Senior National Accounts Underwriting Consultant

Sun Life Financial, Inc.

$85K — $127K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of group underwriting experience
  • Excellent written and verbal communication skills
  • Strong organizational and time management abilities
  • Proficient in Excel and other word processing applications
  • Deep knowledge of underwriting principles and industry standards
  • Analytical and negotiation skills relevant to underwriting
  • Positive team player who adapts to fast-paced environments

Responsibilities

  • Evaluate and propose pricing strategies for new and renewing National Account clients
  • Conduct detailed risk assessments of prospective and existing customers
  • Generate customer reports and analytics to support decision-making
  • Collaborate with sales and subject matter experts to craft tailored solutions
  • Suggest improvements to policies and procedures to meet market demands
  • Manage the inforce business block to achieve profitability and retention goals
  • Mentor junior underwriters and support their professional development

Benefits

  • Hybrid work model promoting in-office and virtual collaboration
  • Opportunities for discretionary annual incentive awards based on performance
  • Commitment to pay transparency and equity
  • Encouragement of a supportive and connected workplace culture
  • Engagement with the talent community for future opportunities
Full Job Description
Job Description:

Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week

The Opportunity:

This position in the National Accounts Employee Benefits Underwriting organization is responsible for all aspects of risk selection, pricing and proposal for our Group Disability and Life new business and renewals for 2,000+ lives. Apply standard underwriting principles and procedures to evaluate, rate and negotiate price on new business. Apply in depth knowledge of assigned product lines and independent decision making within underwriting policies and procedures.

How will you contribute:
  • Evaluate, price, propose rate and strategy to acquire and renew National Account clients
  • In-depth risk assessment and pricing of prospective and inforce customers in conformance with underwriting guidelines and authority limits
  • Provide Customer reporting and analytics
  • Partner with sales, national accounts practice leader and home office subject matter experts to develop comprehensive pricing and solutions for our customers
  • Recommend changes in policies and procedures to be more responsive to the emerging client and market needs
  • Proactively manage inforce block of business to maintain profit and persistency expectations
  • Mentoring and underwriter development


What you will bring with you:
  • Require a minimum of 7+ years of group underwriting experience
  • Highly skilled in both written and verbal communications, organization, time/work management, establishing interpersonal relationships, and problem solving
  • Ability to work in a fast paced environment and flex to changing demands including system and process changes
  • Motivated, positive, team player
  • Proficient PC skills, including Excel skills, and word processing applications
  • The position requires strong analytical and negotiation skills, as well as an in-depth understanding of industry contractual language and provisions
  • Candidates should possess a high level, technical understanding of underwriting principles and theory


Salary Range: $85,200 - $127, 800
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!

Job Category:

Underwriting - Group

Posting End Date:

31/07/2026

Similar Jobs

More Jobs at Sun Life Financial, Inc.

More Finance & Insurance Jobs

Find similar Senior National Accounts Underwriting Consultant jobs: