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Manage end-to-end Group Benefits implementations from sale through plan installation and stabilization. Serve as the primary contact for advisors and clients, translate requirements into internal systems, coordinate cross-functional teams, manage timelines and risks, resolve exceptions, ensure documentation accuracy and compliance, and support complex implementations. The role also includes finalist presentations, onboarding sessions, process improvement, and performance reporting.

Develop and support cloud-based applications, integrations, infrastructure, and Wealth systems. Responsibilities include building .NET and Azure solutions, designing APIs and microservices, managing CI/CD pipelines, troubleshooting production systems, establishing integration standards, and collaborating with business and technology partners. The role also provides technical leadership, coaches developers, and contributes to API strategy, governance, and scalable solution design.

Supports Group Account Executives throughout the group benefits sales and renewal lifecycle. Responsibilities include qualifying opportunities, preparing proposals, coordinating quotes with underwriting, compiling renewal materials, analyzing claims reports, maintaining CRM records, responding to advisor and client inquiries, and supporting process improvements. The role develops expertise in pricing, underwriting, plan design, relationship management, and strategic account support, with the goal of progressing into a Group Account Executive position.

Leads underwriting risk management for life and critical illness insurance. Responsibilities include coaching underwriters, identifying and mitigating operational risks, auditing underwriting decisions, overseeing rescission and high-risk file reviews, maintaining policies and procedures, supporting claims and compliance processes, managing MIB disputes, and advising senior leaders on complex risk assessments and strategic initiatives.

Supports Group Account Executives across new business proposals, quoting, renewals, client service, advisor relationships, and group benefits administration. Coordinates documentation, timelines, underwriting collaboration, presentations, reporting, CRM records, and client inquiries. The role develops expertise in pricing, underwriting, plan design, renewal strategy, and relationship management, with the goal of progressing into a Group Account Executive position.

Provides inside sales support to investment wholesalers by conducting sales activities, generating leads, building advisor relationships, responding to product inquiries, delivering webinars, and preparing status reports. The role is fully remote from a home office, with occasional travel and potential in-person work in the Waterloo region.

Underwrite complex, high-value Life and Critical Illness insurance cases for high-net-worth clients. Assess medical and financial risks, negotiate solutions with reinsurers and advisors, communicate underwriting decisions, and support procedures, audits, fraud reviews, training, and technical leadership. The role requires extensive large-case underwriting expertise, strong stakeholder management, and knowledge of mortality, morbidity, reinsurance, jumbo limits, aviation, and travel risks.

Underwrite complex, high-value Life and Critical Illness insurance cases for high-net-worth clients. Assess medical and financial risks, negotiate with reinsurers and distribution partners, communicate underwriting decisions, and support procedures, audits, training, mentoring, and continuous improvement. The role provides technical leadership while balancing profitability, risk quality, market competitiveness, and concierge-level service.

Supports Group Account Executives across new business proposals, quoting, renewals, client management, advisor relationships, and group benefits administration. Coordinates with underwriting and internal teams, prepares presentations and renewal materials, monitors timelines, analyzes claims reports, responds to inquiries, maintains CRM records, and contributes to process improvements. The role is designed to develop expertise and relationship-management skills for progression into a Group Account Executive position.

Underwrite complex, high-value Life and Critical Illness insurance cases for high-net-worth clients. Assess medical, financial, legal, and compliance risks; negotiate solutions with reinsurers, MGAs, and advisors; communicate underwriting decisions; improve underwriting practices; deliver training; and provide technical leadership through audits, co-signing, fraud reviews, and Chief Underwriter backup responsibilities.