Renewal Analyst

Sun Life Financial; Montreal; Hybrid; CAD 58,000 - 93,000; Full time

Job summary

A leading financial services company is seeking a Renewal Analyst to support Corporate Account Executives with clients over 50 lives. This role involves developing renewal strategies, analyzing claim experiences, and ensuring data accuracy. Candidates should have a minimum of 5 years of underwriting experience and be bilingual in English and French. The company offers a collaborative culture, flexible benefits, and opportunities for professional growth, with a salary range of $58,000 to $93,000.

Benefits

Flexible Benefits

Pension, stock and savings programs

Wellness programs

Collaborative and inclusive culture

Qualifications

• Minimum 5 years of underwriting/technical experience.
• Bilingualism (French, English) is required for interactions.
• CEBS or GBA designation is an asset.

Responsibilities

• Assist in developing renewal strategy and rationale.
• Recommend means of positioning renewal increases.
• Investigate and analyze claim experience trends.
• Verify renewal data for accuracy.
• Work with the group underwriting department.

Skills

Underwriting/technical experience

Analytical/Data analysis skills

Bilingualism (French, English)

Attention to detail

Interpersonal skills

Teamwork and collaboration

Strong writing skills

Education

Post-secondary education

Tools

Analysis rate tool software

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:

The Renewal Analyst will support a regional team of Corporate Account Executives with clients over 50 lives (Sun Solutions) in maximizing renewal outcomes for SLF. This is done by providing insights into the claim experience through obtaining data and analysis beyond what is included in the normal renewal package from underwriting and integrating information with any applicable current events in the client's environment.

What will you do:

• Assist the Account Executive in developing the renewal strategy and supporting rationale
• Recommend to the Account Executive means of positioning renewal increases as proposed by underwriting
• Investigate and analyze claim experience for trends that impact the renewal
• Verify background renewal data and check for accuracy
• Work in tandem with the group underwriting department

What do you need to succeed:

• Post-secondary education Minimum 5 years of underwriting/technical experience
• Able to work with various analysis rate tool software
• Bilingualism (French, English, both oral and written) is required for frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide
• CEBS or GBA designation is an asset

Preferred skills:

• Strong understanding of Group Benefits and processes
• Analytical/Data analysis skills
• Math and Underwriting skills
• Attention to detail
• Interpersonal skills
• Team work and collaboration skills
• Strong writing skills

What's in it for you:

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
• A friendly, collaborative and inclusive culture
• We’re honored to be recognized as a 2022 Best Workplace in Canada by Great Place to Work® Canada
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension, stock and savings programs to help build and enhance your future financial security
• Wellness programs that support the three pillars of your health – mental, physical and financial

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: 58,000 - 93,000

Job Category: Underwriting - Group

Posting End Date: 11/12/2025