Bilingual Group Underwriting & Contract Analyst

Accounting & Finance
Details:
Bilingual
Contracts
Analytics
Bilingual
October 8, 2019
Updated on
November 14, 2019
Valid until

Reporting to the Manager, Group Underwriting & Contracts Administration, the Bilingual Group Underwriting & Contract Analyst is responsible

Reporting to the Manager, Group Underwriting & Contracts Administration, the Bilingual Group Underwriting & Contract Analyst is responsible for five distinct areas of work for the Special Markets Solutions division:

1. French Translations & Special Projects:  

- responsible for French Translations of team documentation;  

- assist with year-end reporting and quarterly compliance-related auditing of team processes;  

- assist in resolving administration-related and claims-related queries regarding the interpretation of contract terms.

2. Group Underwriting (New Business Quotations & Renewals):

- prepare and issue new business proposals, in accordance with the requested external deadline and within the Solutions turn-around commitment.  Proposals are to incorporate applicable product features, premium rates, marketing plans and administration requirements, using applicable proposal templates as a starting point;  

- responsible for processing the annual renewal of inforce business, by conducting a renewal analysis and preparing a formal summary of renewal recommendations and policy statistics to send to the policyholder/broker;  

- responsible for accurately implementing all required changes.

3. New Business Implementation:  

- create and issue new group policy contracts using approved contract templates as a starting point;  

- assist in the creation and maintenance of policy specific Insurance Benefits Summaries (IBS) and Insurance Booklets;  

- responsible for the set-up of newly placed business on the CLASS mainframe system.  To ensure accurate billings, reinsurance and commission handling;  

- will attend and may inititate new business implementation meetings as needed. They are responsible for communicating with various departments and teams to obtain required documents and information.

4. Ongoing Contract Administration:  

- assist in the creation and issuance of Amendments to existing group policy contracts;  

- assist in the periodic re-write of selected group policy contracts to bring the policy wording up-to-date with current wording and/or administrative practices, while ensuring continuity by upholding the intent of the original contract.

5. Marketing Support  

- review and provide technical and practical input to Marketing material such as brochures, applications, rate cards, websites and special Direct-Marketing specific material.  They will ensure Marketing material complies with policy-specific contract provisions, administration and underwriting requirements, company guidelines and applicable legislation.

*Job Requirements*  

- Bilingualism (French/English) required  

- University degree or diploma in relevant field is considered an asset  

- In the absence of a university degree or diploma, four to five years of Group Insurance work experience is considered an asset  

- Strong organizational skills  

- Proven ability to multi-task and manage a high volume of complex, diverse functions, meet deadlines and work independently with minimal supervision  

- Analytical skills and attention to detail and quality  

- Strong verbal and written communication skills  

- A team player, with ability to work and communicate with various departments  

- Responsive to the needs of Solutions staff and clients  

- Sound knowledge of MS-Windows based applications, including Word and Excel