Life Underwriting Trainee

This is a fully remote position, open to applicants in Canada.

📋 Description

• Acquire skills to evaluate and categorize life insurance risks under the mentorship of seasoned underwriters.

• Analyze medical, financial, occupational, avocational, travel, and lifestyle data.

• Recognize any missing or ambiguous information, pose inquiries, and document findings along with their justification.

• Manage case assignments while maintaining a balance between comprehensive reviews, quality standards, productivity, and service expectations.

• Enhance communication abilities to articulate requirements and facilitate the discussion of underwriting decisions.

• Cultivate professional relationships and follow up on case progress.

• Seek assistance whenever questions or service-related issues arise.

• Adhere to legislation, consumer regulations, privacy protocols, and disclosure standards.

• Engage in training sessions, utilize feedback, and contribute questions and ideas.

• Advance toward increased autonomy and preparedness for an Intermediate Life Underwriter position.

⛳️ Requirements

• Authentic interest in life insurance underwriting and a passion for acquiring new knowledge and skills.

• Strong critical-thinking, analytical, and problem-solving abilities.

• A curious mindset and readiness to ask insightful questions and seek assistance.

• Enthusiasm for learning medical terminology, financial principles, and life insurance risk factors.

• Meticulous attention to detail when examining information and spotting discrepancies or gaps.

• Receptiveness to feedback and capability to implement learning in new contexts.

• Proficient written and verbal communication skills along with excellent listening abilities.

• A customer-centric approach and talent for fostering positive relationships.

• Strong organizational skills and accountability for priorities and response times.

• Proficiency in Microsoft Word, Excel, internet-based applications, and a willingness to master underwriting systems.

• Flexibility and a collaborative mindset.

• Ability to communicate in both English and French to assist clients from various provinces outside Québec.

• Previous experience in insurance, underwriting, customer service, or administrative roles is preferred.

• Enrollment in or completion of LOMA, ALU, or other insurance-related courses is preferred.

• A university or college degree in a relevant field is preferred.

• Medical education, training, or experience is preferred.

• Participation in industry meetings, seminars, or conferences is preferred.

🏝️ Benefits

• Flexible working arrangements.

• Support for professional development.

• Practical learning experiences alongside experienced colleagues.

• Comprehensive health, dental, mental health, and vision benefits.

• Short- and long-term disability insurance.

• Life and AD&D insurance coverage.

• Benefits for adoption/surrogacy.

• Wellness programs.

• Employee and family assistance programs.

• Retirement savings plans, including a pension.

• Global share ownership plan with employer matching contributions.

• Financial education and counseling resources.

• Paid holidays, vacation, personal days, and sick leave.

• Statutory leaves of absence.

• Incentive programs and compensation linked to business and individual performance.

• Reasonable accommodations during the application process.