Underwriting Consultant, Large Cases

Job Description

Are you passionate about financial underwriting? You combine in-depth knowledge of underwriting with advanced sales concepts. Sharing your knowledge is part of your daily routine, and you are committed to providing an exceptional service experience.

Join our dynamic and expanding team to contribute to the growth of our department and propel your career to new heights. You will collaborate with various departments and participate in improving our high-standard personalized service in partnership with our sales force.

Your role:

• Evaluate risks in life insurance, critical illness, and disability, and provide high-level expertise for advanced financial selection.

• Produce high-quality evaluations with a service turnaround time of less than 24 hours.

• Negotiate with reinsurers and the sales force.

• Offer advisory, support, and coaching services as a financial analysis resource within the underwriting teams.

• Share your knowledge with various departments, including monitoring and quality control of agents and MGAs.

• Work closely with the financial and tax solutions team to provide comprehensive service, including preliminary analysis of large case underwriting files to generate new business, and be available for any questions related to Mid Market underwriting.

• Conduct presentations and training sessions on Mid Market underwriting for MGAs and advisors regarding IA's underwriting philosophy, new guidelines, or clarifications of existing rules.

Desired qualities:

• Excellent financial analysis skills.

• Ability to communicate and explain complex concepts using your expertise.

• Excellent negotiation skills.

• Client and advisor-oriented with a continuous improvement mindset.

• Excellent communication and presentation skills.

• Ability to plan, organize, and manage multiple tasks.

Requirements:

• University degree (BAC) and/or 10 years of relevant underwriting experience, including at least 5 years as a Mid Market underwriter.

• ALU designation (an asset).

• FLMI designation (an asset).

• Bilingualism, french and english

Location(s)Quebec / 1080, Grande Allee West

Other Possible Location(s)Montreal / 1981 McGill College Avenue
Company

iA Financial Group

Posting End Date2026-08-04

Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.