Underwriting Training and Development Specialist

Canada Life; Regina; On-site; CAD 96,000 - 146,000; Full time

Benefits offered by this job

Education reimbursement

Health & Wellness benefits

Volunteer day

Pension plan

Share ownership program

Recognition programs

ERGs

Job summary

Canada Life is seeking an Underwriting Training and Development Specialist to design, implement, and manage underwriting training programs across all levels. You will build training materials, deliver sessions, and drive continuous learning.

The role focuses on advancing underwriting knowledge, leading onboarding, and measuring program impact while ensuring regulatory compliance and collaboration with risk and NB Ops teams. This is a full-time, on-site opportunity.

Qualifications

• Bachelor's degree or related job experience in underwriting or training.
• Minimum of 5-7 years of experience in underwriting or training.
• Professional insurance qualifications (e.g., FLMI, FALU).
• Experience in developing and delivering training programs within an insurance environment.
• Strong communication and coaching abilities.

Responsibilities

• Design, implement, and manage underwriting training programs tailored to different levels of underwriters (junior, mid-level, senior).
• Deliver training sessions through classroom, webinars, e-learning, and hands-on workshops.
• Create training materials such as manuals, guides, case studies, and assessments.
• Provide specialized training on underwriting principles, risk assessment, policy guidelines, and regulatory compliance.
• Conduct technical training on underwriting software, data analysis tools, and risk evaluation models.
• Lead onboarding and continuous education initiatives for new hires and upskilling programs.
• Evaluate training effectiveness through assessments and metrics and provide coaching to underwriters.
• Ensure alignment with company policies, regulatory requirements, and risk management practices.
• Collaborate with managers, NB Ops teams, external providers to enhance offerings.
• Support career progression pathways for underwriters within the organization.

Skills

Underwriting principles

Risk assessment

Regulatory compliance

Instructional design

Curriculum development

Adult learning

Presentation skills

Project management

Education

Bachelor's degree or related job experience

Tools

Underwriting software

Data analysis tools

Job description

Permanent Full Time

The Underwriting Training and Development Specialist is responsible for designing, implementing, and managing underwriting training programs to enhance the knowledge, skills, and performance of underwriters. The role focuses on developing training materials, conducting workshops and training schools, ensuring compliance with underwriting policies, and fostering continuous professional development within the underwriting department.

What you will do

Training Program Development & Delivery

• Develop, implement, and manage underwriting training programs tailored to different levels of underwriters (junior, mid-level, and senior).
• Deliver training sessions through various formats, including classroom instruction, webinars, e-learning modules, and hands-on workshops.
• Create training materials such as manuals, guides, case studies, and assessments.

Underwriting Knowledge & Skills Development

• Provide specialized training on underwriting principles, risk assessment, policy guidelines, and regulatory compliance.
• Conduct technical training on underwriting software, data analysis tools, and risk evaluation models.
• Ensure that underwriters are up to date with industry trends, new regulations, and changes in company policies.

Onboarding & Continuous Education

• Lead the underwriting training for new hires to ensure a smooth transition into the role.
• Establish ongoing professional development initiatives to upskill underwriters and improve decision-making.
• Organize refresher courses, workshops, and certifications for underwriting teams.

Performance Assessment & Coaching

• Evaluate the effectiveness of training programs through assessments, feedback, and underwriting performance metrics.
• Provide coaching and mentorship to underwriters to enhance their technical and analytical skills as well as co-signing underwriter files.
• Identify knowledge gaps and tailor training solutions accordingly.

Compliance & Quality Assurance

• Ensure all underwriting training aligns with company policies, regulatory requirements, and industry best practices.
• Collaborate with compliance and risk management teams to update training content as needed.
• Promote ethical underwriting practices and adherence to risk management principles.

Collaboration & Stakeholder Engagement

• Work closely with underwriting managers, senior underwriters, and NB Ops teams to align training programs with business goals.
• Liaise with external training providers, professional bodies, and industry experts to enhance training offerings.
• Support the development of career progression pathways for underwriters within the organization.

What you will bring

Technical Skills

• Strong knowledge of underwriting principles, risk assessment, and insurance policies.
• Familiarity with underwriting systems, data analysis tools, and risk evaluation techniques.
• Understanding of regulatory requirements and industry best practices.

Training & Development Skills

• Experience in instructional design, curriculum development, and adult learning methodologies.
• Strong presentation and facilitation skills, with the ability to engage and educate diverse audiences.
• Ability to create effective training materials and e-learning content.

Other Skills

• Excellent communication and interpersonal skills.
• Strong analytical, problem-solving, and critical and creative thinking abilities.
• Ability to coach, mentor, and provide constructive feedback.
• Highly organized with strong project management skills.

Qualifications & Experience

• Bachelor's degree, or a related job experience.
• Experience in Individual Insurance Underwriting.
• Professional Insurance qualifications (e.g., FLMI, FALU etc.) .
• Minimum of 5-7 years of experience in underwriting, training, or a related role.
• Experience in developing and delivering training programs in an insurance environment.

Additional Information

• This role may require occasional travel to different office locations for training sessions.
• The candidate should have a passion for learning and development and a commitment to fostering underwriting excellence.

The base salary for this position is between $96,200 - $146,200 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We're united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We're looking for people who live our values everyday: we step up, we do the right thing, and we deliver - for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

We're committed to supporting our employees through every stage of their career. Here's what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annually towards education reimbursement.
• Health & Wellness:Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off:In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

We're committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted