National Accounts Underwriting Consultant

Sun Life Financial; Portland (OR); Remote; USD 78,000 - 131,000; Full time

Job summary

Join a forward-thinking company as a National Accounts Underwriting Consultant, where your expertise will help shape the future of group insurance. This role is pivotal in evaluating and pricing risk for clients, ensuring that you apply your analytical skills to make informed decisions. You'll collaborate with a diverse team, gaining insights from experts while contributing to innovative solutions that enhance client satisfaction. With a commitment to diversity and personal growth, this position offers a vibrant work culture that empowers you to excel. If you're motivated, adaptable, and ready to make a difference, this opportunity is perfect for you.

Benefits

Generous Vacation and Sick Time

Paid Family, Parental, and Adoption Leave

Partially-Paid Sabbatical Program

Medical Plans

Company-Paid Life and AD&D Insurance

Disability Programs

401(k) Plan with Employer-Paid Match

Employer-Funded Retirement Account

Flexible Work Environment

Great Place to Work Certified

Qualifications

• 5+ years of group underwriting experience required.
• Strong analytical and negotiation skills are essential.

Responsibilities

• Evaluate, price, and propose rates for National Account clients.
• Conduct in-depth risk assessments and manage existing accounts.

Skills

Group Underwriting Experience

Analytical Skills

Negotiation Skills

Written and Verbal Communication

Interpersonal Relationships

Problem Solving

Time Management

Adaptability to Fast-Paced Environment

Education

BA/BS Degree

Tools

Microsoft Excel

Word Processing Applications

Job description

National Accounts Underwriting Consultant

Apply locations: Portland, Hartford, Connecticut, U.S. Employees (Remote), Kansas City, Missouri, Wellesley Hills, Massachusetts

Time type: Full time

Posted on: Posted 2 Days Ago

Job requisition id: JR00098826

You are as unique as your background, experience, and point of view. Here, you’ll be encouraged, empowered, and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families, and communities around the world.

Job Description:

Location: We support US flexible working arrangements in the contiguous 48 states.

At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America.

The opportunity:

This position in the National Accounts Employee Benefits Underwriting organization is responsible for all aspects of risk selection, pricing, and proposal for our Group Disability and Life insurance new business and/or renewals for 2,000+ lives. Apply standard underwriting principles and procedures to evaluate, rate, and negotiate price on new business. Apply in-depth knowledge of assigned product lines and independent decision-making within underwriting policies and procedures.

How you will contribute:

• Evaluate, price, propose rate and strategy to acquire and renew National Account clients
• In-depth risk assessment and pricing of prospective and in-force customers in conformance with underwriting guidelines and authority limits
• Provide Customer reporting and analytics
• Partner with sales, national accounts practice leader, and home office subject matter experts to develop comprehensive pricing and solutions for our customers
• Recommend changes in policies and procedures to be more responsive to the emerging client and market needs
• Proactively manage in-force block of business to maintain profit and persistency expectations
• Mentoring and underwriter development

What you will bring with you:

• Ability to work with a diverse group of people.
• BA/BS degree preferred
• Require a minimum of 5+ years of group underwriting experience
• Highly skilled in both written and verbal communications, organization, time/work management, establishing interpersonal relationships, and problem solving
• Ability to work in a fast-paced environment and flex to changing demands including system and process changes
• Motivated, positive, team player
• Proficient PC skills, including Excel skills, and word processing applications
• The position requires strong analytical and negotiation skills, as well as an in-depth understanding of industry contractual language and provisions
• Candidates should possess a high level, technical understanding of underwriting principles and theory

Do you see yourself in this role even if you haven’t checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you.

Life is brighter when you work at Sun Life

• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical, and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company-paid life and AD&D insurance as well as disability programs and more
• Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
• A flexible work environment with a friendly, caring, collaborative, and inclusive culture
• Great Place to Work Certified in Canada and the U.S.
• Named as a “Top 10” employer by the Boston Globe's “Top Places to Work” two years running

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

If you are a California resident, the salary range for this position is:

• Southern region: $82,300 - $123,500 annually
• Central region: $86,800 - $130,200 annually
• Northern region: $92,700 - $139,100 annually

If you are a Minnesota, Colorado, or Nevada resident, the salary range for this position is $78,600 - $117,900 annually.

If you are a Connecticut or Maryland resident, the salary range for this position is $82,300 - $123,500 annually.

If you are a New York resident, the salary range for this position is $92,700 - $139,100 annually.

If you are a Washington or Rhode Island resident, the salary range for this position is $86,800 - $130,200 annually.

We consider various factors in determining actual pay including your skills, qualifications, and experience. In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.

Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter - for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

#LI-remote

Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email [e-mail] to request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

Job Category: Underwriting - Group

Posting End Date: 27/02/2025