Renewal Analyst

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
58K-93K Annually
Mid level
Fintech • Payments • Financial Services
The Role
Supports Account Executives by analyzing group benefits claims experience, identifying renewal trends, recommending renewal positioning, collaborating with underwriting on rate increases, developing renewal strategies, and preparing renewal letters and supporting documentation. The role focuses on optimizing renewal outcomes and does not directly interact with advisors or clients.
Summary Generated by Built In

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.


At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.


When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.


Discover how you can make a difference in the lives of individuals, families and communities around the world.


Job Description:

Sun Life is seeking a Renewal Underwriting Analyst to join our team! In this role, you will act as a vital support for Account Executives on the Business Development team to maximize renewal outcomes for Sun Life. Reporting to the Director, Business Development, the Renewal Underwriting Analyst will optimize required rates, act as a liaison between underwriting and business development, and provide insights into the claim experience through collecting and analyzing data and working with Account Executives to position renewals to advisors. Please note that this role does not directly interact with advisors/clients.

What will you do?

  • Review, analyze and evaluate the claim experience for trends that may impact renewals and make recommendations on the renewal positioning

  • In conjunction with the Account Executive, collaboratively work with underwriting to articulate rationale for renewal increases

  • Work in collaboration with the Account Executive to develop the renewal strategy and supporting rationale that will be provided to the client

  • Develop renewal letter and supporting documentation for the Account Executive to present to the client

What do you need to succeed?

  • 3 to 5 years in a group underwriting/technical analyst role

  • Post-secondary education and a CEBS or GBA designation

  • Solid understanding of underwriting and renewal methodology, and Group Benefits products and processes

  • Strong knowledge of advisor environment and expectations

  • Ability to creatively position renewals to maximize renewal outcomes

What’s in it for you?

  • Flexible Benefits from the day you join to meet the needs of you and your family

  • Pension, stock and savings programs to help build and enhance your future financial security

  • Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives

  • We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada


The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.


Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.


Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected].


We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.


We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.


We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.


Salary Range:

58,000/58 000 - 93,000/93 000

Job Category:

Underwriting - Group

Posting End Date:

30/08/2026

Skills Required

  • 3 to 5 years of experience in a group underwriting or technical analyst role
  • Post-secondary education
  • CEBS or GBA designation
  • Solid understanding of underwriting and renewal methodology
  • Knowledge of Group Benefits products and processes
  • Strong knowledge of the advisor environment and expectations
  • Ability to creatively position renewals to maximize renewal outcomes
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The Company
HQ: Toronto, Ontario
499 Employees

What We Do

A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years

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