Associate Manager, Financial Underwriting Practices

What you will do

• Complete financial underwriting assessments for complex individual insurance cases, including independently reviewing and approving cases up to a specified threshold. Prepare financial recommendations, utilizing supporting documentation that will be used to influence reinsurance decisions. Interact with clients’ external accountants and financial advisors. Interact with external reinsurers and sales support teams for complex financial underwriting cases, providing documentation in a clear and concise manner to support financial justifications. Support the development of internal and external financial underwriting processes and guidelines. Review financial underwriting marketing materials to ensure consistency with our administration and sales strategies. Support advisors and wholesalers with general questions related to financial underwriting. Prepare technical materials to be used in presentations to advisors and internal team members on financial underwriting topics and concepts. What you will bring: 1 to 5 years of experience in underwriting, tax planning, business valuation, consulting, or accounting roles. CPA designation preferred, or equivalent experience. An understanding of insurance products, the insurance industry, distribution channels, advisors, and clients’ needs. In-depth understanding of financial statement analysis and the principles of business valuation in a wide variety of industries. Strong ability to collaborate with teams across multiple disciplines. Proven analytical, problem-solving, and decision-making abilities. Solid technical expertise and excellent interpersonal skills, with the ability to establish key relationships and foster strong teamwork. The ability to manage multiple priorities and collaborate with internal and external stakeholders to deliver on successful outcomes. A demonstrated track record of driving results and contributing to process improvements. The ability to translate complex technical topics into understandable solutions for non-technical audiences. Bilingualism (English and French) would be an asset, but it is not required. Given the size and scope of our organization, we have the flexibility for this position to be located in the following office locations: London, Toronto, or Winnipeg. - The base salary for this position is between $85,200 - $135,200 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you. Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis. Grow with Canada Life We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country. We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!