IA Financial Group

Underwriting Consultant, Large Cases

IA Financial Group$75K — $95K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • University degree (BAC) and/or 10 years of relevant pricing experience, with at least 5 years as a rate maker in the mid-market.
  • ALU designation (an asset).
  • FLMI designation (an asset).
  • Advanced knowledge of English for daily communication with English-speaking clients and partners across Canada.
  • Excellent financial analysis skills.
  • Strong ability to communicate and clarify complex concepts using expertise.
  • Outstanding negotiation skills.
  • Customer-oriented with a mindset of continuous improvement.
  • Exceptional communication and presentation skills.
  • Ability to plan, organize, and manage multiple tasks.

Responsibilities

  • Evaluate risks in life insurance, critical illness, and disability, providing high-level expertise for advanced financial selection.
  • Produce top-quality assessments with a service turnaround of less than 24 hours.
  • Negotiate with reinsurers and sales teams.
  • Offer consulting, support, and mentorship as a resource for financial analysis within pricing teams.
  • Share knowledge with various departments, including oversight and quality control of agents and MGAs.
  • Collaborate closely with the financial and fiscal solutions team to provide comprehensive service, including preliminary analysis of large case pricing files to generate new business, and be available for Mid Market pricing inquiries.
  • Deliver presentations and training sessions on Mid Market pricing to MGAs and advisors regarding pricing philosophy, new guidelines, or clarifications of existing rules.

Benefits

  • A work environment that merges learning and development with a collective pursuit of excellence.
  • A healthy, safe, equitable, and inclusive environment where potential can be expressed and developed.
  • Hybrid working environment with flexibility and access to inspiring and innovative workspaces.
  • Competitive benefits package including flexible group insurance, competitive pension plan, stock purchase plan, vacation and personal wellness days, telemedicine options, employee assistance programs, ergonomic furniture program, performance bonuses, discounts on iA products, and more.
Full Job Description
Job Description

Are you passionate about financial underwriting? You combine in-depth knowledge of underwriting with advanced sales concepts. Sharing your knowledge is part of your daily routine, and you are committed to providing an exceptional service experience.

Join our dynamic and expanding team to contribute to the growth of our department and propel your career to new heights. You will collaborate with various departments and participate in improving our high-standard personalized service in partnership with our sales force.

Your role:
  • Evaluate risks in life insurance, critical illness, and disability, and provide high-level expertise for advanced financial selection.
  • Produce high-quality evaluations with a service turnaround time of less than 24 hours.
  • Negotiate with reinsurers and the sales force.
  • Offer advisory, support, and coaching services as a financial analysis resource within the underwriting teams.
  • Share your knowledge with various departments, including monitoring and quality control of agents and MGAs.
  • Work closely with the financial and tax solutions team to provide comprehensive service, including preliminary analysis of large case underwriting files to generate new business, and be available for any questions related to Mid Market underwriting.
  • Conduct presentations and training sessions on Mid Market underwriting for MGAs and advisors regarding IA's underwriting philosophy, new guidelines, or clarifications of existing rules.


Desired qualities:
  • Excellent financial analysis skills.
  • Ability to communicate and explain complex concepts using your expertise.
  • Excellent negotiation skills.
  • Client and advisor-oriented with a continuous improvement mindset.
  • Excellent communication and presentation skills.
  • Ability to plan, organize, and manage multiple tasks.


Requirements:
  • University degree (BAC) and/or 10 years of relevant underwriting experience, including at least 5 years as a Mid Market underwriter.
  • ALU designation (an asset).
  • FLMI designation (an asset).
  • Bilingualism, french and english


Location(s)
Quebec / 1080, Grande Allee West

Other Possible Location(s)
Montreal / 1981 McGill College Avenue

Company

iA Financial Group

Posting End Date
2026-08-04

About IA Financial Group

IA Financial Group is a Canadian insurance and financial services company. The company offers a wide range of products and services including life and health insurance, mutual funds, securities, auto and home insurance, mortgages, and loans. IA Financial Group has been in business for over 125 years and has over 5,500 employees. The company is committed to sustainability and has been recognized for its efforts in this area. IA Financial Group is also committed to giving back to the community and has a strong corporate social responsibility program.
Learn more about IA Financial Group
Size
5,500 employees
Industry

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