Bilingual Underwriting Associate

Description:

• Provides technical expertise in assessing morbidity and mortality risks using an individual underwriting methodology
• Interprets business financial statements and tax forms to calculate earned income
• Works independently on complicated applications within approval authority
• Communicates directly with applicants and benefit administrators on underwriting decisions
• Handles difficult phone calls from applicants who have been declined or approved substandard for insurance coverage
• Provides support in implementing continuous improvements
• Actively participate in team meetings and supporting the team with its objectives
• Inspire the trust of others and work with integrity

What do you need to succeed?

• Excellent verbal and written communication skills with the ability to be persuasive in negative situations and write clearly and informatively
• Bilingualism (French, English) required- immediate manager is a unilingual Anglophone outside Quebec, interactions with English-speaking customers or partners
• Well organized individual with strong analytical skills, excellent problem solving ability and attention to detail
• Must have a positive attitude and commitment to quality service
• Ability to remain calm under pressure
• Must be a strong team player
• Inspires the trust of others
• Comfort with ambiguity; track record of success at turning vague information into sound underwriting decisions
• Completed or working towards Fellow, Life Management Institute (FLMI) or Fellow, Academy of Life Underwriting (FALU) is an asset