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(Senior Underwriting Consultant
2 months ago
高级核保顾问 - 大额保单(Senior Underwriting Consultant – Large Case)
恒信认识到,您的工作生活不仅仅是做一份工作;更是要融入工作氛围,以便取得成长并充分发挥潜力。我们的工作氛围十分友好,促进合作,同时我们认识到,公司的增长与成功离不开爱岗敬业、积极进取和服务客户的员工。立即加入恒信。
职位头衔: 高级核保顾问 - 大额保单(Senior Underwriting Consultant – Large Case)
汇报对象: 个人核保总监
部门: 个人核保部
任期: 永久全职
工作安排: 全部时间在家办公。必要时,您可能需要前往我们位于安大略省滑铁卢的办公室或滑铁卢地区的其他指定地点。与销售相关的职位可能需要根据任务出差。
发展机会: 恒信正在发展壮大,我们正在寻找一名具有大额保单经验的高级核保顾问。我们的核保人员负责评估寿险和重疾保险产品,并参与传统核保和数据化核保方面的专门项目。该职位对恒信的成功至关重要,是在“滑铁卢地区最佳雇主”之一工作的绝佳机会,同时还能为未来发展职业技能。
工作内容:
在所有核保领域应用丰富的整体核保专业知识,包括针对富裕和高净值加拿大人的医疗、财务和非医疗风险因素
为其他核保人员提供指导、培训和联署服务
对工作质量和数量始终高度负责,并取得良好的审计结果
确保达到服务标准,既能独立工作,又能与其他核保人合作,确保团队取得成功
提供一流的客户体验
参与传统项目和数据化项目
评估索赔、撤保和复效
为我们的分销合作伙伴、同事、内部和外部业务合作伙伴准备、介绍和引导发展机会
遵守适用于隐私、信息披露和风险分类的法律要求、消费者法规和再保险条约
倡导不断提高核保专业水平
拓展风险管理技能,参与传统核保和数据化核保方面的专业项目
可能需要出差
资格要求:
在医疗、财务和非医疗核保方面掌握丰富的技术知识
拥有出色的分析和问题解决能力以及积极主动的心态
能够适应动态的工作环境,灵活适应重点任务的变化
拥有实现个人和团队目标的负责任心态
拥有良好的再保险关系和出色的谈判技巧
拥有较强的书面和口头沟通能力
熟练使用数据作为核保工具或愿意学习
对所有工作都充满好奇心
大专或大学学位或同等学历
拥有 5 年以上寿险和重疾保险专业经验,以及富裕和高净值市场经验
已考取或正考取 FLMI/FALU/ CPU 头衔
致力于不断学习和参与教育培训活动,以了解最新的医疗知识和行业核保趋势
熟练掌握 MS 办公套件
懂得以下任何两种语言者优先考虑:英语、法语、粤语或普通话
待遇及福利:
平衡工作与生活,将员工福祉放在首位
年度奖金计划、年假津贴以及公司支付的福利计划
每年有一日额外的带薪志愿者日,让您有时间回馈社会
可立即加入由雇主提供对等金额的公司养老金计划
设有员工资源小组,支持包容性工作环境
学费支持和专业课程援助
提供全方位服务的餐厅,每天有多种选择
购买本公司产品和服务享受折扣,享受员工专门福利
定期举办 “EQ Together” 活动,重点关注公司的团结和合作
作为招聘/录用程序的一部分,您需要:
提供两份专业推荐信(至少一名主管或以上职位人员)
要了解更多有关恒信的信息,我们鼓励您了解我们的组织。
恒信致力于在整个组织内提供平等的就业机会。如果您想以其他方式接收我们的招聘信息,或需要在申请过程中提供便利,请联系我们的人力资源团队 careers@equitable.ca。
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