Support Analyst, Group Underwriting

5 months ago

Vancouver, Canada iA Groupe financier iA Financial Group Full time

Are you looking for a role where you will have the chance to work with complex group insurance plans? We are looking for a highly skilled and organized Support Analyst to join our close knit team. In this role you will get to work with complex Group Insurance plans, typically with non-standard Group benefits, often requiring customization.

In this role you will be responsible for providing support for five distinct areas of work including:

- Special Projects Support
- Group Underwriting (New Business Quotations & Renewals) Support
- New Business Implementation Support
- Ongoing Contract Administration Support
- Marketing Support.

**What Will I be Responsible For**:
**Coordination & Special Projects (10-20%)**
- Assist in various special projects as required. E.g. Gather and summarize various premium and insured statistics for specialized Policyholder reporting.

**Group Underwriting Support (30-35%)**
- Routine new business
- Support with the preparation and issuing of new business proposals, in accordance with the requested external deadline and within the Solutions turn-around commitment. Proposals are to incorporate applicable product features, premium rates, marketing plans and administration requirements, using applicable proposal templates as a starting point.
- Non-routine new business
- Support procedures and processes regarding in-depth analysis of current insurance coverage held by the prospective client and prepare a report comparing competitor insurance benefits and policy terms to those offered by Solutions, and then make recommendations on take-over conditions for review.
- Proposals are to incorporate applicable product features, premium rates, marketing plans and administration requirements, using applicable proposal templates as a starting point, but customized to suit the specifics of the non-routine request.
- Ensure that the detailed questionnaires are accurately completed
- Renewals
- Support team with non-complex processing basic standard annual renewal of in-force business.

**New Business Implementation (25-30%)**
- Non-complex contracts
- Create and issue new group policy contracts for non-complex HQ-administered business using approved contract templates as a starting point.
- Complex contracts
- Support work in the creation and issuance of new group policy contracts for complex HQ-administered business. You will initiate drafts, incorporating policy specific variations in product features and administration arrangements, using approved contract templates as a starting point, for review.
- Marketing
- Collaborate with various parties to ensure all necessary Marketing pieces are available when needed. This may include participation in the creation and/or review of policy specific marketing pieces, especially for Voluntary benefits with enrolment campaigns.
- CLASS Set Up
- Set-up of newly placed business on the CLASS mainframe system with 100% accuracy within specified timelines.
- Analyzing, correcting and modifying any data provided by the client which is to be used during the CLASS set-up.
- IBS/Booklet wording:

- Assist in the creation and maintenance of policy specific Insurance Benefits Summaries (IBS) and Insurance Booklets, as applicable, utilizing templates developed by the Group Contract Specialists, ensuring plain language while accurately reflecting the contract wording and intent.
- Implementation Meetings
- Attend and initiate new business implementation meetings as needed.
- Communicating with various departments and teams to obtain required documents and information.
- Identify and communicate any questions or missing information, along with confirmation of timelines set out by the client and the relevant Account Executive.

**Ongoing Contract Administration (10-15%)**
- Amendments
- Support and assist as needed in the creation and issuance of Amendments to existing group policy contracts, incorporating policy specific or product feature changes, or other changes initiated by iA, the policyholder or industry legislation, using templates created by the Group Contract Specialists where possible.
- Provide a high level of quality/accuracy when making changes to existing benefits, eligibility, contact information, etc.
- Other
- Create, issue and maintain non-complex group policy contracts utilizing existing templates

**Marketing Support (5%)**
- Ensure Marketing material complies with policy-specific contract provisions, administration and underwriting requirements, company guidelines and applicable legislation.
- Collaborate on the development of new insurance products, or amendment of existing products.

