Senior Manager, Policy Service Individual Insurance
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Job Location:
Monthly Salary:
Posted on:
2 days ago
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. As Senior Manager Policy Services you will lead a highimpact function at the centre of Equitables client experience strategy delivering exceptional service when clients and their loved ones need it most. You will be accountable for endtoend inforce policy administration overseeing complex policy changes while leading and developing a skilled team in a highly regulated environment. This role plays a pivotal part in executing a multiyear transformation to digitize and streamline policy services balancing innovation with strong risk management compliance and financial controls. You will collaborate closely with crossfunctional partners to ensure seamless proactive and clientcentric service across all 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 endtoend inforce policy services operations with full accountability for policy administration complex policy changes transaction accuracy service standards financial integrity taxation and compliance with legislative and regulatory senior people and operational leadership including workforce planning hiring training coaching performance management mentoring and building a clientcentred highperforming service excellence quality and governance by monitoring service levels productivity client satisfaction audit outcomes and identifying root causes to improve performance and mitigate as the escalation point for complex exceptions and complaints partnering with Underwriting Legal Compliance Actuarial Reinsurance Finance and Pricing to resolve highrisk or sensitive continuous improvement and transformation leading workflow optimization digitization automation and change management initiatives while maintaining service quality compliance and control as a key stakeholder and subject matter expert on enterprise initiatives including systems product launches Agile streams and regulatory changes providing input on business impact and risk management for the inforce block including complex calculations AML and privacy controls FATCA/CRS requirements quality programs and audit financial and expense accountability including capacity modelling budgeting forecasting variance analysis and identifying cost optimization and maintain strong relationships with Advisors MGAs and Distribution partners proactively gathering feedback resolving escalations and improving the endtoend service youll bring:Education and insurance operations experience including a bachelors degree in Business Finance Insurance or equivalent experience and 57 years in insurance operations underwriting or case management preferably with exposure to complex cases or policy change technical and product knowledge with strong understanding of life and individual insurance products policy administration workflows contractual and regulatory requirements and the systems that support them (e.g. Ingenium FASAT CRM tools).Proven leadership and change capability including experience leading coaching and developing highperforming teams managing resources and performance and guiding teams through operational and digital change while maintaining quality and excellence and continuous improvement expertise with a demonstrated ability to manage complexity streamline workflows improve processes and deliver results in fastpaced highly regulated risk compliance and governance mindset with experience managing AML privacy FATCA/CRS complaint handling exception decisioning and designing and monitoring effective control problemsolving and financial acumen including datadriven decisionmaking performance measurement rootcause analysis budgeting forecasting variance reporting and cost communication and client focus with the ability to deliver difficult messages empathetically build trusted internal and external relationships and balance client advisor and business needs to enterprise initiatives and delivery frameworks including project management and Agile methodologies with experience serving as a stakeholder or subject matter expert on systems product or regulatory industry certifications (e.g. LOMA CLU CHS Life License) considered an 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 Client Care and Policy ServiceDepartment: Individual Operations ManagementTerm: Permanent Full-Time
Required Experience:
Senior Manager
