Underwriting Consultant, Large Cases

iA Financial Group•Montreal, QC

7d•Hybrid

About The Position

Are you passionate about financial underwriting? You combine in-depth knowledge of underwriting with advanced sales concepts. Sharing your knowledge is part of your daily routine, and you are committed to providing an exceptional service experience. Join our dynamic and expanding team to contribute to the growth of our department and propel your career to new heights. You will collaborate with various departments and participate in improving our high-standard personalized service in partnership with our sales force.

Requirements

University degree (BAC) and/or 10 years of relevant underwriting experience, including at least 5 years as a Mid Market underwriter.
Bilingualism, french and english

Nice To Haves

Excellent financial analysis skills.
Ability to communicate and explain complex concepts using your expertise.
Excellent negotiation skills.
Client and advisor-oriented with a continuous improvement mindset.
Excellent communication and presentation skills.
Ability to plan, organize, and manage multiple tasks.
ALU designation (an asset).
FLMI designation (an asset).

Responsibilities

Evaluate risks in life insurance, critical illness, and disability, and provide high-level expertise for advanced financial selection.
Produce high-quality evaluations with a service turnaround time of less than 24 hours.
Negotiate with reinsurers and the sales force.
Offer advisory, support, and coaching services as a financial analysis resource within the underwriting teams.
Share your knowledge with various departments, including monitoring and quality control of agents and MGAs.
Work closely with the financial and tax solutions team to provide comprehensive service, including preliminary analysis of large case underwriting files to generate new business, and be available for any questions related to Mid Market underwriting.
Conduct presentations and training sessions on Mid Market underwriting for MGAs and advisors regarding IA's underwriting philosophy, new guidelines, or clarifications of existing rules.