Senior Consultant, Advanced Underwriting
Core
Senior underwriting consultant providing advanced underwriting support for complex new business cases, managing applications from preliminary assessment to final approval, and consulting with advisors and carriers.
Role type
Senior IC underwriting consultant
Builds
Underwriting decisions and policy approvals for high-net-worth clients
Domain
Insurance / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Advanced underwriting expertise, bilingual communication (French/English), complex case management, stakeholder consultation, regulatory compliance knowledge, financial and medical data analysis, strategic marketing support
Preferred skills
AALU or FALU designation, high-net-worth market experience, Microsoft Office proficiency
Technologies
WealthServ, Underwriting repository, Microsoft Word, Excel, Outlook
Responsibilities
Review medical and financial requirements including LHE reports, APS reports, and expert interviews; package cases to optimize underwriting decisions; consult with advisors on eligibility and underwriting requirements; manage communication with insurance carriers to meet turnaround timelines; discuss unfavorable decisions and reconsideration criteria with advisors; provide content for underwriting training initiatives; handle confidential underwriting information with discretion.
Seniority
Senior, hands-on IC