Bilingual Senior Underwriting Consultant, High Net Worth

job
  • Sun Life
Job Summary
Location
Calgary ,AB
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
23 Nov 2024
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Job Description
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Location : hybrid, work from home
Sun Life’s High Net Worth Team creates a remarkable new business experience through an unparalleled proactive and responsive process that supports both the advisor and their client throughout the entire acquisition process, that is complimented by immediate inforce support through dedicated point(s) of contact. With the ability to work from home, an amazing collaborative client-centric team, Sun Life’s High Net Worth Team may be the place for you.
What will you do?
Use effective teaching style for training and mentoring senior Underwriting resource 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
What do you need to succeed?
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.
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
Reasons why should you join us under the sun
A caring, supportive, and inclusive culture
Supportive leadership who’s focused on your success and well-being
Continuous improvements that focus on enhancing your work and our clients’ experience
Sustainability commitments to create a cleaner, more inclusive and sustainable future for our communities
The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
78,000/78 000 - 128,000/128 000
Job Category:
Underwriting - Individual
Posting End Date:
21/10/2024
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