Bilingual Senior Underwriter

Staffinity Inc; United States; Remote; USD 95,000 - 105,000; Full time

Benefits offered by this job

Health, dental, vision

RRSP matching

4 weeks vacation

10 paid wellness days

Study days with tuition reimbursement

Remote work options

Job summary

Staffinity is seeking a Bilingual Senior Underwriter in the United States. This permanent role serves as a high-level intermediary between advisors and insurance carriers, handling complex new business cases and preliminary assessments in a fast-paced environment.

The position requires 5–10 years of underwriting experience, fluency in English and French, and industry credentials such as AALU or FALU. A flexible, remote-friendly setup is offered along with a 35-hour work week, generous vacation,

Qualifications

• Fluency in English and French for interpreting complex data.
• 5–10 years of underwriting experience in high-net-worth markets.
• Industry credentials (AALU or FALU) preferred.
• Strong analytical and communication abilities.

Responsibilities

• Provide advanced underwriting expertise to advisors on eligibility and requirements.
• Manage full lifecycle of complex cases with timely Turnarounds.
• Analyze medical and financial data to package cases for carriers.
• Negotiate with advisors and carriers to optimize outcomes.
• Audit amendments and exclusions to reflect underwriting findings.
• Develop content for training and marketing materials.

Skills

Bilingual English/French

Analytical skills

Communication

Education

Bachelor's degree in business or related field

Job description

Category: Insurance Location:

Why Work With Us? Competitive Compensation: Base salary of $95,000–$105,000 based on experience. Work-Life Balance: 35-hour work week (Monday–Friday) with 4 weeks of vacation and 10 paid professional wellness days . Benefits & Perks: Comprehensive benefits package (health, dental, eye, and paramedic), 2–7% RRSP matching, and 5 paid study days per year with potential tuition reimbursement. Flexibility: Fully remote options available for candidates located in markets without a physical office presence.

The Role

Staffinity is currently seeking a Bilingual Senior Underwriter. This is a permanent position. The successful candidate will act as a high-level intermediary between advisors and insurance carriers, managing complex new business cases and preliminary assessments. This role is designed for a technical expert who enjoys the strategy of underwriting without the typical high-stress audit environments of larger carriers.

Responsibilities

• Expert Consultation: Provide advanced underwriting expertise to advisors regarding eligibility criteria and requirements, offering strategic recommendations to meet client needs.
• Case Management: Oversee the full lifecycle of complex cases, ensuring pre-established turnaround timelines are met and maintaining consistent communication with all stakeholders.
• Technical Review: Analyze medical and financial requirements (including APS reports, expert interviews, and vitals) to package cases for optimal carrier decisions.
• Strategic Negotiation: Discuss unfavorable decisions or reconsideration criteria directly with advisors and carriers to achieve the best possible outcomes for high-net-worth clients.
• Decision Review: Audit amendments and exclusions to ensure they accurately reflect the information developed during the underwriting process.
• Knowledge Leadership: Act as a strategic agent by providing content for training initiatives and marketing presentations offered to advisors and administrative staff.

Qualifications

• Bilingualism: Fluency in both written and spoken English and French is mandatory for interpreting complex medical/financial data and consulting with advisors.
• Experience: 5–10 years of experience in a dedicated underwriting environment, specifically dealing with high-net-worth markets.
• Professional Credentials: Industry-recognized designations (such as AALU or FALU) are strongly preferred.
• Analytical Skills: Proven ability to solve complex problems with a strong attention to detail and a focus on favorable risk outcomes.
• Communication: Exemplary interpersonal skills with the ability to maintain relationships in stressful, high-stakes situations.
• Education: Undergraduate degree in business or a related field is preferred.

Details Originally posted on Himalayas