Underwriting Consultant, Large Cases

Iaawg; Quebec; On-site; CAD 90,000 - 130,000; Full time

Job summary

iA Financial Group in Quebec seeks an experienced Mid Market Underwriter to evaluate risks in life insurance, critical illness, and disability, and to provide high-level expertise for financial selection. You will negotiate with reinsurers, support the sales force, and coach underwriting teams to ensure best-in-class service.

You will collaborate with multiple departments, share knowledge, monitor agent quality, and participate in training sessions on underwriting guidelines and new rules.

Qualifications

• University degree and extensive underwriting experience, including 5+ years in Mid Market.
• ALU and FLMI designations are assets.
• Bilingual in French and English required.

Responsibilities

• Evaluate risks in life insurance, critical illness, and disability underwriting.
• Produce high-quality underwriting evaluations with fast turnaround times.
• Negotiate with reinsurers and the sales force; provide advisory and coaching.
• Share knowledge across departments and conduct training on Mid Market underwriting.
• Monitor agents and MGAs for quality and consistency; support tax/solutions teams.

Skills

Financial analysis

Communication

Negotiation

Client focus

Presentation skills

Multitasking

Education

BAC degree or higher

Mid Market underwriting experience (5+ years)

ALU designation (asset)

FLMI designation (asset)

Job description

Job Description

Are you passionate about financial underwriting? You combine in-depth knowledge of underwriting with advanced sales concepts. Sharing your knowledge is part of your daily routine, and you are committed to providing an exceptional service experience. Join our dynamic and expanding team to contribute to the growth of our department and propel your career to new heights. You will collaborate with various departments and participate in improving our high-standard personalized service in partnership with our sales force.

Your role: Evaluate risks in life insurance, critical illness, and disability, and provide high-level expertise for advanced financial selection. Produce high-quality evaluations with a service turnaround time of less than 24 hours. Negotiate with reinsurers and the sales force. Offer advisory, support, and coaching services as a financial analysis resource within the underwriting teams. Share your knowledge with various departments, including monitoring and quality control of agents and MGAs. Work closely with the financial and tax solutions team to provide comprehensive service, including preliminary analysis of large case underwriting files to generate new business, and be available for any questions related to Mid Market underwriting. Conduct presentations and training sessions on Mid Market underwriting for MGAs and advisors regarding IA's underwriting philosophy, new guidelines, or clarifications of existing rules.

Desired qualities

• Excellent financial analysis skills.
• Ability to communicate and explain complex concepts using your expertise.
• Excellent negotiation skills.
• Client and advisor-oriented with a continuous improvement mindset.
• Excellent communication and presentation skills.
• Ability to plan, organize, and manage multiple tasks.

Requirements

• University degree (BAC) and/or 10 years of relevant underwriting experience, including at least 5 years as a Mid Market underwriter.
• ALU designation (an asset).
• FLMI designation (an asset).
• Bilingualism, French and English.

Location(s)

Quebec / 1080, Grande Allee West

Other Possible Location(s): Montreal / 1981 McGill College Avenue

Company iA Financial Group

Posting End Date 2026-09-02

Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management. With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. At iA, we’re invested in you.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability. Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.

As a reflection of our employees’ appreciation and engagement, iA once again stands out this year as one of Canada’s top employers according to Forbes. In 2026, iA Financial Group also ranks 1st among major publicly traded Canadian insurers. At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.