Senior Underwriting Assistant

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Location: hybrid

You are confident, flexible, highly organized, a great communicator, have a sense of urgency, can juggle multiple priorities, learn new systems quickly, and seek to find solutions yourself.  You are excited about working in a fast paced and changing environment. 

This role is responsible for a variety of challenging tasks to support the Group Underwriting team.  You work independently, as well as in close partnership with the Underwriting team, to prepare materials required to complete a high volume of assignments in a deadline driven environment.  There is a heavy organizational component to the role and the successful candidate will need to be a self-starter.  Teamwork and flexibility to shift priorities are strong drivers in the success of this position.   

What will you do?

• Process standard employee data and follows up to obtain complete listing and/or specific missing information.

• Prepare standard renewal information for underwriters by requesting all relevant reports and required information to start the renewal process.

• Input employee data for standard cases 10+ lives into an excel format and saves to the database.

• Provide batch reports monthly for the renewal process and on an adhoc basis as requested by underwriting staff

• Receive information regarding new providers and changes to addresses, phone numbers, unique identification numbers of existing providers.

• Set up new providers on appropriate system and makes updates to existing provider information.

• Manage Department mailbox

• Advise underwriters on administrative work within 24 hours of receipt when required to do so due to active RFP’s existing (items such as terminations, PSSC changes, Agent of Record changes, revisions .etc)

What do you need to succeed?

• Ability to work independently and be proactive – thinking several steps ahead to understand and address needs

• Ability to work collaboratively with others as part of a team

• Be service and detail oriented

• Strong interpersonal skills and a positive attitude

• Excellent communication skills, both spoken and written, using diplomacy, tact, and discretion in dealing with confidential information

• Work well under pressure by incorporating excellent time management and organizational skills to meet many priorities, often challenging deadlines, and frequent interruptions

• Advanced PC knowledge including MS Office (Word, Excel, PowerPoint), Outlook, and willingness to learn other software packages or tools
   

Reasons why you should join us under the sun:

• Career progression opportunities within Underwriting and a variety of other career paths within Sun Life

• A caring, supportive, and inclusive culture

• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being

• Flexible Benefits from the day you join to meet the needs of you and your family

• Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making contributions

Note: As part of the process, an online Excel test will be required

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.  

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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