Manager, Advanced Markets Case Management
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Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
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 outcomes. This is a highimpact leadership role responsible for shaping Equitables onboarding experience for highnetworth clients and large life insurance cases. As the Manager of Case Management you will lead a specialized team strengthen advisor and partner relationships and drive an exceptional differentiated service experience from application to policy settlement. Youll play a key role in transforming workflows advancing digital modernization and reinforcing Equitables commitment to 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 requirement Whatyoulldo:Lead and develop a highperforming advanced markets case management team focused on delivering a superior onboarding experience for HNW and largecase service standards and enhance Equitables competitive advantage in the large/jumbo case the full case lifecyclefrom application to underwriting liaison policy issue delivery and manage complex cases remove obstacles and drive cycle times to meet or exceed as the primary point of contact for advisors MGAs and distribution partners with proactive status updates and expectation and approve service chain exceptions; provide clear decision guidelines to empower frontline closely with Underwriting Legal Compliance Reinsurance Sales and Operations to align decisions and mitigate and implement process improvements that streamline workflows and support a multiyear transformation as a stakeholder in system product and agile initiatives; coordinate SME involvement and assess procedural compliance with regulatory standards including AML/ATF PEP FATCA/CRS and maintain full audit trail quality performance address defects and coach team members to consistently meet operational expense controls resource planning capacity modeling and budget forecasting for the a clientcentered culture rooted in accountability service excellence and continuous operational risk monitoring track issues perform random audits and identify procedural gaps to reduce risk :Bachelors degree in Business Administration Finance Insurance or related field (or equivalent experience).Minimum 57 years in insurance operations underwriting or case management. Preference for at least 2 years handling large or complex cases. Experience in life insurance or individual insurance products CLU CHS or other industry-related certifications is an to manage multiple complex cases simultaneously with attention to time management workflow design continuous improvement and change management. Ability to manage multiple deliverables deadlines and projects effectively in a fast-paced environment. Strong verbal and written communication for interacting with internal teams and external partnersStrong risk management exception analysis/decisioning; AML privacy FATCA/CRS complaint approach to resolving issues and removing obstacles in case processing. Ability to see the big picture and take concepts from inception to executionFamiliarity with insurance administration systems CRM tools and Microsoft Office -driven decision making; ability to interpret identify trends and recommend process improvements. Decisive and able to navigate complexity to effectively guide and influence team members and stakeholders effectively. Ability to lead through change and influence cross-functionallyWhats 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: Director Individual Insurance New BusinessDepartment:Individual InsuranceTerm:Permanent Full-Time
Required Experience:
Manager
