CPBI-ICRA - Job Posting

Job Posting

Renewal Analyst

Organization:: Sun Life Financial
Province: Alberta
Location: Calgary
Start Date: 29-Jun-2012

Description:
You believe life is about aiming high and making an impact. At Sun Life Financial, we work together, share common values and help each other grow and achieve goals.

With roots tracing back to 1865 in Canada, Sun Life Financial has grown to become an established and trusted name in insurance and financial services, with offices and operations in key markets around the world. We recognize that our growth, success and reputation for excellence are due in large measure to our talented and dedicated employees.

Role Summary:

Reporting to the Business Development Director, the Renewal Analyst will support a regional team of Account Executives in maximizing renewal outcomes for SLF. This is done by providing insights into the claim experience through obtaining data and analysis beyond that included in the normal renewal package from underwriting, integrating this information with any applicable current events in the client's environment, and in consultation with the Account Executive, positioning the renewal for the advisor. Based on the financial position of a group and the anticipated renewal action, the BDD will determine which renewals the Renewal Analyst will become involved in, and it is anticipated that these will not necessarily be the same renewals from year to year. This role does not directly interact with advisors/clients.

Main Accountabilities:

• Review analyzes and evaluates claim experience for trends that may impact the renewal and makes recommendations on the renewal positioning
• In conjunction with the Account Executive, collaboratively work with underwriting to articulate rationale for renewal increases
• Work in collaboration with the Account Executive to develop the renewal strategy and supporting rationale that will be provided to the client
• Develop renewal letter and supporting documentation for the Account Executive to present to client

Requirements:
Competencies:

• Strong knowledge of advisor environment and expectations
• Ability to creatively position renewals to maximize renewal outcomes
• Solid understanding of underwriting and renewal methodology
• Solid understanding of GB products and processes
• 3 to 5years in a group underwriting/technical analyst role
• Post-secondary education
• CEBS or GBA designation

Please apply online at: https://sunlifefinancial.taleo.net/careersection/10160/jobdetail.ftl?lang=en&job=UND00805&src=JB-10