Join PPI as a Senior Consultant in Advanced Underwriting, providing comprehensive support for insurance advisors with a focus on complex business cases in a hybrid work model.
In this full-time role, your expertise will guide PPI advisors through the intricate underwriting process, ensuring timely collaboration and communication with both advisors and insurance carriers. You'll be responsible for managing new applications, addressing queries, and optimizing underwriting decisions for favorable outcomes.
Key Responsibilities:
• Respond to advisor inquiries regarding underwriting criteria
• Manage preliminary assessments and applications
• Collaborate proactively with insurance underwriters
• Discuss decisions with advisors for clear understanding
• Maintain accurate case status in WealthServ
Requirements:
• Bilingual in French and English
• 5-10 years of underwriting experience
• Strong analytical and problem-solving skills
• Excellent communication a...