Underwriting Best Practices & Training Specialist, Group

Co-operators; Ottawa; Hybrid; CAD 73,000 - 121,000; Full time

Benefits offered by this job

Training & development

Flexible work options

Well-being programs

Volunteer days

Total rewards package

Job summary

CLIC, a leading Canadian financial services co-operative, seeks a Group Benefits training and QA specialist. The role focuses on delivering underwriting staff training, maintaining guidelines and procedures, and coordinating quality assurance initiatives to ensure compliance with industry standards.

You will deliver structured training, support management with performance development, and stay current on industry trends to align practices with regulatory requirements.

Qualifications

• Post-secondary diploma or industry equivalent.
• 5 years’ experience in Group Underwriting or strong Group Benefits knowledge.
• Experience with developing & delivering adult learning programs.
• Excellent analytical and communication skills.
• Professional designation (ACS/CEBS/FLMI/ACLS) an asset.

Responsibilities

• Provide training to all new and existing Underwriting staff.
• Coordinate and facilitate training sessions, case studies and presentations to the Underwriting team and other Group Benefits departments and Sales teams.
• Develop structured training programs that promote self-serve capabilities and improve existing programs.
• Develop, facilitate and oversee a structured Quality Assurance program.
• Contribute to development and maintenance of underwriting guidelines, procedures and process manuals.
• Monitor and communicate updates to procedures, projects or initiatives.
• Build positive relationships and provide necessary support to internal and external clients, auditors and reinsurers.

Skills

Analytical skills

Communication skills

Training development

Education

Post-secondary diploma

Job description

Company: CLIC

Department: Group Benefits

Employment Type: Regular Full-Time

Work Model: Hybrid (2 days in office)

Language: English is required, French is an asset.

Additional Information: This/these role(s) is/are currently vacant

The Opportunity

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

The Group Underwriting Best Practices & Training Specialist provides training and leadership to the Group Underwriting staff by acting as a key resource in their development and provides integral support to the Management team in aspects of performance development. The role will oversee the development, maintenance and communication of all underwriting guidelines & procedures, reporting, training programs as well as the planning and execution of all Quality Assurance programs. The role will be required to remain current on all industry trends and changes to ensure that practices and training programs align with statutory requirements and best practices.

How You Will Create Impact

• Providing training to all new and existing Underwriting staff.
• Co-ordinating and facilitating training sessions, case studies and presentations to the Underwriting team as well as other Group Benefits departments and Sales teams.
• Developing structured training programs that promote self-serve capabilities as well as enhance/modify existing programs to reflect the needs of the respective areas, procedures and learning styles.
• Developing, facilitating and overseeing a structured Quality Assurance program.
• Contributing to the development and maintenance of underwriting guidelines, procedures, agreements and process manuals to make sure that they are current, competitive and comply with corporate policies.
• Monitoring, communicating and supporting staff in understanding any changes or updates to existing procedures, projects or initiatives.
• Building positive relationships and provide necessary support to both internal and external clients, departments, auditors and reinsurers.

To Join Our Team

• You have a post-secondary diploma or industry equivalent.
• You have 5 years’ experience in the Group Underwriting field or strong Group Benefits knowledge
• You have experience with developing & delivering adult learning programs.
• You have excellent analytical and communication skills
• Having or working towards Associate, Customer Service (ACS), Fellow, Life Management Institute (FLMI) and/or Certified Employee Benefit Specialist (CEBS) designation an asset.

How You Will Succeed

• You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.
• You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.
• You have strong communication skills to clearly convey messages and explore diverse points of view.
• You build trusting relationships and provide guidance to support the development of colleagues.

What You Need To Know

• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you?

• Training and development opportunities to grow your career.
• Flexible work options and paid time off to support your personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Paid volunteer days to give back to your community.
• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

Expected salary range $72,847 - $121,411

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.