PHI Underwriting Associate
Sun Life Financial
Waterloo, ON
At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine.

Job Description:
What will you do?

Assess information provided by the client in their application to determine eligibility for Personal Health Insurance.
Communicate underwriting decisions effectively to Advisors in the Career Sales Force and Wholesale channels.
Review information provided by the client in their application to determine eligibility for Personal Health Insurance in accordance with Sun Life's guidelines. On occasion, information from the client's physician is also considered in the assessment.
Communicate and explain PHI underwriting decisions effectively to the sales force and respond to any inquiries.
Review PHI claims history on new contracts to determine if exclusions are required on the contract or a rescission is warranted.

What do you need to succeed?

Ability to exercise sound judgment
Strong decision making skills
Excellent written and verbal communication skills
Strong customer service focus and ability to work effectively with advisors
Proven time management and organizational skills
Ability to work independently and as part of a team
Familiarity with Customer Service Workbench
Medical Terminology course completion preferred
Knowledge of individual insurance products and tools preferred
Bilingual (English and French) preferred
  • Vacation time may be limited during peak periods to ensure adequate coverage is maintained. Depending on volumes, overtime may be required
What’s in it for you?

Joining a reputable organization with over 150 years of history
Flexible Benefits from the day you join to meet the needs of you and your family
Access to our Global Learning Centre, available 24/7 for your learning needs
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

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

Salary Range:
37,100/37 100 - 60,500/60 500

Job Category:
Underwriting - Individual

Posting End Date: