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About the Role
As an Underwriting Consultant, Advanced Cases, you will play a key role in the assessment and management of complex underwriting files, providing specialized expertise to underwriting teams, advisors, and business partners while supporting profitable growth and delivering an exceptional client experience.
Responsibilities
- Assess complex life insurance, critical illness, and disability insurance applications, applying advanced medical, financial, and non-medical underwriting principles.
- Deliver high-quality underwriting decisions while maintaining service excellence and turnaround standards.
- Collaborate and negotiate with reinsurers, advisors, MGAs, and internal business partners to find optimal underwriting solutions.
- Provide consultation, support, and coaching to underwriting teams as a subject matter expert for advanced and large-case underwriting.
- Share expertise across various departments and contribute to quality assurance and continuous improvement initiatives.
- Work closely with Sales, Financial and Tax Solutions, and other internal stakeholders to support business development opportunities and large-case underwriting strategies.
- Perform preliminary assessments on complex cases and provide underwriting guidance to facilitate new business acquisition.
- Serve as a resource for challenging underwriting situations and provide recommendations on exceptional cases.
- Deliver presentations and training sessions to internal teams, MGAs, and advisors on underwriting philosophy, emerging trends, and guideline updates.
Requirements
- A university degree (Bachelor's) and/or 10 years of relevant underwriting experience, including a minimum of 5 years handling complex or advanced life and health insurance cases.
- Advanced proficiency in English, as the incumbent will be required to communicate daily with English-speaking advisors, clients, reinsurers, and business partners across Canada through emails and phone calls.
- Strong knowledge of medical, financial, and non-medical underwriting principles.
- Excellent analytical and decision-making skills.
- The ability to explain and discuss complex underwriting concepts using professional expertise.
- Strong negotiation and relationship-building skills.
- A client- and advisor-focused mindset with a commitment to continuous improvement.
- Excellent communication and presentation skills.
- Strong planning, organizational, and multitasking abilities.
Skills
- ALU designation (an asset)
- FLMI designation (an asset)
Location
- Quebec / 1080, Grande Allee West
- Montreal / 1981 McGill College Avenue
- Vancouver / 988 Broadway West
- Toronto / 26 Wellington Street East
Work Type
- Hybrid
Experience Level
- 10 years of relevant underwriting experience
- minimum of 5 years handling complex or advanced life and health insurance cases
Education Level
- University degree (Bachelor's)
Salary/Compensations
- 80,276 CAD and 140 000 CAD
Benefits
- Flexible group insurance plans
- Competitive retirement savings plan
- Employee share purchase plan
- Vacation and wellness days
- Personal development opportunities
- Telemedicine services
- Employee and family assistance program
- Ergonomic equipment program
- Performance bonus
- Discounts on iA products
About the Company
- 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.