04 Aug
|
MNP
|
British Columbia
04 Aug
MNP
British Columbia
Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.
Make an impact with our Life Insurance Underwriting & Policy Service team as an Analyst. We are looking for a detail-oriented and client-focused individual to join our underwriting and policy service team. This role is ideal for someone who enjoys dealing with processes, communicating with advisors and insurance carriers, and helping move life insurance applications from submission through to policy placement.
The successful candidate will play a key role supporting advisors, clients, and insurance carriers throughout the underwriting process while ensuring a high level of professionalism, organization, and responsiveness.
Responsibilities
New Business & Underwriting Support
Manage life insurance applications from submission through policy issue and settlement
Order and track underwriting requirements, including medicals, APS reports, financial documentation, and inspections
Follow up regularly with insurance carriers, advisors, clients, and underwriting teams to ensure files continue progressing
Review applications for completeness and accuracy prior to submission
Assist in preparing cover letters and supporting documentation for complex underwriting cases
Maintain accurate notes and updates within CRM and carrier systems
Year-End reporting as needed
Policy Service & Client Support
Coordinate delivery requirements and policy placement documentation
Assist with policy changes, beneficiary updates, ownership changes, and other in-force service requests
Respond to advisor and client inquiries regarding underwriting status and policy administration
Work closely with advisors to prioritize urgent cases and manage timelines
Help maintain an organized and efficient workflow across multiple carriers and cases
Administrative & Team Support
Maintain tracking systems for pending underwriting and outstanding requirements
Prepare reports and status updates for advisors
Build and maintain strong working relationships with insurance carrier representatives
Support ongoing improvements to underwriting and service processes
Skills And Experience
Previous experience in life insurance underwriting, new business, policy service, or financial services administration preferred
Strong organizational skills and ability to manage multiple priorities simultaneously
Excellent communication and follow-up skills
Detail-oriented with strong accuracy and problem-solving abilities
Comfortable working in a fast-paced professional environment
Proficiency with Microsoft Office and CRM systems
Knowledge of Canadian life insurance products and underwriting processes is considered a strong asset
Life License Qualification Program (LLQP) preferred
Ideal Candidate
The ideal person is proactive, organized, and comfortable taking ownership of files. They enjoy working behind the scenes to help advisors and clients have a smooth experience and understand the importance of responsiveness and attention to detail in a professional services environment.
MyRewards@MNP
With a focus on high-potential earnings, MNP is proud to offer customized rewards that support our unique culture and a balanced lifestyle to thrive at work and outside of the office.
generous base pay
overtime banking hours
vacation time
4 paid personal days
a group pension plan with 4% matching
voluntary savings products
bonus programs
flexible perks
mental health resources
exclusive access to perks and discounts
professional development assistance
MNP University
a flexible ‘Dress For Your Day’ environment
firm sponsored social events and more!
The salary range for this position is $55,000 - $65,000. Compensation is determined based on individual skills and relevant experience.
Diversity@MNP
We embrace diversity as a core value and celebrate our differences. We believe each team member contributes unique gifts and amplifying their potential makes our business stronger. We encourage people with disabilities to apply!
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📌 Analyst, Life Insurance Underwriting & Policy Service (British Columbia)
🏢 MNP
📍 British Columbia