Prestige Market, Case Management

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 this role you will take ownership of high-value complex cases within the Prestige market playing a key role in influencing outcomes and driving successful policy placements. You will build and strengthen strategic relationships with top-tier advisors and distribution partners becoming a trusted point of contact while collaborating closely with cross-functional teams across underwriting pricing risk and compliance. This position offers the opportunity to deepen your technical expertise and enhance the client onboarding experience contributing directly to advisor satisfaction revenue generation and overall business growth. You will leverage your problem-solving and decision-making skills to proactively identify challenges and implement effective solutions while gaining exposure to sophisticated insurance strategies within the family market segment and making a meaningful impact through relationship-driven 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:Build and maintain strong Prestige advisor relationships through proactive high-quality informed guidance and anticipate advisor needs to prevent with advisors and internal teams to support case progression and resolve end-to-end new business cases with ownership and sound applications assess requirements and proactively obtain missing underwriting and third-party requirements to minimize case progress follow up on outstanding items and reduce cycle as the primary point of contact handling inquiries and complex situations operational excellence by balancing workload meeting service standards and using tracking process improvements address bottlenecks and support business growth youll bring:1-3 years of experience in life insurance new business underwriting support or case management Strong understanding of life insurance products underwriting processes and financial documentation understanding of underwriting scenarios financial risk or wealth planning strategiesExposure and willing to learn tax structuring and or estate planning concepts Exceptional communication skills both written and verbal additional languages to manage multiple cases simultaneously while maintaining accuracy and service level of discretion professionalism and clientservice with new business processing systems workflow tools and CRM (French Mandarin and/or Cantonese - reading writing and speaking) is considered a strong 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 Family Market and Prestige Case ManagementDepartment: Individual Advanced Case ManagementTerm: Permanent Full-Time
Employment Type : Full Time
Experience: years
Vacancy: 1