**What Do I Need to Be Successful**:

- University degree or diploma PLUS two years of Group Insurance work experience In the absence of a university degree, four to five years of Group Insurance work experience
- Strong organizational skills
- Proven ability to multi-task and manage a high volume of complex, diverse functions, meet deadlines and work independent

  • Contract Analyst

    1 month ago

    Vancouver, Canada iA Groupe financier iA Financial Group Full time

    Sector: Special Market Solutions/ Group Insurance /_ Working form home /_Canada/Permanent/Working_ Language/Bilingual French/English is a requirement_ Reporting to the Manager, Group Underwriting & Contracts Administration, the **Group Underwriting & Contract Analyst** is responsible for five distinct areas of work for the Special Markets Solutions...

  • Contract Analyst

    4 weeks ago

    Vancouver, Canada IA Financial Group Full time

    Description Sector: Special Market Solutions/ Group Insurance / Working form home / Language/Bilingual French/English is a requirement Reporting to the Manager, Group Underwriting & Contracts Administration, the Group Underwriting & Contract Analyst is responsible for five distinct areas of work for the Special Markets Solutions division. The ...

  • Underwriter

    6 months ago

    Vancouver, Canada Stratford Underwriting Agency Inc. Full time

    Stratford Underwriting Agency is a Managing General Agency servicing BC residents to meet their insurance needs. Our team of value driven insurance professionals takes pride in their commitment to doing what is right for our business partners, customers, colleagues and community. Explore the opportunities below and start an exciting career that brings...

  • Underwriter, Automobile

    5 months ago

    Vancouver, Canada Stratford Underwriting Agency Full time

    Education: No degree, certificate or diploma - Experience: 7 months to less than 1 year **Tasks**: - Ensure compliance with government regulations - Provide recommendations on individual or group insurance plan designs - Provide underwriting advice - Prepare underwriting reports **Personal suitability**: - Efficient interpersonal skills - Excellent oral...

  • Automotive Finance Group Specialist

    1 month ago

    Vancouver, British Columbia, Canada CWB Financial Group Full time

    About the RoleCWB Financial Group is seeking a highly skilled and experienced professional to join our Automotive Finance Group as a Specialist. As a key member of our team, you will be responsible for providing credit structuring, credit underwriting, risk management, and client-facing support for a portfolio of automotive clients.Key...

  • Analyst, Group Benefits

    5 months ago

    Vancouver, Canada Waypoint Insurance Full time

    Position Summary Reporting to the Senior Consultant, Group Benefits, the Analyst partners with our Consultants for the complete employee benefits cycle, including plan design, benchmarking, market surveys, experience monitoring and renewal rating. This role also assists our Dehoney Administrative Services (DAS) Team with the preparation of total...

  • Production Underwriter

    6 months ago

    Vancouver, Canada H.W. Kaufman Group Full time

    Responsibilities The Opportunity: We are looking for a driven, results-oriented, team player to join us. This is a great opportunity to work alongside industry experts, develop client relationships, work as part of a dynamic and successful team and grow a book of business to support our ambitious growth goals as a Production Underwriter. This...

  • Commercial Lines Underwriter

    1 month ago

    Vancouver, British Columbia, Canada Specialty Program Group Full time

    About Specialty Program GroupWe are a fast-paced Insurance Managing General Agency (MGA) that provides innovative underwriting solutions for our network of brokers across Canada. Our success has been based upon our leadership, integrity, innovation, and service. We love to grow and develop our people so as they move into Intermediate and Senior roles. We are...

  • Underwriting Assistant

    6 months ago

    Vancouver, Canada Specialty Program Group Canada Full time

    **INTRODUCTION** Specialty Program Group Canada is a fast-paced Insurance Managing General Agency (MGA) that provides innovative underwriting solutions for our network of brokers across Canada. Our success has been based upon our leadership, integrity, innovation, and service. Our Cansure brand is seeking an Underwriting Assistant to join our growing team...

  • Insurance Underwriter

    1 month ago

    Vancouver, British Columbia, Canada Specialty Program Group Full time

    About Specialty Program GroupSpecialty Program Group Canada is a leading Insurance Managing General Agency (MGA) that provides innovative underwriting solutions for brokers across Canada. Our success is built on leadership, integrity, innovation, and service. We are seeking an experienced Intermediate Underwriter to join our growing team in Atlantic...

