Underwriting Account Manager

The Canada Life Assurance Company • Toronto, ON

2d • CA$59,800 - CA$97,700 • Hybrid

About The Position

The Underwriting Account Manager is directly responsible for assessing the risk and making decisions associated with the sale, amendment and renewal of assigned cases, as well as providing financial reports to clients. The underwriter role is suited to the inquisitive individual who enjoys continuous learning and applying their knowledge in varied scenarios. In this role, you will be able to interact with various Group departments. We will provide the successful candidate with a potential career path to more senior underwriting levels.

Requirements

• Candidates must have post-secondary education or an equivalent combination of education and experience.
• Excellent interpersonal skills with the ability to work in partnership with sales offices, team members and other internal areas
• Excellent verbal and written communication skills
• Strong organizational and time management skills; ability to prioritize multiple tasks and shifting priorities
• Strong negotiating skills
• Customer service focused
• Strong mathematical and analytical ability
• Strong problem solving and decision making skills
• Prior years of experience in Group Underwriting with knowledge of products is required.
• Group mainframe (PAS) system, and GroupNet reporting will be considered an asset
• Willingness to work towards a GBA or full CEBS designation under the CEBS program

Responsibilities

• Quotation of New Business prospects
• Managing the pricing of assigned in-force caseload, including performing the annual renewal of rates and expenses, in-force quotes, marketings and approval of amendments
• The management of all aspects of the financial reporting for an assigned caseload
• Handling field/advisor inquiries, plan changes, reporting needs
• Production of financial and service agreements on assigned caseload
• Act as an Underwriting resource for various projects and departmental initiatives

Benefits

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security: Company-matching pension plan, share ownership program and additional investment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree