Group Benefits Underwriting Lead (Kelowna)

Group Benefits Underwriting Lead (Kelowna)

19 Apr
|
Simply Benefits
|
Kelowna

19 Apr

Simply Benefits

Kelowna

Simply Benefits is seeking a Team Lead, Group Benefits Underwriting to provide day-to-day leadership and technical guidance to the underwriting team. This role is responsible for supporting consistent underwriting decisions, mentoring underwriters, and acting as a first point of escalation for complex cases across current business, renewals, and plan amendments. The ideal candidate brings strong hands-on group benefits underwriting experience, a collaborative leadership style, and the ability to operate effectively in a multi-carrier TPA environment.Key Responsibilities Provide daily guidance, coaching, and support to Group Benefits Underwriters.Act as the first escalation point for complex or non-standard underwriting cases.Review underwriting decisions for accuracy, consistency, and adherence to underwriting guidelines.Support onboarding and training of new underwriting team members.Foster a collaborative, accountable, and solutions-oriented team setting.Perform underwriting for new business, renewals, and plan changes across insured and ASO arrangements, as required.Support pricing analysis, experience reviews, trend assumptions, and credibility assessments.Assist with underwriting exceptions and carrier negotiations.Ensure accurate handling of plan amendments, carrier changes, and benefit transitions.Cross-Functional Collaboration Work closely with Sales, Client Management and Group Service Reps to support timely and accurate execution.Provide underwriting input on complex client scenarios, escalations,



and operational impacts.Ensure underwriting decisions and assumptions are clearly documented and communicated to internal stakeholders.Process, Quality & Continuous Improvement Support consistent application of underwriting standards and best practices.Identify process gaps, training needs, and opportunities for operational improvement.Assist with system enhancements, testing, and underwriting workflow improvements.Contribute to reporting, quality checks, and audit readiness activities.Qualifications Required:5–8+ years of Group Advantages underwriting experience.Strong technical knowledge across EHC, Dental, Disability, and ancillary benefits.Experience underwriting experience-rated groups, renewals, and plan amendments.Demonstrated ability to coach, mentor, or informally lead peers.Strong communication, analytical, and problem-solving skills.Preferred:Previous experience in a Team Lead, Senior Underwriter, or similar role.CEBS, or progress toward a professional designation.Experience working in a TPA or multi-carrier environment.Exposure to underwriting systems, automation, or process improvement initiatives.Strong technical underwriting judgmentCollaborative and supportive leadership styleAttention to detail and operational discipline.Ability to manage competing priorities in a fast-paced environment.Clear and effective communicationWhy Simply Benefits? Exposure to diverse clients, carriers, and complex underwriting scenariosSupportive, collaborative team cultureCompetitive compensation, benefits, and career development opportunitiesJob Type: Full-time, PermanentSchedule: Monday to Friday, 8 hour daysLocation: Kelowna, BC (remote work available within Western Canada)#J-18808-Ljbffr

📌 Group Benefits Underwriting Lead (Kelowna)
🏢 Simply Benefits
📍 Kelowna

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