Job Description
Why Work With Us?
- Competitive Compensation: Base salary of $95,000–$105,000 based on experience.
- Work-Life Balance: 35-hour work week (Monday–Friday) with 4 weeks of vacation and 10 paid professional wellness days .
- Benefits & Perks: Comprehensive benefits package (health, dental, eye, and paramedic), 2–7% RRSP matching, and 5 paid study days per year with potential tuition reimbursement.
- Flexibility: Fully remote options available for candidates located in markets without a physical office presence.
The Role Staffinity is currently seeking a Bilingual Senior Underwriter . This is a permanent position. The successful candidate will act as a high-level intermediary between advisors and insurance carriers, managing complex new business cases and preliminary assessments. This role is designed for a technical expert who enjoys the strategy of underwriting without the typical high-stress audit environments of larger carriers.
Responsibilities:
- Expert Consultation: Provide advanced underwriting expertise to advisors regarding eligibility criteria and requirements, offering strategic recommendations to meet client needs.
- Case Management: Oversee the full lifecycle of complex cases, ensuring pre-established turnaround timelines are met and maintaining consistent communication with all stakeholders.
- Technical Review: Analyze medical and financial requirements (including APS reports, expert interviews, and vitals) to package cases for optimal carrier decisions.
- Strategic Negotiation: Discuss unfavorable decisions or reconsideration criteria directly with advisors and carriers to achieve the best possible outcomes for high-net-worth clients.
- Decision Review: Audit amendments and exclusions to ensure they accurately reflect the information developed during the underwriting process.
- Knowledge Leadership: Act as a strategic agent by providing content for training initiatives and marketing presentations offered to advisors and administrative staff.
Qualifications:
- Bilingualism: Fluency in both written and spoken English and French is mandatory for interpreting complex medical/financial data and consulting with advisors.
- Experience: 5–10 years of experience in a dedicated underwriting environment, specifically dealing with high-net-worth markets.
- Professional Credentials: Industry-recognized designations (such as AALU or FALU) are strongly preferred.
- Analytical Skills: Proven ability to solve complex problems with a strong attention to detail and a focus on favorable risk outcomes.
- Communication: Exemplary interpersonal skills with the ability to maintain relationships in stressful, high-stakes situations.
- Education: Undergraduate degree in business or a related field is preferred.
This is a remote position.
