Advanced Underwriting Consultant

Position: Advanced Underwriting Consultant Hybrid Role
Become a Senior Consultant in Advanced Underwriting with PPI, where you will provide critical underwriting support for high-net-worth clients. Operate in a hybrid environment, facilitating collaboration and strategic analysis on complex cases.

In this pivotal role, your skills will help shape underwriting decisions. You will be responsible for addressing inquiries, carefully reviewing requirements, and collaborating with advisors to ensure timely and informed responses. Your ability to work with both clients and internal teams will drive successful case outcomes while supporting overall company initiatives.

Key Responsibilities:

• Manage inquiries about underwriting eligibility and requirements

• Review medical records and financial information thoroughly

• Package cases for favorable underwriting decisions

• Collaborate with marketing to ensure effective communication

• Consult with leadership for complex case assessments

Requirements:

• Bilingual capability in French and English

• 5-10 years’ experience in an underwriting context

• Industry designations (AALU, FALU) highly preferred

• Excellent communication and relational skills

• Strong time-management and organizational expertise

Leverage your underwriting knowledge with PPI to support our advisors effectively.
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