Director, Large Case Underwriting

3 months ago


Waterloo, Canada Equitable CA Full time

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**: Director, Large Case Underwriting
**Reports To**: VP, Chief Underwriter & Claims
**Department**: Life Underwriting
**Term**: Permanent Full-Time
**Work 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.
**The Opportunity**: Equitable is growing We are looking for a Director, Large Case Underwriting to join our Life Underwriting leadership team
In this role, you will lead a team of highly skilled underwriters to provide an exceptional Large Case experience for our clients and partners.
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**:

- Lead the Individual Large Case Underwriting Team with a focus on client experience, profitable growth, and team retention. Specific accountabilities of this position include:

- Deliver an exceptional Large Case experience
- Recruiting and developing a motivated team focused on technical and relationship skill development and critical thinking to compete in the Large Case market
- Create and develop a customized white glove experience for large cases in individual insurance.
- Collaborating with Distribution, Pricing, Operations to deliver a large case program with customized underwriting solutions
- Build relationships with Advisor and Distribution partners to proactively manage client large case experience
- Regular presentations and consultations with Large Case advisor and MGA market
- Nurture already exceptional relationships with Reinsurance partners to deliver top-notch large case experience
- Key leader in the underwriting team, promoting a positive environment in the underwriting department
- Accountable for performance management, salary adjustments and communications for direct report underwriting team members
- The provision of timely positive and constructive feedback to team members and implementation of the annual Review and Scorecard process
- Provide quality results for all Individual clients and partners (advisors, policyholders, MGAs, distribution)
- Maximize service, both in relationship building with external partners, in addition to ensuring team adheres to time service expectations
- Create and facilitate team goal setting, in conjunction with the VP of underwriting
- Establish and maintain strong level of partnership and collaboration with Distribution partners, including Wholesalers and RVP’s
- Manage pre-sale underwriting activities, such as preliminary opinions on complex insurance structures
- Aligning Large Case practices with the underwriting risk philosophy of Equitable
- Regular presenter to Advisors, internal Distribution, and Equitable teams to share knowledge, build relationship
- Work closely with Legal & Compliance, and internal Equitable Underwriting Risk Management team to ensure that Large Case practices align with the underwriting philosophy of Equitable

**What you will bring**:

- 10+ years as professional underwriter, exceptional technical and relationship management skills
- College or University degree or equivalent experience
- Knowledge of individual products and underwriting policies, procedures, workflow and admin systems
- Proven skills in People Management and Development
- Cross functional understanding
- Appreciation of the complexities of the Individual marketplace and competition
- Excellent analytical and problem-solving ability
- Excellent written, verbal and product knowledge skills, ability to impart knowledge to others work in a team environment
- Proactive and service orientated, results focused with a sense of urgency
- Understanding our clients, and the importance of communication, protects against the loss of advisor’s confidence
- Project work as required
- Development, Performance reviews FLMI / FALU designation or currently working towards
- Consistent accountability of quality and quantity of work

**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 suppor



  • Waterloo, Canada Manulife Full time

    The Group Benefits Underwriting Director for the Small Business Segment is responsible for leading Manulife Canada’s Group Benefits on and offshore Small Business underwriting organization. This role requires a strategic leader who can partner closely with internal stakeholders and Plan Sponsors to ensure exceptional delivery of Manulife’s underwriting...

  • Advanced Case Manager

    10 hours ago


    Waterloo, Canada Equitable CA Full time

    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...


  • Waterloo, Canada Manulife Full time

    **Position Responsibilities**: - Leadership & Management: Lead, mentor, and develop a team of underwriters, fostering a collaborative and high-performance work environment both onshore and offshore. - Stakeholder Partnership: Partner closely with internal stakeholders and Plan Sponsors to ensure the delivery of exceptional underwriting services,...


  • Waterloo, Canada Economical Insurance Full time

    **Technician, Underwriting**: Job ID : 5924 Category : Commercial Insurance Brand : Economical Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Waterloo, Canada Can a 150-year-old company think outside the box? Count on it. Deep experience is our springboard for innovation, whether that’s in how we work with our broker network, how we...


  • Waterloo, Canada Recrute Action Inc. Full time

    **Work setting**: - Relocation costs not covered by employer **Tasks**: - Provide underwriting advice - Prepare underwriting reports **Certificates, licences, memberships, and courses**: - Membership in the Life Office Management Association (LOMA) **Computer and technology knowledge**: - MS Word - Database software - MS Excel - MS...

  • Junior Underwriter

    2 weeks ago


    Waterloo, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Underwriting, Support

    2 weeks ago


    Waterloo, Canada Economical Insurance Full time

    **Underwriting, Support**: Job ID : 6085 Category : Commercial Insurance Brand : Economical Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Waterloo, Canada **What can you expect in this role?** - Providing exceptional service to Broker partner in all interactions - Contributing to achieving defined Service Level Agreements and...


  • Waterloo, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Waterloo, Canada Economical Insurance Full time

    **Specialist, Underwriting Operations**: Job ID : 6174 Category: Brand : Economical Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Waterloo, Canada The Specialist will help develop the capability of staff across the Broker Assist Centre through peer coaching and feedback on referrals. The Specialist will coach frontline teams on how to...

  • Manager Underwriting

    7 months ago


    Waterloo, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Manager Underwriting

    5 months ago


    Waterloo, Canada Manulife Full time

    locations- Waterloo, siège social de la Division canadienne (500 King)- CAN, Quebec, Montreal, 900 Boulevard de Maisonneuve Ouest- Toronto, siège social mondial (200 Bloor)- Halifax, succursale (2727 Joseph Howe Dr)- time type- Temps plein- posted on- Publié aujourd'hui- job requisition id- JR24050369- Nous sommes un fournisseur de services financiers qui...


  • Waterloo, Canada Manulife Full time

    **_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you....


  • Waterloo, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Waterloo, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Waterloo, Canada Definity Financial Corporation Full time

    Economical is part of Definity, which includes some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. Our ambition is to be one of Canada’s leading and most innovative property and casualty insurers. We can’t do that without our people, so...


  • Waterloo, Canada Definity Financial Corporation Full time

    Job ID : 7305 Category : Personal Insurance Brand : Definity Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Waterloo, Canada Posting Range : $74,100 - $136,500 Definity is the parent company to some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance...


  • Waterloo, Canada Definity Financial Corporation Full time

    R eporting to the Team Leader, Technical Processing and you will be accountable for providing superior service in a processing role. W **hat can you expect in this role? U** - nderwriting Assistant is an entry level processing role within the Regional Processing Center. Within this role you will begin to understand the underwriting processes and...


  • Waterloo, Canada Equitable CA Full time

    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...


  • Waterloo, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...


  • Waterloo, Canada Definity Financial Corporation Full time

    Economical is part of Definity, which includes some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. Our ambition is to be one of Canada’s leading and most innovative property and casualty insurers. We can’t do that without our people, so...