Sun Life

Bilingual Underwriting Consultant

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Waterloo • 🇨🇦 Canada

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Job Level

Mid-LevelSenior

About the role

  • Analyze medical, personal and financial information to evaluate eligibility for applications submitted for Life and Critical Illness Insurance products
  • Assess and classify risk
  • Gather additional information, obtain medical tests or refer cases as required
  • Approve cases within authority limit
  • Submit cases exceeding limits to be co-signed
  • Where decisions are unfavourable for the client, try to negotiate a better decision from our reinsurers, in accordance with reinsurance treaties and internal rules
  • Liaise with business leaders and advisors delivering exceptional service and expertise
  • Communicate and explain decisions effectively to financial security advisors and/or client’s physician as required
  • Respond to inquiries from financial advisors and general agents without revealing confidential content
  • Maintain medical knowledge and stay current on underwriting approaches

Requirements

  • Minimum 3 years of experience as an Individual Life Underwriter
  • Existing Life and Critical Illness signing authorities
  • Analytical, judgement, problem-solving and decision-making skills
  • Knowledge of medicine and risk factors
  • Service-oriented attitude with interpersonal skills to work collaboratively with our internal and external partners
  • Proven ability to meet tight deadline, work under pressure prioritizing multiple tasks
  • 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
  • Bilingualism (French, English; both oral and written) is required for the frequent interactions with English- and French-speaking colleagues or internal partners across Canada and worldwide; the position reports to a unilingual English-speaking manager outside Quebec.
Benefits
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • Pension Plan participation starts immediately, and you are automatically enrolled
  • Stock Ownership Program gives you the chance to invest in Sun Life and get a company match
  • Pay for performance reward
  • Paid vacation based on experience, 5 Care Days available for self-care or care of others (i.e., family or others you may support) and 10 Sick Days to support your well-being
  • Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years
  • Investment in not-for-profit organizations that are important to you

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Individual Life UnderwritingRisk AssessmentDecision MakingAnalytical SkillsJudgementProblem SolvingMedical KnowledgeRisk FactorsNegotiationUnderwriting Approaches
Soft skills
Interpersonal SkillsService-oriented AttitudeCollaborationCommunicationAbility to Work Under PressureTime ManagementPrioritizationAdaptabilityClient ServiceTeamwork
Certifications
ALU CertificateFellow, Academy of Life Underwriting (FALU)Fellow, Life Management Institute (FLMI)