High Net Worth Underwriting Expert
2 weeks ago
At Sun Life Financial, we are seeking an experienced and skilled Bilingual Senior Underwriting Consultant to join our team. As a key player in our High Net Worth business, you will have the opportunity to work with dynamic colleagues and leaders who are dedicated to your success and well-being.
What We Offer:
- A caring and supportive culture that values diversity and inclusion
- A comprehensive benefits package that includes flexible benefits, pension plan participation, stock ownership program, pay for performance reward, paid vacation, care days, sick days, and sabbatical program
- The chance to make a meaningful impact on the lives of individuals, families, and communities around the world
Your Role:
- Use effective teaching style for training and mentoring senior underwriting resources on financial and reinsurance aspects of high net worth business
- Complete risk assessment on larger and more complex cases with higher premium and face amounts (between $5,000,000 and $10,000,000) with ability to decline unacceptable risks
- Complete classification for life and critical illness, making effective use of full signing authority
- Apply holistic underwriting expertise in all areas of underwriting including medical, financial, and lifestyle factors to make sound and competitive underwriting decisions
- Perform referrals with the aim of mentoring senior underwriters
- Provide full explanations for our rationale on all decisions and inquiries
- Be called upon to meet with advisors and firms, and deliver presentations that support SLF underwriting philosophies
- Take leadership role in identifying areas of challenge and bringing forward well thought out recommendations for solutions through our Brighter Way program
- Be client and results focus, using a pro-active service orientation
- Have the commitment to support our distribution partners
Your Skills and Qualifications:
- Bilingualism (French, English, both oral and written) is required for frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide
- Must have excellent technical underwriting skills with a minimum of 7 to 10 years underwriting experience
- Must make appropriate risk assessment decisions on applications in accordance with SLF underwriting guidelines and within signing authority
- AALU designation and working towards the FALU designation
- Demonstrate visible and positive leadership that actively supports change
- Act as a change agent and help others adapt
- Exceptional reinsurance negotiating skills
- Empathy and practice principles of finesse to promote positive interactions
- Demonstrated awareness of trends and changes in medicine, and initiative to bring forward recommendations to operational teams and development and governance as needed
- Excel at building partnerships with advisors and wholesalers
Why Choose Us?
- We are committed to creating a cleaner, more inclusive, and sustainable future for our communities
- We offer continuous improvements that focus on enhancing your work and our clients' experience
- We strive to create a flexible work environment where our employees are empowered to do their best work
Salary Range: $78,000 - $128,000 per year
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