Senior Manager, Underwriting (Life & Health Insurance)
About the role
The Client Our client is a leading financial institution with a strong presence in Canada. They are committed to providing high-quality insurance products and services, including Life & Health, Credit Protection, Travel, Home, and Auto Insurance.
What You Will Achieve In This Role
- As a Senior Manager, Underwriting (Life & Health Insurance), you will play a pivotal role in supporting underwriting operations and risk management.
- Evaluate risk referrals using sound underwriting judgment.
- Ensure service level agreements (SLAs) and client service standards are met with timely underwriting decisions.
- Provide guidance and mentorship to underwriting professionals to maintain high-quality and consistent decision-making.
- Manage case backlogs effectively and collaborate with third-party vendors.
- Drive best-in-class service while maintaining governance standards.
- Contribute to long-term strategic initiatives to enhance underwriting practices.
Key Responsibilities
- Conduct risk assessments and classifications in line with company underwriting philosophy and standards.
- Approve cases up to $10 million.
- Manage underwriting processes efficiently, ensuring compliance with policies and procedures.
- Mentor and train underwriters at various levels, providing performance feedback and career development support.
- Communicate effectively with internal and external stakeholders to uphold service excellence.
- Strengthen partnerships across departments to ensure seamless underwriting operations.
- Maintain compliance with consumer laws and regulations concerning risk classification, confidentiality, and disclosures.
- Identify and propose solutions to procedural challenges in underwriting operations.
- Foster trust and transparency with clients while facilitating underwriting decision acceptance.
What you must bring to this role:
- Bachelor’s degree in Science, Pharmacy, Medicine, or a related field.
- Minimum of 10 years of underwriting experience in Life & Health insurance.
- FALU or AALU certification is mandatory.
- Proven approval authority for cases up to $10 million.
- LOMA Customer Service Certification required.
- Strong industry knowledge with excellent analytical and problem-solving skills.
- Ability to adapt to a dynamic underwriting environment.
- Lead and develop teams while fostering talent growth.
- Work effectively in team environments with a client-focused approach.
About Robertson & Company Ltd.
Robertson & Company Ltd. is a leading professional services firm providing recruitment-related, advisory and consulting services to corporations, professional organizations, governments, and public & private institutions.
RELATIONSHIP VERSUS TRANSACTION
Success in the recruitment services industry depends on deep relationships built on trust and performance. Our focus is never simply on the transaction at hand but on what is best for our client, both today and in the long run. We consider this unique approach and perspective to be the driving force behind our continued success in this highly competitive space.
DEEP INDUSTRY EXPERIENCE
While we work with many industries, Robertson & Company has exceptional experience and a proven track record with some of North America's leading financial institutions. We understand the needs of the industry and its inner workings better than any other recruitment firm. This is evidenced by our enviable client retention rate of nearly 100%.
A PROVEN TRACK RECORD
In our world, longevity is based on consistently delivering time and time again. Robertson & Company has just such a proven track record of performance. Our commitment to exceptional client communication, the use of proprietary screening and selection processes and an uncompromising commitment to excellence has served both us and our clients well.
Robertson is a Proud Certified Diversity Supplier.
Senior Manager, Underwriting (Life & Health Insurance)
About the role
The Client Our client is a leading financial institution with a strong presence in Canada. They are committed to providing high-quality insurance products and services, including Life & Health, Credit Protection, Travel, Home, and Auto Insurance.
What You Will Achieve In This Role
- As a Senior Manager, Underwriting (Life & Health Insurance), you will play a pivotal role in supporting underwriting operations and risk management.
- Evaluate risk referrals using sound underwriting judgment.
- Ensure service level agreements (SLAs) and client service standards are met with timely underwriting decisions.
- Provide guidance and mentorship to underwriting professionals to maintain high-quality and consistent decision-making.
- Manage case backlogs effectively and collaborate with third-party vendors.
- Drive best-in-class service while maintaining governance standards.
- Contribute to long-term strategic initiatives to enhance underwriting practices.
Key Responsibilities
- Conduct risk assessments and classifications in line with company underwriting philosophy and standards.
- Approve cases up to $10 million.
- Manage underwriting processes efficiently, ensuring compliance with policies and procedures.
- Mentor and train underwriters at various levels, providing performance feedback and career development support.
- Communicate effectively with internal and external stakeholders to uphold service excellence.
- Strengthen partnerships across departments to ensure seamless underwriting operations.
- Maintain compliance with consumer laws and regulations concerning risk classification, confidentiality, and disclosures.
- Identify and propose solutions to procedural challenges in underwriting operations.
- Foster trust and transparency with clients while facilitating underwriting decision acceptance.
What you must bring to this role:
- Bachelor’s degree in Science, Pharmacy, Medicine, or a related field.
- Minimum of 10 years of underwriting experience in Life & Health insurance.
- FALU or AALU certification is mandatory.
- Proven approval authority for cases up to $10 million.
- LOMA Customer Service Certification required.
- Strong industry knowledge with excellent analytical and problem-solving skills.
- Ability to adapt to a dynamic underwriting environment.
- Lead and develop teams while fostering talent growth.
- Work effectively in team environments with a client-focused approach.
About Robertson & Company Ltd.
Robertson & Company Ltd. is a leading professional services firm providing recruitment-related, advisory and consulting services to corporations, professional organizations, governments, and public & private institutions.
RELATIONSHIP VERSUS TRANSACTION
Success in the recruitment services industry depends on deep relationships built on trust and performance. Our focus is never simply on the transaction at hand but on what is best for our client, both today and in the long run. We consider this unique approach and perspective to be the driving force behind our continued success in this highly competitive space.
DEEP INDUSTRY EXPERIENCE
While we work with many industries, Robertson & Company has exceptional experience and a proven track record with some of North America's leading financial institutions. We understand the needs of the industry and its inner workings better than any other recruitment firm. This is evidenced by our enviable client retention rate of nearly 100%.
A PROVEN TRACK RECORD
In our world, longevity is based on consistently delivering time and time again. Robertson & Company has just such a proven track record of performance. Our commitment to exceptional client communication, the use of proprietary screening and selection processes and an uncompromising commitment to excellence has served both us and our clients well.
Robertson is a Proud Certified Diversity Supplier.