Analyze complex data to support underwriting decisions for group benefit plans as part of a structured, compliance-focused team. This role focuses on accurate rate calculations, policy adherence, and detailed experience reviews across Life, Disability, Health, and Dental benefits.
Key Responsibilities
- Calculate manual premium rates by organizing and interpreting data to define appropriate risk classes.
- Establish and manage quote documentation, ensuring proper routing to regional teams.
- Review incoming data to complete quotes efficiently and accurately.
- Prepare experience studies for all benefit types using historical claims and enrollment details.
- Determine average billed rates and run reserve analyses for Life and Disability coverage.
- Summarize findings for underwriters, supporting informed decision-making.
- Assist throughout the quoting lifecycle and identify opportunities to improve workflows.
- Support project initiatives aimed at enhancing accuracy and efficiency in underwriting processes.
Qualifications
Candidates should have completed post-secondary education or have equivalent experience. Strong numerical reasoning and a natural curiosity for data are essential. You must be detail-oriented, capable of managing multiple priorities under deadlines, and committed to delivering accurate results. Excellent communication and collaboration skills are required to work effectively within cross-functional teams.
A customer-centered approach is critical—every action should reflect a commitment to fairness and service quality. Familiarity with Excel is necessary for daily tasks, and experience with group benefits or underwriting principles is an asset.
Preferred Background
- Pursuit of GBA or CEBS designations
- Fluency in both English and French (required for Quebec roles, beneficial elsewhere)
- Experience with group benefit product structures and pricing
- Advanced proficiency in Excel
- Understanding of underwriting frameworks and risk assessment
- Eligibility for Reliability Status security clearance (conditional upon offer)
Work Environment
This is a hybrid position available in multiple locations, combining in-office and remote work. The schedule supports flexibility while maintaining team collaboration and operational consistency.
Compensation & Benefits
Annual salary ranges from $48,400 to $80,200, with additional components including annual bonus, commission, and variable pay. Equity participation is available through a share ownership program. Employees receive up to $2,000 per year for education reimbursement, comprehensive health and dental coverage, a $5,000 mental health benefit, and a company-matching pension plan.
Additional offerings include personal and vacation time, volunteer days, service recognition, employee discounts, social events, ERGs, mentorship, and investment options. Career development is supported through access to industry-leading learning resources.
Our Values
We believe in stepping up, doing the right thing, and delivering meaningful outcomes—for customers, communities, and one another. Our culture emphasizes integrity, accountability, and continuous improvement.
Equal Opportunity
We are dedicated to fostering an inclusive workplace. Applicants who need accommodations during the hiring process are encouraged to reach out for support. All information will be managed confidentially and in compliance with applicable regulations and internal policies.
