Proposal Specialist preparing proposals and pricing for CellCarta, a precision medicine laboratory services provider. Coordinating CRM tracking, stakeholders, RFIs, and clinical study documentation.
About the role
- Senior Group Underwriter at Sun Life managing risk selection and pricing for Group Life and Health benefits. Collaborate with sales teams to ensure client needs are met and profitability objectives achieved.
Responsibilities
- You will be responsible for the risk selection and pricing of Group Life, Disability, Health, Dental and Critical Illness benefits
- This includes renewing our existing business, providing pricing and advice on plan change requests as well as assessing new business opportunities
- You will work closely with our sales team to meet sales and profitability objectives as well as client needs
- Complete renewals, quotations and respond to client requests within service standards
- Develop a strong understanding of our products and services, underwriting guidelines, systems and tools, pricing methodologies and the marketplace
- Assess risk and determine the price, financial and contractual conditions of Sun Life's Group Benefits offering for each Plan Sponsor
- Develop an understanding of the administrative, contractual and legislative Group Benefits environment
- Build strong relationships with our sales people, working in partnership with them to sell renewals and quotations
- Work with our sales people to ensure a clear understanding of our clients, their needs and their respective risk profiles
- Strive to meet client needs, including providing insight and creative solutions to help solve client issues around risk and cost of their group benefits plan
Requirements
- 4+ years of Group Underwriting experience
- Excellent numerical and analytical skills
- A thoughtful approach to decision making with an ability to apply judgement to unique situations
- A solutions mind set where you are able to balance the needs for profit against growth
- A curiosity about our clients and their needs where you are constantly looking for creative ways to do the best for us and them
- Ability to negotiate and make decisive timely decisions
- Ability to work effectively with Microsoft and Excel application
- Highly organized with excellent time management skills
- Ability to work independently
- Excellent interpersonal skills and strong cross-functional team skills
- Ability to clearly explain your decisions, both written and verbal
- A positive attitude with a commitment to high quality work and service excellence.
Benefits
- Medical, dental, life, and disability insurance
- Retirement savings and Stock purchase plan
- Paid vacation
- Tuition assistance
- Fitness facilities or subsidiaries in specific locations
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