Bilingual Director, Advanced Underwriting - Mentorship

Sun Life•Waterloo, ON

1d•CA$110,000 - CA$180,000•Hybrid

About The Position

As a Director, Advanced Underwriting - Mentorship, you’ll be joining one of Canada’s top insurers. We’re known for not only our strength in the market, but our commitment to our people. Underwriting goes beyond risk assessments here. We’re focused on making thoughtful, well-informed decisions that provide financial security to Canadians and their loved ones. By joining Sun Life, you become part of a high-performing team, led by passionate professionals with extensive experience in the field, industry knowledge, and a passion for mentorship. Our continuous learning pathways and skills development opportunities ensure endless growth for you as you advance in your career. This role will be reporting to our Chief Underwriter and Claims Risk Officer. We’re looking for an experienced underwriter with a passion for mentoring others and expertise in ultra-high net worth cases (>$25M). You’ll partner with specialized case managers, advisors, reinsurance partners, and business leaders to assess medical, personal, and financial risk up to $200 million. A commitment to Client-first, proactive communication and partnership with our advisors and distribution team are critical aspects to this role.

Requirements

Decision Making Authority >$10,000,000 for Life and $1,000,000 of Critical Illness
Exceptional analytical, judgement, problem-solving and decision-making skills
Client and results focused, with proactive service orientation to support our business goals
Ability to influence and negotiate
Strong knowledge of medical and financial risk factors
The ability to work in a fast-paced environment, meet tight deadlines, and balance completing priorities
Interpersonal skills to work collaboratively with our internal and external partners
Strong attention to detail and accuracy
Ability to work independently and eager to take on responsibility
10-15 years of experience as an Individual Life Underwriter
Bachelor's degree or equivalent
Specialized training: ALU certificate and commitment to ongoing education with a goal of attaining the Fellow, Academy of Life Underwriting (FALU) and Fellow, Life Management Institute (FLMI) designations
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

Responsibilities

Analyze insurance applications and evidence of insurability
Apply holistic underwriting expertise in all areas of underwriting (including medical, financial and lifestyle factors) to make sound and competitive underwriting decisions
Negotiate decisions with our reinsurers, in accordance with reinsurance treaties and internal rules
Effectively communicate and explain decisions to advisors and/or Clients’ physicians, as required
Build strong relationships with business leaders, distribution teams, and advisors while delivering exceptional service and expertise
Identify continuous improvement opportunities and bring forward recommendations for solutions
Contribute to a positive environment through teamwork, a spirit of innovation, and professional development
Attend and contribute to regular HNW case reviews to share knowledge and support team development
Mentor and help employees reach the next levels in their careers