Senior Consultant, Advanced Underwriting

Responsibilities

• Respond to queries from advisors and marketing staff regarding eligibility criteria, underwriting requirements, etc., providing consultation options and recommendations that address the needs of the client.
• Discuss unfavourable decisions and any reconsideration criteria directly with advisors to ensure a strong understanding of the decision, involving the marketing team where appropriate.
• Review any amendments and/or exclusions as part of the final decision review to ensure they appropriately reflect information developed throughout the underwriting process.
• Work closely with the Advanced Underwriting Administrative Specialist to ensure that all case status information, actions and activities are entered in WealthServ and confidential underwriting information is uploaded to the Underwriting repository.
• Provide underwriting support for non-qualifying cases by responding to preliminary inquiries for underwriting opinions, as well as requests for assistance regarding substandard or declined mass market cases.
• Consult with the Vice-President and/or Director of Advanced Underwriting, and insurance carrier underwriters as required on any complex cases or preliminary assessments which require exceptions to stated limitations.
• Act as a strategic marketing agent by providing content for Advanced Underwriting initiatives on qualifying cases, including marketing presentations and underwriting training initiatives offered to advisors and their administrative staff.
• Take on or provide assistance with other projects or tasks as necessary and as directed by the Vice-President and/or Director, Advanced Underwriting.
• Education, Experience and Ski

Additional Information

Job Description PPI company overview: PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help advisors elevate and grow their business with a socially responsible mindset. At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses. When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact. Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way. PPI is pleased to provide employees with the flexibility of a hybrid work environment. This role is eligible for working from home up to 3 days per week. For more information about PPI visit: www.ppi.ca . Senior Underwriting Consultant, Advanced Underwriting: The Senior Underwriting Consultant, Advanced Underwriting, works closely with PPI advisors in providing an advanced level of underwriting support in managing complex PPI qualifying new business cases. The Senior Underwriting Consultant is responsible for proactively managing all aspects of new business cases including preliminary advanced underwriting files, new applications to the point of final underwriting approval, as well as any underwriting-related policy changes. The Senior Underwriting Consultant is a unique and valued intermediary that represents the interests of PPI advisors and PPI carriers.

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