Senior Underwriting Consultant - Large Case

Equitable Life of Canada; City of Lacombe; Remote; CAD 80,000 - 100,000; Full time

Job summary

A leading company in Canada is seeking a Senior Underwriting Consultant with expertise in life and critical illness products. This role involves assessing risks, mentoring underwriters, and contributing to underwriting projects in a fully remote setting. Join a collaborative environment focused on growth and client responsiveness, with a commitment to professional development and work-life balance.

Benefits

Work-life balance and wellness focus

Bonuses

Paid volunteer day annually

Company pension with employer matching

Tuition support and professional development programs

Qualifications

• 5+ years of professional experience in life and critical illness underwriting.
• Relevant designations (FLMI, FALU, CPU) or working towards them.

Responsibilities

• Apply comprehensive underwriting expertise across medical, financial, and non-medical risk factors.
• Mentor, train, and co-sign for other underwriters.
• Collaborate with team members to meet service standards.

Skills

Analytical

Problem Solving

Negotiation

Communication

Data Literacy

Education

Degree or equivalent experience

Tools

MS Office

Job description

Senior Underwriting Consultant - Large Case

Location: Alberta, Canada

• Beaumont, AB, Canada
• Brosseau, AB T0B 0P0, Canada
• Lacombe, AB, Canada

Req #: 2335 | Application Deadline: Friday, June 21, 2024

At Equitable, we believe your work life is about more than just a job; it's about growth and reaching your full potential. Join our friendly, collaborative environment where dedication, motivation, and client responsiveness are key to our success.

Position Title : Senior Underwriting Consultant – Large Case

Reports To : Director, Individual Underwriting

Department : Individual Underwriting

Term : Permanent Full-Time

Work Arrangements : Fully remote with potential in-person requirements in Waterloo, ON, or other locations within the Waterloo Region. Travel may be required for sales roles.

The Opportunity : We are seeking a Senior Underwriting Consultant with large case experience to assess life and critical illness products and contribute to both traditional and data-driven underwriting projects. This role offers a chance to work at one of Waterloo Region’s Top Employers.

Key Responsibilities :

• Apply comprehensive underwriting expertise across medical, financial, and non-medical risk factors for affluent and high net worth Canadians.
• Mentor, train, and co-sign for other underwriters.
• Maintain high standards of quality and productivity, ensuring favorable audit results.
• Collaborate with team members to meet service standards.
• Participate in traditional and data-based projects.
• Assess claims, rescissions, and reinstatements.
• Develop and present opportunities to distribution partners and internal teams.
• Ensure compliance with legislation, consumer regulations, and reinsurance treaties.
• Contribute to the professional development of underwriting practices.
• Engage in travel as needed.

Qualifications :

• Expertise in medical, financial, and non-medical underwriting.
• Strong analytical, problem-solving, and proactive skills.
• Adaptability to dynamic work environments.
• Ownership mindset for achieving goals.
• Excellent negotiation and reinsurance relationship skills.
• Effective written and verbal communication skills.
• Data literacy or willingness to learn.
• Degree or equivalent experience.
• 5+ years of professional experience in life and critical illness underwriting, especially in affluent markets.
• Relevant designations (FLMI, FALU, CPU) or working towards them.
• Commitment to ongoing education and industry knowledge.
• Proficiency in MS Office.
• Bilingual abilities (English, French, Cantonese, Mandarin) are assets.

Benefits :

• Work-life balance and wellness focus.
• Bonuses, vacation allowance, and comprehensive benefits.
• Paid volunteer day annually.
• Company pension with employer matching.
• Inclusive employee resource groups.
• Tuition support and professional development programs.
• Onsite cafeteria and employee discounts.
• Company events fostering collaboration.

As part of the recruitment process, you will need to :

• Provide two professional references, including at least one supervisor.

Learn more about Equitable by exploring our organization. We are committed to equal opportunity employment and accessible recruitment processes. Please contact our HR team for accommodations or alternative formats.

• Job Family: Individual Contributor

Share this job :

Create a job alert for this search