19 Aug
|
Sun Life Financial
|
Montreal
19 Aug
Sun Life Financial
Montreal
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.
At Sun
Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives.
Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.
: Location: Hybrid, Work from Home 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. What will you do?
- 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 What do you need to succeed?
- 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 rapid-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 Other Details Some travel and representation at industry and sales events is required What can we offer you?
- A hybrid working environment, giving you the best parts of in‑office collaboration and work from home flexibility
- Flexible Benefits from the day you join, meeting the needs of you and your loved ones
- Our stock ownership program and pension plan give you the chance to invest in Sun Life with company matching opportunities
- An annual bonus based on company and individual performance
- Paid vacation based on experience, 5 care days available for self‑care or care of others (e.g. family or others you may support) and 10 personal illness days to support your well‑being
- Our unique sabbatical program gives you the opportunity to take up to 6 weeks off, every 5 years
- Investment in not-for-profit organizations that are important to you
- Maternity/Paternity top‑up program so you can focus on your growing family The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
Salary Range: 110,000/110 000 - 180,000/180 000 Job Category: Underwriting - Individual Posting End Date: 04/09/2026 Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.
Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers.
As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working.
Use data to drive bold actions. Be agile and pivot as we test and learn.
At Sun
Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future.
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Careers
📌 Bilingual Director, Advanced Underwriting - Mentorship (Montreal)
🏢 Sun Life Financial
📍 Montreal