Log In
Sign Up
Job Description:
We are Canada Life
Be your best at Canada Life- Apply today!
We are one of Canada’s top 100 employers!
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted
We are Canada Life
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
Be your best at Canada Life.
We are looking for an Associate Manager, Financial Underwriting Practices
Role Description
Individual insurance is a major part of Canada Life’s Canadian Operations. The Associate Manager, Financial Underwriting Practices will help protect and grow our insurance sales by supporting Insurance Solutions, Individual Customer, and Advisory Network by addressing large case complex financial underwriting for New Business.
With a singular focus on financial underwriting, this role supports the Manager, Financial Underwriting Practices, with the analysis and assessment of new sale insurance applications. This financial underwriting team is a critical junction – a key point of contact between Par Insurance Solutions, New Business/underwriting, and Advisory Network.
What you will do:
- Provide financial underwriting assessments on individual complex cases. This includes independently reviewing and approving cases up to a specified threshold.
- Help prepare financial recommendation with supporting documentation that will be used externally to influence reinsurance decisions.
- Interact with client’s external (3rd party) accountants and/or financial advisors.
- Interact with external reinsurers and field support for complex financial underwriting cases, providing documentation in a concise and accurate fashion to support the financial justification.
- Support the development of internal and external financial underwriting processes and guidelines.
- Review financial underwriting marketing material to ensure consistency with our administration or sales strategies.
- Provide training of financial underwriting practices to New Business teams
- Support advisors and wholesalers with general questions related to financial underwriting
- Help prepare technical material used in presentations to advisors and internal team members on financial underwriting topics and concepts.
What you will bring:
- 1-5 years of experience in underwriting, tax planning, business valuation, consulting, or accounting roles. An understanding of various tax issues that clients face would be an asset.
- An understanding of insurance products, the insurance industry, distribution channels, advisor, and client’s needs.
- In-depth understanding of financial statement analysis and principles of business valuations in a wide variety of industries.
- CPA designation desired or equivalent experience
- Ability to manage multiple priorities and to interact with multiple teams to deliver on successful outcomes. This includes the ability to foster collaborative relationships across Individual Customer, Advisory Network and the broader organization
- Ability to translate complex technical topics into understandable solutions to non-technical audiences
- Intuitive sense and passion for determining “what advisors / customers need” and anticipate issues that may arise
- Exceptional communication skills when dealing with various internal and external stakeholders.
- Demonstrated track record of driving results, contributing to process improvements, and creating competitive advantages.
- Bilingualism (English/French) would be an asset but not required
Be your best at Canada Life- Apply today!
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
We are one of Canada’s top 100 employers!
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted
#LI-Remote
