High Net Worth Underwriting Manager
2 months ago
We are seeking a highly skilled and experienced High Net Worth Underwriting Manager to join our team at Sun Life. As a key member of our underwriting team, you will be responsible for performing underwriting risk assessments, collaborating with business partners, and delivering exceptional customer service.
Key Responsibilities- Underwriting Risk Assessment: Perform thorough underwriting risk assessments to ensure accurate and fair underwriting decisions.
- Business Partner Collaboration: Collaborate closely with our business partners to achieve our global high net worth goals.
- Customer Service: Deliver exceptional customer service to our clients, ensuring their needs are met and exceeded.
- Project Participation: Participate in projects related to underwriting, driving business growth and improvement.
- Regulatory Compliance: Ensure compliance with regulatory requirements, including AML, CDD, KYC, and risk management.
- Education: University degree or above.
- Designations: Completion of the FLMI and FALU designations or willingness to complete over the next 5 years.
- Experience: Over 10 years of experience in life underwriting, with at least 2 years in the high net worth space.
- Skills: Strong life product and operational business knowledge, excellent interpersonal and organizational skills, and ability to assess priorities and negotiate with clients.
- Technical Skills: Proficient in underwriting systems and tools, Word, Excel, and PowerPoint.
We offer a competitive salary, MPF, group life and group medical insurance, and excellent career development opportunities to the right candidate.
We are an equal opportunity employer and welcome applications from all qualified candidates.
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