Summary
Overview
Work History
Education
Skills
LANGUAGES
Timeline
Generic

Jade Tremblay-Labelle

Summary

Detail-oriented professional with proven track record of success in providing accurate and timely underwriting decisions for a variety of insurance products. Skilled in utilizing data analysis to evaluate and assess risk potential and develop underwriting guidelines to meet company objectives. Adept at working with clients to ensure proper coverage and to minimize potential losses.

Overview

4
4
years of professional experience

Work History

Medical Life Underwriter

RBC Insurance
06.2024 - Current

Approval limit of 1 million.


  • Assessed risk factors linked to diverse life insurance policies.
  • Consulted with reinsurers on complex cases to facilitate approvals.
  • Reviewed high-value risks using underwriting guidelines to ensure accurate pricing.
  • Documented underwriting decisions while ensuring compliance with regulations.
  • Determined risk levels to inform recommendations for approval and denial.

Life Insurance Underwriter

SunLife Canada
09.2023 - Current
  • Evaluate new business and existing policies for renewal or termination based upon changes in personal circumstances or risk profile.
  • Assess risk factors associated with various types of life insurance policies.
  • Consult with reinsurers on complex cases to secure approval for policy issuance.
  • Analyze financial statements, medical records and other relevant documents to determine insurability of applicants.
  • Utilize underwriting guidelines to review and assess high-value risks and accurately price policies.

Underwriting Development Program

SunLife Canada
09.2021 - 09.2023

September 2021-March 2022: Tele-interviewer

  • Recorded information into database during interviews for documentation purposes.
  • Administered interviews by following scripts and using appropriate interviewing techniques and protocols.


March 2022-November 2022: Case manager

  • Participated in team meetings to discuss case management strategies for individual cases.
  • Maintained accurate records of client progress and documentation of all contacts with clients.
  • Demonstrated success in building relationships with clients and providing emotional support.


November 2022-September 2023: Reinsurance analyst

  • Performed detailed financial analysis of various types of reinsurance transactions including treaty, facultative, and quota share agreements.

Education

Dawson College
Montréal, QC

Skills

  • Risk assessment and analysis
  • Decision making
  • Time management
  • Efficient service delivery
  • Insurance expertise
  • Liability determination
  • Creative problem-solving
  • Underwriting guidelines adherence
  • Data analysis
  • Documentation review

LANGUAGES

English - Native
French - Native

Timeline

Medical Life Underwriter

RBC Insurance
06.2024 - Current

Life Insurance Underwriter

SunLife Canada
09.2023 - Current

Underwriting Development Program

SunLife Canada
09.2021 - 09.2023

Dawson College
Jade Tremblay-Labelle