Advanced Markets, Case Management (Bilingual MandarinEnglish)

The Opportunity: At Equitable we believe great things happen when we work together. Were a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If youre passionate about making a difference and growing your career in an inclusive and collaborative environment wed love to hear from you. Our culture is built on care passion and curiosity. We put people above all else strive to be our best and welcome new ideas to deliver positive experience is at the core of Equitables strategy and the onboarding journey sets the foundation for lasting advisor and client relationships. As an Advanced Markets Case Manager youll deliver a proactive whiteglove experience for HighNetWorth advisors and clients managing complex highvalue life insurance cases from application to this externalfacing role youll act as the primary strategic partner for HNW advisors navigating sophisticated cases resolving escalations and collaborating closely with underwriting risk compliance pricing and distribution teams. Your technical expertise and relationshipdriven approach will directly influence placement and revenue outcomes for large ($5M) and jumbo ($10M) cases while advancing Equitables differentiated newbusiness service one of the regions top employers and be part of something that truly makes a Arrangements: This is a hybrid role. You will work in our office in Waterloo ON a minimum of two (2) assigned consecutive days every other week plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum youll do:Act as the primary strategic partner for HighNetWorth (HNW) advisors and wholesalers delivering expert guidance and a proactive whiteglove experience on complex highvalue endtoend ownership of largefaceamount cases managing onboarding from application through policy issue and independent judgment to re-prioritize case volumes based on business impact case complexity and placement deadlines overriding standard handling instructions when necessary to secure high-value as the key liaison between external partners and internal Underwriting Risk Legal and Operations teams to ensure alignment transparency and timely and analyze complex financial and medical information developing alternative strategies that advance cases while maintaining risk and regulatory prioritize and manage cases based on business impact complexity and placement deadlines to secure highvalue disciplined workflow balancing:Processing time (reviewing documents updating systems managing requirements)Phone time (advisor calls underwriting discussions vendor coordination)Strategic time (planning prioritizing and anticipating case needs)Resolve escalations and negotiate case solutions balancing advisor expectations with corporate governance complex underwriting tax and legal requirements into clear actionable guidance that drives case manage followups documentation and communication to ensure audit readiness and accountability across all workflow tools and performance data to manage deadlines track progress and achieve placement and revenue and lead process improvements to enhance speedtoissue service quality and competitiveness in the Advanced Markets youll bring:35 years of experience in life insurance new business underwriting support or case management (largecaseexperience strongly preferred).Fluency in both Mandarin and English is required for this position including the ability to speak read and write proficiently in both languagesStrong understanding of life insurance products underwriting processes and financial documentation deep understanding ofadvanced underwriting scenarios complex financialriskor wealth planning strategiesProficiencywith tax structuringand orestate planning conceptsExceptional communication skills both verbal and writtenadditionallanguages to manage multiple complex cases simultaneously whilemaintainingaccuracy and service levelofdiscretionprofessionalism new business processing systems workflow tools and CRM in it for you:Career Growth: Regular learning sessions and developmentopportunitiesTotal Rewards: Incentive pay annual salary reviews employer-paid benefits and pensionmatchingTime Away: Competitive vacation plus one paid volunteer day each yearFlexibility: Healthy work-life balance with employee wellness always top of mind complemented by a dress for your day approachAt Equitable were committed to fair pay and an inclusive accessible hiring experience. If you need accommodations or alternative formats at any stage just reach out to us at were happy to base pay will be based on your skills qualifications experience and addition to your salary this role is eligible for a discretionary annual incentive award tied to business performance plus a wide range of competitive benefits. If youre selected to move forward our Talent Acquisition team will walk you through all the details of our total rewards program so you know exactly whats To: Manager Advanced Markets Case Management New BusinessDepartment: Individual New Business Term: Permanent Full-Time
Employment Type : Full Time
Experience: years
Vacancy: 1