Senior pricing advisor developing group insurance strategies for Desjardins, North America’s largest cooperative financial group. Setting renewal and contract rates while optimizing growth and profitability.
About the role
- Specialty Skills Associate supporting complex life and health insurance requests at Sun Life. Managing controls, resolving issues, and improving operations across legacy insurance systems.
Responsibilities
- Process client, advisor, system, and control-related work daily while managing priorities to meet service standards
- Deliver exceptional service to Advisors and Clients
- Develop and apply knowledge of Traditional Life, Universal Life, and Health Insurance products across legacy platforms and companies
- Monitor and manage system controls, investigate exceptions, identify root causes, and resolve issues
- Identify risks, close process gaps, and recommend process improvements
- Leverage digital tools, automation, and AI-enabled solutions to improve efficiency and decision-making
- Collaborate with internal partners to support business objectives and improve operational outcomes
Requirements
- Experience in the life insurance industry
- Knowledge of Traditional Life and Universal Life Insurance products
- Ability to quickly learn and navigate multiple systems, applications, and business processes
- Strong analytical and problem-solving skills
- Ability to connect information, identify trends, and investigate issues
- Curiosity and a continuous improvement mindset
- Ability to self-motivate, self-direct, and work independently in a fast-paced, evolving environment
- Strong ownership and accountability for accurate, timely, and high-quality work
- Excellent communication and relationship-building skills
- Commitment to continuous learning and expanding knowledge of products, systems, controls, and business processes
- Ability to adapt to new technologies, including AI-enabled tools
- Bilingualism in French and English, both oral and written, required for Quebec locations
- Proficiency in CSW (Customer Service Workbench), Ingenium Life, MLIF, and TSO preferred
Benefits
- Hybrid work arrangement with flexibility to work from the office and virtually
- Supportive, flexible, and inclusive work environment
- Learning, growth, and career development support
- Incentive plans for eligible employees, with payments discretionary and subject to individual and company performance
- Accommodation support during the application process
- Opportunities to work with global colleagues and make a meaningful difference for Clients and communities
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Financial Model Risk Management Lead independently validating finance and analytics models. Strengthening risk governance for Affirm’s transparent buy - now - pay - later credit platform.
Senior Risk Management Advisor shaping strategic initiatives for Desjardins, North America’s largest cooperative financial group. Advising leaders, developing risk policies, and coordinating complex cross - sector projects.
Branch Manager leading commercial insurance operations for BrokerLink, a Canadian insurance brokerage. Managing branch growth, profitability, staffing, customer service, and team development.
Insurance sales and service associate helping Jerry customers manage auto, home, motorcycle, and other policies. Supporting customers through calls, coverage matching, policy changes, and service requests.
Bilingual insurance consultant converting employer - plan members for Sun Life, a global financial - services company. Recommending insurance solutions by phone and meeting sales and premium targets.
Manulife financial - services risk director leading GWAM RCSA, control testing, and operational - risk governance. Partnering with business leaders to strengthen accountability, compliance, and risk ownership.
Senior Analyst validating financial risk models for Manulife, an international financial services provider. Assessing model adequacy, implementation, risks, and regulatory policy compliance.
Accounting assurance co - op student supporting BDO Canada client engagements. Preparing working papers, compiling financial information, and gathering evidence for assurance assignments.
Bilingual insurance consultant converting employer - plan members for Sun Life, a global financial services company. Recommending insurance solutions and meeting sales targets through phone consultations.