Underwriter, Life Insurance
Top Benefits
About the role
About Stalwart Insurance Brokers Ltd.
Stalwart Insurance Brokers Ltd. (“Stalwart”) is a growing national life insurance brokerage with a focus on high-complexity client and business situations.
Stalwart values excellence and entrepreneurial thinking, and requires staff with the capacity to solve complex, novel problems. Stalwart is growing rapidly and intends to sustain this rapid growth through the addition of ambitious team members looking to rapidly scale their skills, abilities, and relationships.
Summary
We are looking for an Underwriter, Life Insurance to join us at our Toronto office.
Working as part of the team, you will perform a broad range of integral functions in underwriting and policy implementation operations, including processing and managing applications, engaging in direct discussions, scheduling with clients, and following up with medical providers. These activities will collectively drive improved efficiency and accuracy in the administrative work-streams, improving operational performance of the business.
This position is a rewarding and fulfilling opportunity for a committed, diligent individual that will have a meaningful impact on the trajectory of the company as.
Your role will include, but will not be limited to:
- Working as part of the team, following established processes to manage individual life insurance applications based on the planning offered to clients.
- Collecting and organizing client information prior to application submission to major insurance companies
- Preparing and submitting client insurance applications
- Performing client medical pre-screening and pre-application consultations with insurance carriers
- Tracking completeness of the application files up until the policies are issued and following up with the responsible parties as needed to collect additional information from clients or their doctors and scheduling medical follow-ups
- Maintaining an up-to-date view of client information
Required Skills or Experience
- A higher education degree in business, public administration, actuarial, or a related field
- Three to five (3-5) years of experience working in life insurance underwriting
- Good working knowledge in both financial and medical underwriting processes at major Canadian insurance carriers
- Excellent time management and organizational skills
- Excellent verbal and written communication skills
- Excellent attention to detail
- Professional demeanour and a client-centric focus
- A self-starter with problem-solving initiative, diligence, and an ability to learn quickly
Salary and Benefits
- $60,000 - $70,000 base salary with opportunity for a bonus subject to personal and company performance
- Extended health benefits plan
Position Type
- . Permanent, full-time, and in person.
- . 40 hours per week, with occasional overtime required
- . Toronto, ON
- . Immediate
Job Type: Full-time
Pay: $60,000.00-$70,000.00 per year
Work Location: In person
About Stalwart Insurance Group
Stalwart was founded with the goal of providing best-in-class life insurance solutions to Canadians from coast to coast, ensuring that clients and their loved ones are prepared for whatever comes next.
Stalwart offers innovative wealth optimization, financial management and life insurance solutions for high-net worth individuals and Canadian employers. Our dedicated team of professionals consistently deliver robust, bespoke analysis to optimize insurance, estate, and financial planning for our clients. We pride ourselves on offering value that transcends generations.
Underwriter, Life Insurance
Top Benefits
About the role
About Stalwart Insurance Brokers Ltd.
Stalwart Insurance Brokers Ltd. (“Stalwart”) is a growing national life insurance brokerage with a focus on high-complexity client and business situations.
Stalwart values excellence and entrepreneurial thinking, and requires staff with the capacity to solve complex, novel problems. Stalwart is growing rapidly and intends to sustain this rapid growth through the addition of ambitious team members looking to rapidly scale their skills, abilities, and relationships.
Summary
We are looking for an Underwriter, Life Insurance to join us at our Toronto office.
Working as part of the team, you will perform a broad range of integral functions in underwriting and policy implementation operations, including processing and managing applications, engaging in direct discussions, scheduling with clients, and following up with medical providers. These activities will collectively drive improved efficiency and accuracy in the administrative work-streams, improving operational performance of the business.
This position is a rewarding and fulfilling opportunity for a committed, diligent individual that will have a meaningful impact on the trajectory of the company as.
Your role will include, but will not be limited to:
- Working as part of the team, following established processes to manage individual life insurance applications based on the planning offered to clients.
- Collecting and organizing client information prior to application submission to major insurance companies
- Preparing and submitting client insurance applications
- Performing client medical pre-screening and pre-application consultations with insurance carriers
- Tracking completeness of the application files up until the policies are issued and following up with the responsible parties as needed to collect additional information from clients or their doctors and scheduling medical follow-ups
- Maintaining an up-to-date view of client information
Required Skills or Experience
- A higher education degree in business, public administration, actuarial, or a related field
- Three to five (3-5) years of experience working in life insurance underwriting
- Good working knowledge in both financial and medical underwriting processes at major Canadian insurance carriers
- Excellent time management and organizational skills
- Excellent verbal and written communication skills
- Excellent attention to detail
- Professional demeanour and a client-centric focus
- A self-starter with problem-solving initiative, diligence, and an ability to learn quickly
Salary and Benefits
- $60,000 - $70,000 base salary with opportunity for a bonus subject to personal and company performance
- Extended health benefits plan
Position Type
- . Permanent, full-time, and in person.
- . 40 hours per week, with occasional overtime required
- . Toronto, ON
- . Immediate
Job Type: Full-time
Pay: $60,000.00-$70,000.00 per year
Work Location: In person
About Stalwart Insurance Group
Stalwart was founded with the goal of providing best-in-class life insurance solutions to Canadians from coast to coast, ensuring that clients and their loved ones are prepared for whatever comes next.
Stalwart offers innovative wealth optimization, financial management and life insurance solutions for high-net worth individuals and Canadian employers. Our dedicated team of professionals consistently deliver robust, bespoke analysis to optimize insurance, estate, and financial planning for our clients. We pride ourselves on offering value that transcends generations.