Job Description

At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.

Position Title:

Advanced Case Manager

Reports To:

Manager, Advisor Care

Department:

Individual Case Management

Term:

Permanent Full-Time

Work Arrangements:

You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment. .

The Opportunity:

Equitable is looking for an Advanced Case Manager to join our team! We're looking for a dynamic individual with a proven history of providing solutions for complex case structures in a fast-paced environment. If you are a skilled communicator, enjoy problem-solving, and have a knack for relationship building, then consider joining our Individual Case Management team.



Now is an exciting time to join one of the Waterloo Area's and Southwestern Ontario's Top Employers for 2024!

What you will be doing:

Responsible for reviewing, investigating and resolving issues relating to the input, underwriting and issue of large value cases Be able to identify unique high net worth Advisor needs in order to provide appropriate solutions Focus on building, strengthening and maintaining relationships with key Prestige Advisors and MGA's on large cases Point of contact for National Accounts, Large Case and Prestige Advisors for escalations and concerns Proactive management of large value files that require additional touches and follow ups Initiate communication and respond to all inquiries by telephone/email, providing white glove service experience to ultra-affluent Advisors. Manage and maintain a high volume of follow ups on a daily basis, oversee pending issues, while ensuring production targets are met and exceeded Be able to independently manage and decision make on complex cases

What you will bring:

1 year of experience overseeing Individual Case Management preferably- High Net Worth Market Thorough knowledge of both inforce and new business insurance operations Knowledge of complex/advanced case structures and underwriting requirements Demonstrated organizational skills with superior attention to detail Advanced communication skills; both verbal and written Excellent interpersonal and relationship building skills Strong problem solving and critical thinking skills Ability to act proactively and take initiative Ability to work in a fast paced/ changing, dynamic environment with minimal supervision Bilingual French/ English would be considered an asset

What's in it for you:

A healthy work-life balance with employee wellness top of mind Annual bonus program, annual vacation allowance, and company-paid benefits program An additional paid volunteer day each year so you can spend time giving back to the community Immediate enrollment in the company's pension program with employer matching Employee resource groups that support an inclusive work environment Tuition support and specialized program assistance An onsite, full-service cafeteria with a variety of daily options Discounts on company products and services, and access to exclusive employee perks Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.



To learn more about Equitable, we encourage you to explore our organization.



At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

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