Senior Manager leading Medical Underwriting team at Sun Life. Overseeing operations, managing underwriters, and executing strategic initiatives.
About the role
- Surety Underwriting Trainee learning underwriting principles and standards with access to professional skills development opportunities. Analyzing applications while developing agency relationships and participating in a year-long program.
Responsibilities
- Primarily responsible for learning underwriting principles and standards in a CNA Surety branch office
- Analyzes, evaluates, and refers new and existing business to a more senior level underwriter within the branch office
- Reviews bond applications and financial documentation to determine if the applicant is an acceptable risk in accordance with company guidelines and standards
- Determines the need for additional evidence of financial standing and appropriate strategy
- Recommends risks after complete analysis and consideration of applicant documentation, business factors and competitive situations
- Prepares written communications on adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations
- Assists in marketing products and services through agencies or through the brokerage community
- Develops and maintains positive agency and/or broker relationships to ensure positive outcomes
- May travel approximately 1 to 1 ½ days a week to agent locations shadowing more senior underwriters prospecting business
Requirements
- BA/BS in Finance, Accounting, Business Administration or similar program
- Minor in Marketing or Communication Studies a plus
- Prior work or internship experience in a related discipline (finance, credit, accounting) strongly preferred
- Must possess excellent communication and analysis skills
Benefits
- comprehensive and competitive benefits package to help our employees and their family members achieve physical, financial, emotional and social wellbeing goals
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