Senior Consultant working for PPI providing advanced underwriting support to advisors on complex cases. Responsible for managing underwriting processes and ensuring optimal outcomes.
Responsibilities
Work closely with PPI advisors to provide advanced underwriting support for complex new business cases
Proactively manage all aspects of new business cases, from preliminary underwriting files to final approval
Respond to advisor queries regarding eligibility criteria and underwriting requirements
Act as the initial point of underwriting expertise for submitted advanced underwriting eligible cases
Review medical and financial requirements with thorough assessment
Package cases to optimize underwriting decisions and ensure favorable ratings
Maintain ongoing discussions with carrier underwriters on requirements and decision clarity
Collaborate on strategic opportunities to achieve the best possible client outcome
Discuss unfavorable decisions with advisors and involve the marketing team where appropriate
Review amendments and exclusions in final decision review to ensure accurate representation of underwriting process
Provide underwriting support for non-qualifying cases
Requirements
Must be fluently bilingual, both oral and written, in French and English
Undergraduate degree in a business-related program preferred
Minimum of 5-10 years’ experience in an underwriting environment
Industry designation(s) (AALU, FALU) preferred
Experience understanding needs of high net worth advisors
Considerable experience in a highly service-oriented role
Exemplary interpersonal skills with demonstrated ability to develop and maintain relationships
Excellent written and oral communication skills
Proven analytical skills and problem-solving capabilities with a strong attention to detail
Excellent organization and time management skills with proven ability to handle multiple priority tasks while meeting tight deadlines
Initiative to be innovative and creative with developing new ideas and concepts
Proven ability to handle confidential material with the highest level of discretion
Advanced degree of skill with Microsoft software applications, particularly Word, Excel and Outlook, as well as Internet proficiency
Benefits
Hybrid work environment with up to 3 days working from home per week
Opportunities for career development and skill enhancement
Inclusive and collaborative workplace culture
Meaningful impact on client financial security and peace of mind
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