Supervisor, New Business Administration
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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. Client experience and service are central to Equitables strategy and the onboarding experience plays a pivotal role in creating strong first impressions that enable long-term relationships with our clients advisors and distribution partners. The Supervisor New Business Administration leads the end-to-end processing of new Individual Insurance applicationsfrom intake and underwriting requirements through placement and policy issuewhile guiding a team of operational professionals to deliver accurate compliant and timely outcomes within established SLAs. This role drives workflow efficiency resolves escalated issues and partners with internal stakeholders to deliver a fast high-quality onboarding experience improve straight-through processing and reduce not-in-good-order (NIGO) rates. As an externally facing leader this position requires a strong client-service orientation professionalism sense of urgency and the ability to manage key relationships while building and developing a high-performing service organization within Equitables Individual Insurance businessJoin 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:Lead day-to-day New Business operations across Input Issue/Settle and Administration ensuring effective coordination between case management and administration teamsEnsure transactions are completed accurately on time and in compliance with legislative treaty taxation AML privacy complaint handling FATCA and CRS requirementsReview and approve exceptions within delegated authority escalating nonstandard or higherrisk decisions and supporting consistent application of decision guidelinesServe as an escalation point for advisors MGAs and internal partners providing timely updates issue resolution and clear expectation managementMonitor service performance workflows and capacity to proactively address bottlenecks system challenges and risks to service levels cycle times and SLAsPartner closely with Underwriting Legal Compliance Sales Operations and Case Management leadership to align decisions mitigate risk and support business outcomesCommunicate operational risks service impacts and emerging trends to leadership escalating issues requiring cross-functional or senior-level alignmentIdentify recurring issues rework and inefficiencies; recommend and implement process improvements to enhance quality productivity and client experienceSupport transformation and change initiatives by testing new processes providing frontline insights and reinforcing adoption within the teamAct as a subject matter expert for products systems and agile initiatives supporting training readiness and implementation activitiesLead people operations including daily and weekly resource planning to align staffing with volumes and service demandsDrive performance management through ongoing coaching feedback and development reinforcing productivity quality and compliance expectationsSupport hiring onboarding and training to build team capability and readiness for increasingly complex casesPromote a client-focused compliant and accountable culture while monitoring quality results identifying root causes and implementing corrective actions in partnership with Quality and ComplianceWhat youll bring:Bachelors degree in Business Administration Finance Insurance or a related field or equivalent professional experience13 years of experience in individual insurance operations underwriting or case managementWorking knowledge of life insurance products with experience in critical illness insurance considered an assetIndustry-recognized certifications such as LOMA CLU or other relevant credentials are preferredStrong operational excellence skills including organization time management workflow design continuous improvement and change managementProven ability to manage multiple deliverables deadlines and projects effectively in a fastpaced environmentExcellent verbal and written communication skills with the ability to collaborate effectively with internal teams and external partnersSolid understanding of risk management and compliance including exception analysis AML privacy FATCA/CRS requirements and complaint handlingProactive problem-solving mindset with a focus on resolving issues and removing barriers in case processingTechnical proficiency with insurance administration systems CRM platforms and the Microsoft Office SuiteStrong analytical skills leveraging data and trends to support decision-making and drive process optimizationLeadership capabilities including delegation coaching mentoring and the ability to lead through change and influence cross-functional stakeholdersWhats 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 Individual New BusinessDepartment: Individual New Business Term: Permanent Full-Time
Required Experience:
Manager
