Underwriting Consultant

Underwriting Consultant

Build the future with us

Are you passionate about the insurance and financial services industry and motivated by the idea of helping individuals and families feel confident and secure about their future?

As an Underwriting Consultant, you will play a key role in communicating underwriting decisions and influencing case outcomes, while acting as a trusted liaison between Sales, Underwriting, New Business, and Strategy. This role offers a meaningful opportunity to grow your expertise, expand your impact, and thrive within an organization that genuinely values professional development, collaboration, and long‑term growth.  

What you will accomplish with us

As an Underwriting Consultant, you will be at the heart of our mission. Your key responsibilities will include:

• Responding to daily inquiries related to underwriting and post‑issue underwriting in a fast‑paced environment.

• Providing pre‑underwriting opinions (medical, non‑medical, and financial) and supporting effective case positioning.

• Analyzing cases in accordance with underwriting guidelines, assessing risks and requirements, and formulating sound recommendations.

• Repositioning cases where feasible to improve underwriting outcomes and overall placement success.

• Clearly and professionally explaining underwriting requirements, decisions, and processes to advisors, MGA partners, and Sales teams (brokerage, career, WFG).

• Supporting the field by resolving service issues, assisting with escalations, participating in advisor calls, meetings, webinars, and training sessions, and sharing insights on market trends and risk evolution.

What could accelerate your success in this role

We are looking for someone who:

• Is recognized for their strong knowledge of individual insurance products and underwriting fundamentals.

• Stands out for their ability to clearly explain and position underwriting decisions with sound judgment.

• Demonstrates an analytical, solution‑oriented mindset and knows when and how to escalate appropriately.

• Is known for building strong, collaborative relationships with internal and external partners.

• Has 2 to 4 years of experience as a Senior Underwriter, along with a post‑secondary degree or diploma.

• Holds FLMI and FALU designations, or is actively working toward obtaining them.

An intermediate level of English is required, as the individual will be required to read, analyze, and interpret medical documents in English on a daily basis, as well as communicate regularly, both verbally and in writing, with English-speaking underwriters across Canada.

Why you will enjoy working with us

• A work environment where learning, development, and continuous improvement are part of everyday life;

• A healthy, inclusive, and equitable workplace where your potential can truly flourish;

• The opportunity to work in a flexible, hybrid environment supported by inspiring and collaborative workspaces;

• Competitive benefits, including flexible group insurance, a competitive pension plan, employee share purchase plan, vacation and personal well‑being days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, employee discounts on insurance products, and more.
  

Apply now and take the lead in your career, where your talent truly matters!

Not sure if you should apply?

We believe in potential and value diverse experiences. If this role sparks your interest, we encourage you to apply — your place may be with us, and we would love to get to know you.

iA Financial Group

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.