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About the Role

The Senior Consultant, Advanced Underwriting, works closely with PPI advisors in providing an advanced level of underwriting support in managing complex PPI qualifying new business cases. The Senior Consultant is responsible for proactively managing all aspects of new business cases including preliminary advanced underwriting files, new applications to the point of final underwriting approval, as well as any underwriting-related policy changes. The Senior Consultant is a unique and valued intermediary that represents the interests of PPI advisors and PPI carriers.

Responsibilities

Respond to queries from advisors and marketing staff regarding eligibility criteria, underwriting requirements, etc., providing consultation options and recommendations that address the needs of the client.
Act as the initial point of underwriting expertise offered to advisors on submitted and preliminary Advanced Underwriting eligible cases and maintain overall responsibility for ongoing collaboration and communication with the advisor and insurance carrier, ensuring pre-established turnaround timelines are met and related confirmation communication sent.
Review all medical and/or financial requirements received with preliminary assessment, new applications or rating reviews.
Package cases to optimize underwriting decisions and ensure favorable ratings while anticipating and addressing problems proactively.
Maintain ongoing discussions with carrier underwriters on subsequent requirements and ensure any substandard or declined decisions are clearly understood.
Collaborate on any strategic opportunities to help achieve the best possible client outcome.
Discuss unfavourable decisions and any reconsideration criteria directly with advisors to ensure a strong understanding of the decision, involving the marketing team where appropriate.
Review any amendments and/or exclusions as part of the final decision review to ensure they appropriately reflect information developed throughout the underwriting process.
Work closely with the Advanced Underwriting Administrative Specialist to ensure that all case status information, actions and activities are entered in WealthServ and confidential underwriting information is uploaded to the Underwriting repository.
Provide underwriting support for non-qualifying cases by responding to preliminary inquiries for underwriting opinions, as well as requests for assistance regarding substandard or declined mass market cases.
Consult with the Vice-President and/or Director of Advanced Underwriting, and insurance carrier underwriters as required on any complex cases or preliminary assessments which require exceptions to stated limitations.
Work closely with Marketing Resources counterparts to manage and share applicable case information through WealthServ and other formats on an on-going basis to ensure all parties have access to relevant information databases and are well-informed of identified cases and specific underwriting initiatives.
Act as a strategic marketing agent by providing content for Advanced Underwriting initiatives on qualifying cases, including marketing presentations and underwriting training initiatives offered to advisors and their administrative staff.
Take on or provide assistance with other projects or tasks as necessary and as directed by the Vice-President and/or Director, Advanced Underwriting.

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 working closely with, and understanding the needs of, advisors who operate in the high net worth market.
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.
Demonstrated maturity and ability to respond appropriately in stressful situations.
Advanced degree of skill with Microsoft software applications, in particular Word, Excel and Outlook, as well as Internet proficiency.

Skills

Advanced underwriting support
Managing complex new business cases
Preliminary advanced underwriting
New applications to final underwriting approval
Underwriting-related policy changes
Intermediary representation
Consultation
Collaboration
Communication
Medical and financial requirements review
Case packaging
Problem anticipation and proactivity
Strategic opportunity collaboration
Decision discussion and reconsideration criteria
Amendment and exclusion review
Case status information entry
Confidential underwriting information management
Underwriting opinion provision
Substandard or declined mass market case assistance
Complex case consultation
Exception handling
Information sharing
Marketing presentation content creation
Underwriting training initiative content creation
Project assistance

Location

Québec / 6700, boulevard Pierre-Bertrand
Montreal / 2000 McGill College Avenue
North York / 2235 Sheppard Avenue E
Vancouver / 505 Burrard Street
Winnipeg / 360 Main Street
Edmonton, 5241 Calgary Trail NW

Work Type

Hybrid
Working from home up to 3 days per week

Experience Level

Senior
Minimum of 5-10 years’ experience in an underwriting environment

Education Level

Undergraduate degree in a business-related program preferred
Industry designation(s) (AALU, FALU) preferred

Salary/Compensations

Starts at $130,000, commensurate with experience and skill set.

Benefits

Flexibility of a hybrid work environment

About the Company

PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies.
From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help advisors elevate and grow their business with a socially responsible mindset.
At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses.
When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives.
You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact.
Our people drive our progress through innovative ideas and a commitment to excellence.
We work hard and always ensure we have fun along the way.
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees.
Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States.
The secret to our success? Investing in you, one person at a time.
For over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.

Equal Opportunity

At iA Financial Group, we support and celebrate diversity.
We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.