Group Benefits Underwriting Lead
2 weeks ago
We're a National Third-Party Administrator/Payor (TPA/TPP), with offices located in Kelowna BC & The Waterloo Region. Simply Benefits is improving the health benefits experience for employers, insurers and, well, everybody Our team leverages digital-focused strategies to provide members with fast, easy and thoughtful benefits experiences. To put it simply, we provide group benefits plans, but we're a technology company first. Our team embraces autonomy, complexity and a connection between effort and reward as three qualities that foster a truly satisfying career and strive to separate ourselves from the corporate herd.
Who you are
A positive and results-driven individual who excels at providing superior client service and support. If you are interested in making insurance your career path, this is the perfect opportunity for growth: from providing benefit solutions and helping to retain existing clients to developing pricing strategies for renewals and new product introductions. This role is as creative as it is logical, so we're looking for a unique individual who truly understands the importance of the art of underwriting.
What you'll do
- Revisiting internal processes for both quotes and renewals to drive continuous improvement and efficiency
- Taking a coaching approach with the existing team of Underwriting staff to roll out new processes, tools and efficiencies
- Monitoring daily workflow to ensure timelines are met for quotes and renewal negotiations
- Analyzing the current workflows and identifying opportunities to align certain team members with specific functions (recognizing strengths and weaknesses of the team and coaching for improvements)
- Become the day-to-day support and training resource for the existing team, supported by President and C.O.O
- Improve communication among the team by having a daily huddle and a weekly meeting to flush out concerns/errors/kudos
- Preparing quotes for new business
- Preparing and negotiating renewals for existing groups
- Establishing and maintaining a rapport with Group Insurance partners
- Overseeing the delivery of new business reports to each insurance partner at time of new group implementation
- Overseeing the delivery of amendment documentation to group insurance partners
- Additional duties as required
What you need
- Strong mathematical ability
- Good verbal and written communication skills as well as negotiation skills
- Good organizational and time management abilities
- Knowledge of underwriting in the Group Benefits line of business
- Understanding of group life and health insurance concepts and product offerings
- Awareness of the group benefit insurance industry and key competitors
- Ability to look at things from a strategic and tactical perspective
- Deductive reasoning, problem solving ability and flexibility of decision making
- Good interpersonal skills
- Enthusiasm with an interest in working in a changing environment
- Have obtained or are working towards completing the Certified Employee Benefit Specialist (CEBS) or the Group Insurance Certificate Program (Advocis)
- A strong business development mindset with a focus on sustainable growth
What we can offer
- Hybrid work environment
- Dental care
- Employee Assistance Program
- Extended Health Care
- Paid time off
- Wellness program
Schedule:
Monday to Friday
Hybrid work schedule (Days in office to be confirmed)
Mid-Senior level
Employment typeFull-time
Job functionFinance and Sales
IndustriesInsurance
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