Underwriting Analyst managing broker partnerships and service delivery to drive growth in high - net - worth insurance. Engaging in training in a hybrid model starting August 2026.
About the role
- Group Underwriting Senior Consultant responsible for the risk selection and pricing of Group Life, Disability, Health, Dental, and Critical Illness benefits plans. Collaborating with sales teams to meet profitability objectives and client needs.
Responsibilities
- Complete renewals, quotations and respond to client requests within service standards
- Nurture a strong understanding of our products and services, underwriting guidelines, systems and tools, pricing methodologies and the marketplace
- Assess risk and determine the price, financial and contractual conditions of Sun Life's Group Benefits offering for each Plan Sponsor
- Develop an understanding of the administrative, contractual, and legislative Group Benefits environment
- Build and maintain strong relationships with our salespeople, working in partnership with them to sell renewals and quotations
- Work with our salespeople to ensure a clear understanding of our clients, their needs, and their respective risk profiles
- Strive to meet client needs, including providing insight and creative solutions to help solve client issues around risk and cost of their group benefits plan
Requirements
- Minimum of 10 years of Group Underwriting experience
- Excellent numerical and analytical skills
- A thoughtful approach to decision making with an ability to apply judgement to unique situations
- A solutions mind set where you can balance the needs for profit against growth
- A curiosity about our clients and their needs where you are constantly looking for creative ways to do the best for us and them
- Ability to negotiate and make decisive timely decisions
- Ability to work effectively with Microsoft Office (proficient with Excel)
- Highly organized with excellent time management skills
- Ability to work independently while being focused on team results and spirit
- Excellent interpersonal skills and strong cross-functional team skills, including a good aptitude to share knowledge through coaching
- Ability to clearly explain your decisions, both written and verbal
- 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.
Benefits
- Comprehensive training and development programs from the start of employment
- An environment of continuous learning mixing both formal training as well as progressive independent challenges
- Career progression opportunities within Underwriting and a variety of other career paths within Sun Life
- A supportive and interactive team environment
- A comprehensive benefits package including flexible group benefits plan, retirement savings and stock purchase plans
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