Renewal Analyst

Sun Life

Renewal underwriting analyst optimizing group benefits renewal rates and strategies at Sun Life. Supporting Account Executives through claims analysis and underwriting collaboration.

Posted 8/21/2026full-timeWaterloo • 🇨🇦 CanadaMid-LevelSenior💰 CA$58,000 - CA$93,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Group Underwriting and Renewal Methodology, with a strong ability to analyze claim experience and develop strategic renewal positioning. Proficient in collaborating with Account Executives to optimize renewal outcomes and articulate rationale for renewal increases.

Highest-signal resume keywords

Group UnderwritingRenewal MethodologyClaim Experience AnalysisCEBS DesignationGBA Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisRenewal Strategy DevelopmentDocumentation PreparationTrend EvaluationRate Optimization

Soft Skills

Creative Problem SolvingCollaboration

Certifications & Qualifications

CEBSGBA

Industry Keywords

Group BenefitsBusiness DevelopmentAdvisor EnvironmentRenewal Positioning

About the role

Key responsibilities & impact

Review, analyze and evaluate claim experience for trends that may impact renewals and make recommendations on renewal positioning
Collaborate with underwriting to articulate rationale for renewal increases
Develop renewal strategy and supporting rationale with the Account Executive for presentation to the client
Develop renewal letters and supporting documentation for the Account Executive to present to the client
Support Account Executives on the Business Development team to maximize renewal outcomes
Optimize required rates and act as a liaison between underwriting and business development
Collect and analyze data and provide insights into claim experience
Report to the Director, Business Development
Does not directly interact with advisors or clients

Requirements

What you’ll need

3 to 5 years in a group underwriting/technical analyst role
Post-secondary education and a CEBS or GBA designation
Solid understanding of underwriting and renewal methodology, and Group Benefits products and processes
Strong knowledge of advisor environment and expectations
Ability to creatively position renewals to maximize renewal outcomes

Benefits

Comp & perks

Flexible Benefits from the day you join to meet the needs of you and your family
Pension, stock and savings programs to help build and enhance your future financial security
Hybrid work flexibility, with the choice to work from the office and virtually based on business, Client and employee needs