Senior National Accounts Underwriting Consultant evaluating and pricing group disability and life insurance for 2,000+ lives. Requires 7+ years of experience in group underwriting and strong analytical skills.
IA
Hybrid Senior Consultant, Advanced Underwriting
Posted yesterday
About the role
- Senior Consultant working for PPI providing advanced underwriting support to advisors on complex cases. Responsible for managing underwriting processes and ensuring optimal outcomes.
Responsibilities
- Work closely with PPI advisors to provide advanced underwriting support for complex new business cases
- Proactively manage all aspects of new business cases, from preliminary underwriting files to final approval
- Respond to advisor queries regarding eligibility criteria and underwriting requirements
- Act as the initial point of underwriting expertise for submitted advanced underwriting eligible cases
- Review medical and financial requirements with thorough assessment
- Package cases to optimize underwriting decisions and ensure favorable ratings
- Maintain ongoing discussions with carrier underwriters on requirements and decision clarity
- Collaborate on strategic opportunities to achieve the best possible client outcome
- Discuss unfavorable decisions with advisors and involve the marketing team where appropriate
- Review amendments and exclusions in final decision review to ensure accurate representation of underwriting process
- Provide underwriting support for non-qualifying cases
Requirements
- Must be fluently bilingual, both oral and written, 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 understanding needs of high net worth advisors
- Considerable experience in a highly service-oriented role
- Exemplary interpersonal skills with demonstrated ability to develop and maintain relationships
- Excellent written and oral communication skills
- Proven analytical skills and problem-solving capabilities with a strong attention to detail
- Excellent organization and time management skills with proven ability to handle multiple priority tasks while meeting tight deadlines
- Initiative to be innovative and creative with developing new ideas and concepts
- Proven ability to handle confidential material with the highest level of discretion
- Advanced degree of skill with Microsoft software applications, particularly Word, Excel and Outlook, as well as Internet proficiency
Benefits
- Hybrid work environment with up to 3 days working from home per week
- Opportunities for career development and skill enhancement
- Inclusive and collaborative workplace culture
- Meaningful impact on client financial security and peace of mind
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