Renewal Analyst

Posted 10 Days Ago
Be an Early Applicant
Metcalfe, Ottawa, ON
5-7 Years Experience
Fintech • Payments • Financial Services
The Role
The Renewal Analyst will support Corporate Account Executives in maximizing renewal outcomes for clients by providing insights into claim experience, analyzing data trends, and working in tandem with the underwriting department. The role requires strong analytical and interpersonal skills, attention to detail, and bilingualism in French and English.
Summary Generated by Built In

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:

The Renewal Analyst will support a regional team of Corporate Account Executives with clients over 50 lives (Sun Solutions) in maximizing renewal outcomes for SLF. This is done by providing insights into the claim experience through obtaining data and analysis beyond what is included in the normal renewal package from underwriting and integrating information with any applicable current events in the client's environment.

What will you do:

  • Assist the Account Executive in developing the renewal strategy and supporting rationale

  • Recommend to the Account Executive means of positioning renewal increases as proposed by underwriting

  • Investigate and analyze claim experience for trends that impact the renewal

  • Verify background renewal data and check for accuracy

  • Work in tandem with the group underwriting department.

What do you need to succeed:

  • Post-secondary education Minimum 5 years of underwriting/technical experience

  • Able to work with various analysis rate tool software

  • Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

  • CEBS or GBA designation is an Asset.

Preferred skills:

  • Strong understanding of Group Benefits and processes

  • Analytical/Data analysis skills

  • Math and Underwriting skills

  • Attention to detail

  • Interpersonal skills

  • Team work and collaboration skills

  • Strong writing skills.

What's in it for you:

  • 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

  • We’re honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work® Canada

  • 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

#LI-Hybrid

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].

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

Salary Range:

54,300/54 300 - 88,300/88 300

Job Category:

Underwriting - Group

Posting End Date:

23/09/2024

The Company
Toronto, Ontario
499 Employees
On-site Workplace

What We Do

A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years

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