Director Financial Underwriting
Canada Life
- London, ON Toronto, ON
- $89,800-166,300 per year
- Permanent
- Full-time
- Lead a team of high performing professionally designated accountants, by providing ongoing valuable feedback, reviewing the complex cases and cases over certain thresholds
- Responsible for the team completing the financial underwriting of all large complex cases; balancing pricing risk and client need. This includes daily collaboration with advisors and occasional collaboration with clients and/or their professional accountant
- Be the primary visible contact for Advisory Network and New Business teams to help with complex financial underwriting cases. This includes presenting to large groups of advisors and wholesalers on various financial underwriting topics including the competitive advantages of working with Canada Life, from a financial underwriting perspective
- Building and maintaining process documentation for the role and the internal and external financial underwriting guidelines. This includes developing and executing training for all underwriters
- Liaison for external reinsurers when supporting the field on complex financial underwriting cases
- Provide ongoing leadership and innovation to identify novel financial underwriting approaches and resources that expand our competitive advantage within the industry
- Fostering relationships with the field, advisors, reinsurers, and underwriters by being viewed as a valued collaborative business partner
- Create and/or review marketing articles that impact the financial underwriting services available to advisors and outline best practices
- CPA designation required
- 10+ years of experience related to insurance products and applicable tax legislation
- In-depth understanding of insurance products, the insurance industry, distribution channels, advisor and client's needs.
- An understanding of various tax issues that clients face would be an asset
- In-depth understanding of financial statement analysis and principles of business valuations in a wide variety of industries
- Ability to manage multiple priorities and to interact with multiple teams to deliver on successful outcomes. This includes the ability to foster collaborative relationships across Individual Customer, Advisory Network and the broader organization
- Established track record of leadership along with the ability to work independently as required
- Ability to translate complex technical topics into understandable solutions to non-technical audiences
- Intuitive sense and passion for determining “what advisors/customers need” and anticipate issues that may arise
- Exceptional communication skills when dealing with various internal and external stakeholders.
- Demonstrated track record of driving results, contributing to process improvements, and creating competitive advantages
- Bilingualism (English/French) would be an asset but not required