Underwriting Training and Development Specialist

Socket.dev; Winnipeg; Hybrid; CAD 96,000 - 146,000; Full time

Benefits offered by this job

Education reimbursement up to $2,000

Health & dental benefits

Mental health benefit $5,000

Volunteer day

Pension plan

Employee discounts

Job summary

Canada Life in Winnipeg is seeking an Underwriting Training and Development Specialist to design, implement, and manage underwriting training programs that enhance knowledge, skills, and performance across levels of underwriters. You will build materials, run workshops, and ensure adherence to policies while promoting ongoing professional growth.

You will lead development and delivery of training, collaborate with underwriting managers and NB Ops, coach staff, and measure program effectiveness.

Qualifications

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

Responsibilities

• Develop, implement, and manage underwriting training programs for junior to senior underwriters.
• Deliver sessions via classroom, webinars, e-learning, and workshops.
• Create training materials such as manuals and assessments.
• Provide specialized training on underwriting principles, risk assessment, and policy guidelines.
• Conduct technical training on underwriting software and data analysis tools.
• Lead onboarding and continuous professional development initiatives.
• Coach and mentor underwriters and co-sign files as needed.
• Ensure training aligns with compliance and regulatory requirements.
• Collaborate with underwriting managers and NB Ops to align programs with business goals.

Skills

Underwriting principles

Risk assessment

Insurance policies

Regulatory compliance

Underwriting software

Data analysis tools

Risk evaluation techniques

Regulatory requirements

Education

Bachelor's degree or related job experience

Professional Insurance qualifications (e.g., FLMI, FALU)

Tools

Underwriting software

Data analysis tools

Risk evaluation models

Job description

Permanent Full Time

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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.

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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’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand 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 annuallytowardseducation 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 andpersonal days,we support communityinvolvement with avolunteer day.

• Financial Security:Company-matching pension plan,share ownership program andadditionalinvestment options.

• Rewards and Recognition:Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

Learn moreabout Canada Life.

We’recommitted 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 handledin accordance withapplicable laws and Canada Life policies.

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

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