_{17th June, 2025}

POSITION SUMMARY
Are you an experienced Group Benefits Underwriter ready to step into a more strategic role? Do you enjoy transforming complex data into meaningful insights that drive real impact? A well-established and highly respected boutique consulting firm is seeking a Technical Analyst - Underwriter to join their close-knit, collaborative, and growing team.
  
Specializing in customized group benefits solutions for municipalities and public sector clients across Ontario, this firm is known for its family-oriented culture, deep industry expertise, and exceptional service standards.
  
Reporting to the Manager, Technical Services, the Technical Analyst - Underwriter will play a critical role in supporting Account Executives by delivering detailed analysis, strategic reporting, and thoughtful recommendations that help clients make informed decisions about their benefit plans.
  
This is a rare opportunity for an experienced Group Benefits Underwriter or Technical Consultant to transition to the advisory side, where your technical skills, insight, and voice will directly contribute to client success.
  
RESPONSIBILITIES

• Analyze and negotiate group insurance renewals, reviewing insurer assumptions, and recommending alternate strategies to benefit clients.
• Lead the marketing process, including the preparation of specifications, coordinating insurer responses, and conducting comparative analysis of quotes.
• Review and validate refund accounting statements and ASO financial reconciliations for accuracy and completeness.
• Prepare detailed client-ready reports for renewals, marketing, and financial reconciliations, including clear commentary and recommendations.
• Calculate 9-month renewal projections for budgeting purposes and respond to other client-specific experience review requests.
• Provide pricing models for planning design changes and support Account Executives in illustrating the financial impact of various scenarios.
• Identify risks or improvement areas in plan design based on client goals and claims experience.
• Stay current on industry trends and build positive relationships with insurance carriers and other partners.

  
QUALIFICATIONS

• Minimum 5 years of experience in group benefits, preferably as a Group Benefits Underwriter at a major insurer or in a technical analyst role with a brokerage or consulting firm.
• Post-secondary education in business, actuarial science, mathematics, or a related field. A university or college degree is required.
• Industry designations such as CEBS, GBA, or working toward completion are considered an asset.
• Strong working knowledge of group benefits products, funding models (ASO, insured, refund accounting), and renewal/pricing methodologies.
• Experience with public sector or unionized group benefits is an asset.

  
SKILLS & COMPETENCIES

• Advanced proficiency in Microsoft Excel (including pivot tables, formulas, data modeling).
• Exceptional written and verbal communication skills – able to summarize technical concepts in client-friendly language.
• Strong analytical, mathematical, and problem-solving capabilities.
• Highly organized, detail-oriented, and able to manage multiple priorities and deadlines.
• Proactive and solutions-oriented, with the ability to work independently and collaboratively in a small, team-based environment.
• Client-focused mindset with a high level of professionalism and discretion.

  
WHY JOIN THIS TEAM?

• Work with a firm that has built a 50-year reputation for integrity, client service, and long-standing relationships.
• Join a tight-knit, family-oriented culture where collaboration, support, and mutual respect are deeply valued.
• Benefit from a hybrid work model (2 days/week in-office) offering flexibility and autonomy.
• Be part of a stable and trusted company where many employees have grown their careers long-term.

This job description represents the general responsibilities and duties of our client’s position but should not be construed as an all-inclusive detailed job description.
  
Confidentiality Note
This search is being conducted confidentially. Details regarding the organization and its operations will be shared with qualified candidates during the interview process.
  
At The Talent Company, we recognize the value of different perspectives and experiences to prompt innovation, spark creativity, and solve problems. As an equal employment opportunity organization, we do not discriminate against any employee or applicant for employment based on race, Aboriginal peoples, members of visible minorities, sex, age, national origin, religion, sexual orientation, gender identity, persons with disabilities and all other categories protected by law. 
  
We are committed to Equal Opportunities and welcome applications from all sections of the community. Please let us know if an adjustment or adaptation is required at any stage to support you during the recruitment journey.

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