Director, Advanced Underwriting

1 month ago

Montréal QC HT B, Canada Sun Life Full time

Vous êtes unique, comme le sont votre parcours, votre expérience et votre façon de voir les choses. Ici, on vous encourage et on vous motive à donner le meilleur de vous-même, et on vous donne les moyens de le faire. Vous travaillerez avec des collègues dynamiques - experts dans leur domaine - qui sont impatients de partager leurs connaissances avec vous. Vous aurez des gestionnaires inspirants qui vous aideront à développer votre potentiel et à atteindre de nouveaux sommets. Chaque jour, vous aurez de nouvelles occasions de rendre la vie de nos Clients plus radieuse - ils sont au cœur de tout ce que nous faisons. Découvrez comment vous pouvez faire une différence dans la vie des gens, des familles, des collectivités - ici et partout dans le monde.

**Description de poste**:
**Location**: hybrid, work from home

Are you a passionate experienced Underwriter who loves to deliver clients, advisors, and partners with exceptional service on their largest cases? Are you looking for an opportunity where you can expand your growth in the high-net-worth marketplace with a team that supports each other, shares their knowledge, and encourages a high-performance continuous improvement environment where you will be motivated to bring your best every day?

Sun Life’s High Net Worth Team creates a remarkable new business experience through an unparalleled proactive and responsive process that supports both the advisor and their client throughout the entire acquisition process. We have specialized HNW Case managers who partner with the HNW Underwriters to deliver this exceptional experience. You have the flexibility to choose a workstyle that works best for you, whether it’s in the office, virtually or a mixture of both. You can balance both work and personal priorities while meeting Client & Business needs.

We are looking for Directors of HNW Advanced Underwriting to join our amazing collaborative client-centric High Net Worth Team. These production roles require extensive experience in both medical and financial risk selection, and experience in working with management, product and the reinsures in coming up with positive solutions for challenging files. A commitment to client first, proactive communication and partnership with our advisors and distribution team are critical aspects to this role.


**What will you do?**
- Negotiate internal decisions with our reinsurers, in accordance with reinsurance treaties and internal rules
- Effectively communicate and explain decisions to advisors and/or client’s physician as required leveraging our Client for Life Principles
- Build strong relationships with business leaders, distribution teams and advisors delivering exceptional service and expertise
- Focus on continuous improvement. Identify areas of opportunities and bring forward recommendations for solution.
- Contribute to a positive environment through teamwork, and a spirit of innovation, and professional development
- Attend and contribute to regular HNW case reviews where the team shares their knowledge and opinions with an outcome of helping each other to develop and learn
- Mentor and grow staff to the next levels of their careers

**What do you need to succeed?**
- Decision Making Authority >$10,000,000 + for Life, $1,000,000 of Critical Illness
- Exceptional analytical, judgement, problem-solving and decision-making skills
- Client and results focus, pro-active service orientation to support our business goals
- Strong knowledge of medical and financial risk factors
- The ability to work in a fast-paced environment, meet tight deadlines and balance completing priorities
- Strong interpersonal skills to work collaboratively with our internal and external partners
- 10-15 years’ experience as an Individual Life Underwriter
- Bachelor's degree or equivalent
- Specialized training: ALU certificate and commitment to ongoing education with a goal of attaining the Fellow, Academy of Life Underwriting (FALU) and Fellow, Life Management Institute (FLMI) designations
- As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required **for Quebec only** for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide and the position reports to a unilingual English-speaking manager outside Quebec

**Other Details**

Some travel and representation at industry and sales events

**Reasons why should you join us under the sun**
- A caring, supportive, and inclusive culture
- Supportive leadership who’s focused on your success and well-being
- Continuous improvements that focus on enhancing your work and our clients’ experience #makeadifference
- Sustainability commitments to create a cleaner, more inclusive and sustainable future for our communities

We also offer a number of programs and offerings to help our Employees achieve lifetime financial security and live healthier lives, so

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