Teams at Sun Life Financial, Inc.

Lead development and maintenance of underwriting rules to increase straight-through underwriting. Analyze underwriting data, support analytical model development and monitoring, conduct protective value studies, drive cross-functional innovation projects, and train/support underwriting operations on tools and processes.

Provide holistic life and health financial advice by phone and digital channels, assess client needs, recommend insurance solutions, maintain licensing, collaborate with branch and support teams, use planning tools to help clients prepare for retirement, and identify improvements to enhance client experience.