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Sun Life Financial, Inc.

Best Practices Consultant, Group Underwriting

Reposted Yesterday
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In-Office
4 Locations
Junior
In-Office
4 Locations
Junior
The Best Practices Consultant is responsible for training new hires and existing staff in group underwriting, coaching, and performing quality reviews to improve performance.
The summary above was generated by AI

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Location: hybrid
 

Reporting to the Group Underwriting Best Practices Manager of the training team, the Best Practices Consultant is responsible for delivering training to new hires and existing staff on the SunSolutions and National Accounts teams. In addition to training delivery, the Best Practices Consultant is responsible for improving performance through coaching and mentoring activities and completing monthly quality reviews.

What will you do?

  • Deliver new hire training and new skill training for group underwriters
  • Perform training audits
  • Support trainees
  • Create and update training material and documentation in our Wiki
  • Create e-learning modules
  • Support our Quality Review program
  • Support the Group Underwriting Best Practices team by participating in projects and answering inquiries
     

What do you need to succeed?

  • Minimum 2 years of Group Underwriting experience
  • Familiar with large case underwriting and financial reports
  • Strong presentation and facilitation skills
  • Ability to train, coach and mentor others
  • Excellent oral and written communication skills
  • Proven analytical, problem solving and research skills
  • Ability to multi-task
  • Ability to work independently and in a team environment
  • Strong computer skills and Microsoft Office software skills    
  • Knowledge of other Group Benefits Departments
  • Knowledge of adult education principles and practices is an asset
  • Continuous improvement mindset
  • Curious about technology and new innovative solutions using GenAI
  • As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position reports to a unilingual English-speaking manager outside Quebec.

​​

Reasons why you should join us under the sun

  • Being a member of the Sun Life family, a group of people united by our Purpose to help Clients and Employees achieve lifetime financial security and live healthier lives
  • A friendly, collaborative and inclusive culture
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • Pension, stock and savings programs to help build and enhance your future financial security
  • Wellness programs that support the three pillars of your health – mental, physical and financial

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.  

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

60,000/60 000 - 97,000/97 000

Job Category:

Underwriting - Group

Posting End Date:

16/02/2026

Top Skills

Genai
MS Office

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