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Senior Consultant, Advanced Underwriting
iA Financial Group (Industrial Alliance)Senior Consultant providing advanced underwriting support for complex business cases at PPI. Collaborating with advisors to ensure timely and effective underwriting solutions.
About the role
Key responsibilities & impact- Provide advanced level of underwriting support for complex cases
- Manage all aspects of new business cases from initial assessment to final approval
- Collaborate with advisors and insurance carriers to ensure timely processing
- Review medical and financial requirements and package cases for optimal decisions
- Discuss decisions with advisors to ensure understanding
Requirements
What you’ll need- Fluently bilingual in French and English
- Undergraduate degree in a business-related program preferred
- Minimum of 5-10 years’ experience in an underwriting environment
- Industry designation(s) (AALU, FALU) preferred
- Experience working with high net worth market
- Considerable experience in a service-oriented role
- Proven analytical skills and problem-solving capabilities
Benefits
Comp & perks- Flexible work arrangements
- Opportunities to learn and develop your skills
- People-focused and collaborative culture
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
underwritingcase managementmedical requirements reviewfinancial requirements reviewanalytical skillsproblem-solving
Soft Skills
collaborationcommunicationservice-oriented
Certifications
AALUFALU