  • Insurance Underwriting Specialist

    19 hours ago

    Vancouver, British Columbia, Canada The Mirillion Group Full time

    We are seeking a skilled Insurance Underwriting Specialist to join The Mirillion Group in Vancouver. As an experienced Personal Lines underwriter, you will play a critical role in assessing and underwriting insurance risks for our clients.About the RoleAs an Insurance Underwriting Specialist, your primary responsibility will be to evaluate and underwrite...

  • Commercial Underwriter

    4 weeks ago

    Vancouver, British Columbia, Canada Specialty Program Group Full time

    About Specialty Program GroupSpecialty Program Group Canada is a leading Insurance Managing General Agency (MGA) that provides innovative underwriting solutions for our network of brokers across Canada. Our success has been based upon our leadership, integrity, innovation, and service.i3 Underwriting OpportunityWe are seeking a Junior Underwriter to join our...

  • Senior Insurance Risk Analyst

    1 week ago

    Vancouver, British Columbia, Canada The Mirillion Group Full time

    About The Mirillion GroupThe Mirillion Group is a reputable player in the Insurance Market, based in Vancouver.Job SummaryWe are seeking a seasoned Senior Insurance Risk Analyst to join our team. As an experienced professional in Personal Lines underwriting, you will be responsible for assessing and managing personal lines insurance risks.Key...

  • Account Specialist, Automotive Finance Group

    3 months ago

    Vancouver, Canada CWB Financial Group Full time

    At , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Roles Specifications Everyday flexibility. Hybrid...

  • Expert Commercial Underwriter

    1 week ago

    Vancouver, British Columbia, Canada Specialty Program Group Full time

    About Our Role:We are seeking a skilled Commercial Underwriter to join our team at Specialty Program Group, a fast-paced Insurance Managing General Agency (MGA) that provides innovative underwriting solutions for our network of brokers across Canada.As a Junior Underwriter for Commercial Lines, you will analyze the acceptability of business opportunities...

  • Commercial Insurance Underwriter

    4 weeks ago

    Vancouver, British Columbia, Canada H.W. Kaufman Group Full time

    ResponsibilitiesThe Opportunity:We are seeking a driven and results-oriented Underwriter to join our Vancouver-based Commercial Property & Casualty team. This role offers a great opportunity to work alongside industry experts, develop client relationships, and grow a book of business to support our ambitious growth goals.Sales: Strategic Business Development...

  • Benefits Analyst

    1 month ago

    Vancouver, Canada People Corporation Full time

    We are seeking a Benefits Analyst to join our team in Vancouver. The Benefits Analyst will provide group benefits consulting support, including design and financial management for clients and prospects. The Benefits Analyst will work closely with internal consulting teams, interface with vendors, support client deliverables, and ensure quality standards are...

  • Residential Mortgage Underwriter

    2 months ago

    Vancouver, Canada Questrade Financial Group Full time

    Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...

  • Underwriting Assistant- Personal Line

    5 months ago

    Vancouver, Canada Specialty Program Group Canada Full time

    **INTRODUCTION** Specialty Program Group Canada is a fast-paced Insurance Managing General Agency (MGA) that provides innovative underwriting solutions for our network of brokers across Canada. Our success has been based upon our leadership, integrity, innovation, and service. Our Cansure brand is seeking an Underwriting Assistant to join our growing team...

  • Underwriting Assistant

    2 months ago

    Vancouver, Canada REVAU Full time

    **Summary** Reporting to the Team Leader - Underwriting Support, the Underwriting Assistant's main tasks will be to handle endorsements and to provide clerical support to underwriters in Canada (except Quebec). **Main Responsibilities** Processing endorsements and cancellations - At the Underwriter's request - Process and finalize endorsements - Process...