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Join a Firm Redefining Excellence in Financial Services Our client is a well-established and highly respected financial services firm, known for innovation, integrity, and an unwavering commitment to delivering an exceptional client experience. Their continued success is built on deep industry expertise, trusted relationships, and a strong focus on the growth and well-being of their people.
They are seeking an Underwriting Manager to lead, mentor, and inspire a high-performing team responsible for managing client files throughout the full life insurance underwriting process. This is an exciting opportunity to join a top-tier organization that values collaboration, continuous improvement, and empowering its people to excel.
If you are an analytical, service-driven professional who thrives on blending technical expertise with team leadership, this could be the next step in your career.
Position Overview
The Underwriting Manager plays a key role in guiding the underwriting team to deliver a seamless, efficient, and client-focused experience from application to policy issuance.
This role combines leadership, operational excellence, and technical underwriting expertise — ensuring every case is handled with precision and care. The successful candidate will also partner with senior leadership to grow a new revenue stream by extending the firm’s underwriting services to external agents and brokers.
Key Responsibilities Underwriting Leadership
- Oversee the complete underwriting process to ensure accuracy, compliance, and proactive case management.
- Conduct pre-underwriting reviews to optimize case outcomes.
- Provide expert guidance on complex or impaired risk cases and support advisors with accurate application completion.
- Apply advanced knowledge of carrier guidelines, medical terminology, and financial documentation to improve submission quality.
- Identify and resolve potential challenges quickly to maintain workflow efficiency.
Process & Relationship Management
- Continuously refine underwriting processes to enhance efficiency and elevate client experience.
- Build and maintain strong relationships with carriers, vendors, and internal teams.
- Coordinate medical exams, tele-interviews, and client follow-ups with professionalism and accuracy.
- Partner with carriers and internal stakeholders to ensure clear, timely communication.
- Collaborate with leadership to expand underwriting services to external partners.
People Development & Team Culture
- Lead, coach, and mentor a team of Underwriting Associates and Specialists.
- Foster a culture of accountability, collaboration, and growth.
- Set clear performance expectations, monitor progress, and celebrate achievements.
- Encourage innovation and support continuous learning and professional development.
Compliance & Quality Assurance
- Ensure compliance with all company, privacy, and regulatory standards.
- Promote diligence, accuracy, and confidentiality across all documentation and communication.
- Maintain rigorous quality control throughout the underwriting lifecycle.
Qualifications
- Certificate or Diploma in Business Administration, Insurance, or a related field.
- LLQP license required.
- 3–5 years of experience in life insurance underwriting, case management, or new business operations.
- In-depth knowledge of life insurance products, underwriting principles, and risk assessment.
- Proficiency with carrier systems, CRM, and case management software.
- Proven leadership or mentoring experience.
- Professional designations such as FLMI, ACS, AALU, or CLU are considered assets.
Core Competencies
- Client-Focused: Anticipates client needs and delivers exceptional service.
- Results-Oriented: Achieves accuracy and timely outcomes in a fast-paced environment.
- Leadership: Inspires, supports, and empowers team members.
- Communication: Communicates clearly, professionally, and consistently.
- Initiative: Takes proactive steps to drive improvement and resolve challenges.
Why You’ll Love Working Here
- Join a highly successful, growth-oriented firm with an outstanding reputation.
- Work in a people-first culture that values mentorship, collaboration, and professional development.
- Play a key role in shaping a growing division, supported by strong leadership.
- Enjoy a dynamic, empowering environment built on integrity and excellence.
This is more than a management opportunity — it’s a chance to make a lasting impact within a company that genuinely invests in its people and their success.
At Aplin — together with our brands CompuStaff and Impact Recruitment — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.