by partnering closely with distribution channels and advisors

Develop, implement, and monitor internal controls and governance of common and consistent practices across Underwriting and Operations

Oversee the successful maintenance of SLF Corporate requirements (ie: internal/external audits, business continuity, fraud risk assessments)

What do you need to succeed?

Highly developed leadership skills for motivating, coaching and training underwriters, developing high performing talent and managing overall performance

Sharp problem-solver who develops innovative solutions

Strategic thinker who can align underwriting and operational strategies with broader business goals

Skill in making sound underwriting decisions based on data analysis and risk evaluation

Highly organized with a talent for managing multiple priorities seamlessly

Ability to interpret, assimilate and apply numerous guidelines, reports and data to set and manage priorities

Persuasive communicator with excellent negotiation skills, both written and verbal

Thrives in dynamic environments and adapts easily to change

Willingness to pursue underwriting education and/or a professional underwriting background

Capability to plan, execute and oversee multiple projects simultaneously

In-depth knowledge of Individual Insurance products, processes, and services

Minimum 5 years experience in Life, Critical Illness and Personal Health Insurance products (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.

Some travel may be required as teams are located in Toronto, Waterloo and Montreal

What’s in it for you?

A collaborative and inclusive culture

Flexible hybrid work model including meaningful in-office at at-home days

A dynamic environment that thrives on open communication, shared ideas and collective problem-solving

United core values, supporting each other’s development while celebrating our shared successes

Pension, stock and savings programs to help build and enhance your future financial security

Work and professional development that is united by our Purpose: Helping Clients achieve lifetime financial security and live healthier lives

#LI-MC1 #LI-Hybrid

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] .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible 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:

78,000/78 000 - 128,000/128 000

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:

Ignite your leadership potential and drive excellence in the fast-paced world of Insurance Operations. We’re looking for a highly motivated individual to join our team. As the Manager of New Business and Underwriting, you’ll lead a talented group of Team Leaders, Underwriters and Administration team members to service excellence, elevating service quality and operational efficiency. Your strategic vision, innovation and passion for excellence will be the catalysts for continuous improvement. In this role, you’ll not only shape the success of the New Business & Underwriting teams but also play a crucial part in enhancing the advisor and client experience.

What will you do?

• Provide strong leadership to underwriters in their service delivery and development, and expert guidance on large and complex cases including escalations

• Using lean management concepts and methodology, develop and implement strategies and processes to improve efficiency, accuracy and client experience

• Drive excellence in new business and underwriting operations by actively monitoring performance against service metrics

• Empower team leaders and members with proactive guidance to swiftly resolve challenges and escalations

• Leverage data-driven insights to optimize capacity planning and demand forecasting

• Cultivate leadership talent through targeted, timely coaching and constructive feedback to enhance team competencies

• Forge robust relationships with internal and external stakeholders through engaging interactions and impactful presentations

• Expertly navigate and resolve complex situations by partnering closely with distribution channels and advisors

• Develop, implement, and monitor internal controls and governance of common and consistent practices across Underwriting and Operations

• Oversee the successful maintenance of SLF Corporate requirements (ie: internal/external audits, business continuity, fraud risk assessments)

What do you need to succeed?

• Highly developed leadership skills for motivating, coaching and training underwriters, developing high performing talent and managing overall performance

• Sharp problem-solver who develops innovative solutions

• Strategic thinker who can align underwriting and operational strategies with broader business goals

• Skill in making sound underwriting decisions based on data analysis and risk evaluation

• Highly organized with a talent for managing multiple priorities seamlessly

• Ability to interpret, assimilate and apply numerous guidelines, reports and data to set and manage priorities

• Persuasive communicator with excellent negotiation skills, both written and verbal

• Thrives in dynamic environments and adapts easily to change

• Willingness to pursue underwriting education and/or a professional underwriting background

• Capability to plan, execute and oversee multiple projects simultaneously

• In-depth knowledge of Individual Insurance products, processes, and services

• Minimum 5 years experience in Life, Critical Illness and Personal Health Insurance products (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.

Unique Requirements:

• Some travel may be required as teams are located in Toronto, Waterloo and Montreal

What’s in it for you?

• A collaborative and inclusive culture

• Flexible hybrid work model including meaningful in-office at at-home days

• A dynamic environment that thrives on open communication, shared ideas and collective problem-solving

• United core values, supporting each other’s development while celebrating our shared successes

• Pension, stock and savings programs to help build and enhance your future financial security

• Work and professional development that is united by our Purpose: Helping Clients achieve lifetime financial security and live healthier lives

#LI-MC1 #LI-Hybrid

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] .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible 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:

78,000/78 000 - 128,000/128 000

Job Category:

Underwriting - Individual

Posting End Date:

28/05/2025

About the company

Sun Life Financial Inc. is a Canadian financial services company.