About the role
FinEx AI summary
Role supports management of Sun Life's participating business: recommending bonuses/discretionary benefits, producing asset share reports, and determining policyholder illustrations and regulatory disclosures. Candidates should be qualified actuaries with strong Excel and analytical skills. Experience with AXIS, Prophet ALS, or Hong Kong Par management is advantageous.
Core skills
Participating (Par) business managementBonus and discretionary benefits recommendationAsset share reportingPolicyholder illustration and regulatory disclosuresMicrosoft ExcelAXIS