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Advanced Case Manager

4 weeks ago

Waterloo, Canada Equitable Life of Canada Full time

At Equitable Life of Canada, 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 customer-responsive staff. Join Equitable Life today.

**Reports To**: Director, Client and Advisor Care

**Department**: Case Management

**Term**: Permanent Full Time

**Work Arrangements**: We are currently working remotely, and we will be moving to a hybrid model when our office renovation is complete (approximately September 2023), coming into the office a minimum of 2 days per week, every other week on designated days.

**The Opportunity**: Equitable Life 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.
This is a great opportunity to join an outstanding team and work for one of Waterloo Region’s Top Employers for 2023

**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 customer needs in order to provide appropriate solutions
- Focus on building, strengthening and maintaining relationships with key Advisors and MGA’s
- Be the point of contact for National Accounts, Large case and Prestige advisors for escalations and concerns
- Proacttive management of large value files that require additional touches and follow ups
- 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**:

- Experience overseeing Individual Case Management in the High Net Worth Market
- Thorough knowledge of Insurance Operations
- Knowledge of complex/advanced case structures and underwriting requirements
- Excellent organizational skills with superior attention to detail
- Outstanding communication skills; both verbal and written
- Excellent interpersonal and relationship building skills
- Strong problem solving and negotiation skills
- Superior customer service skills, ability to see challenges as opportunities and ensure successful outcomes
- Ability to work in a fast paced, dynamic environment with mínimal supervision

**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
- A company subsidized 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).

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

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