Life Underwriter, Consultant - Bilingual

Life Underwriter, Consultant (French and English Required) Our client is seeking an experienced and relationship-focused consultant to join a specialized life underwriting team. If you are passionate about solving complex underwriting challenges, partnering with financial advisors, and influencing successful client outcomes, this is an outstanding opportunity to advance your career within a collaborative and highly respected organization. This is a permanent, full-time position. Location: Remote in Canada. Compensation Range: $100-110 k + CAD annually, based on experience. plus bonus targetting 15% of base What You’ll Do You will provide expert underwriting guidance on complex insurance cases while serving as a trusted advisor to financial professionals and carrier partners. You will manage sophisticated cases from preliminary assessment through final underwriting decisions, helping deliver exceptional service and optimal client outcomes. Responsibilities Provide expert underwriting consultation to advisors regarding eligibility, underwriting requirements, and case strategies. Manage complex underwriting files from preliminary assessment through final underwriting approval. Review medical, financial, and supporting documentation to develop comprehensive underwriting recommendations. Package cases strategically to optimize underwriting decisions and achieve the best possible outcomes. Collaborate closely with insurance carrier underwriters to negotiate and manage complex cases. Communicate underwriting decisions, including challenging or declined cases, while providing strategic recommendations and alternative solutions. Review policy amendments, exclusions, and final underwriting decisions for accuracy and completeness. Maintain accurate case documentation and status updates within internal systems. Provide underwriting guidance on non-qualifying and complex cases requiring specialized expertise. Partner with senior leadership on exceptional or highly complex underwriting situations. Contribute to underwriting education initiatives, advisor presentations, and knowledge-sharing programs. Support ongoing projects and continuous improvement initiatives within the Advanced Underwriting team. Qualifications Fluency in both English and French, with exceptional written and verbal communication skills. 5-10+ years of progressive underwriting experience within the life insurance industry. Undergraduate degree in Business or a related field is preferred. Professional underwriting designations such as AALU or FALU are considered strong assets. Experience supporting financial advisors and high-net-worth insurance clients. Exceptional analytical, problem-solving, and decision-making abilities. Strong organizational skills with the ability to manage multiple complex files simultaneously. Excellent relationship-building and consultative communication skills. Advanced proficiency with Microsoft Office applications, particularly Word, Excel, and Outlook. Demonstrated professionalism, sound judgment, and the ability to manage confidential information with discretion. Why Work with Us Our client is committed to developing underwriting professionals who thrive on solving complex challenges and delivering exceptional service. You will collaborate with experienced advisors, carrier partners, and industry experts while expanding your technical expertise and influencing meaningful client outcomes. If you are looking for an opportunity to elevate your underwriting career, contribute strategically, and continue your professional growth, we encourage you to apply. Disclosure: Bilingual Source uses artificial intelligence (AI) technology to assist in screening and assessing applicants for this position. This technology helps us match your unique language skills and professional experience with the specific needs of our clients. Final hiring and interview decisions continue to be made by our human recruitment experts. Vacancy: This is an existing vacancy with immediate availability. Our client is currently seeking a Life Underwriter, Consultant - Bilingual

Provide expert underwriting consultation on complex life insurance cases and serve as a trusted advisor to financial professionals. Manage the end-to-end underwriting process from preliminary assessment to final approval while negotiating with carrier underwriters.

Requires 5-10+ years of progressive life insurance underwriting experience and fluency in both English and French. A bachelor's degree in Business is preferred, and professional designations like AALU or FALU are considered strong assets.

• Bonus

• Problem solvingPreferred
• Microsoft OfficePreferred
• Financial analysisPreferred

Identified from the job description. Confirm important requirements above.

• Life Underwriting
• Bilingualism (English/French)
• Case Management
• Financial Analysis
• Relationship Management
• Consultative Communication
• Medical Documentation Review
• Strategic Packaging
• Negotiation
• Problem Solving
• Microsoft Office
• High-Net-Worth Client Support

• Finance & Accounting
• Consulting
• Management & Leadership

Minimum education

Professional degree

Minimum experience

5+ years

Posting language

English

Working hours

40 hours per week

Seniority

Mid-Senior level

Application method

Direct apply is available