Advanced Case Manager
3 weeks ago
Overview
At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact—for our clients, our communities, and each other.
Position
Position Title: Advanced Case Manager
Reports To: Manager, Advisor Care
Department: Individual Case Management
Term: Permanent Full-Time
The Opportunity
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 high net worth Advisor needs in order to provide appropriate solutions
- Focus on building, strengthening and maintaining relationships with key Prestige Advisors and MGA’s on large cases
- Point of contact for National Accounts, Large Case and Prestige Advisors for escalations and concerns
- Proactive management of large value files that require additional touches and follow ups
- Initiate communication and respond to all inquiries by telephone/email, providing white glove service experience to ultra-affluent Advisors
- 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
- 1 year of experience overseeing Individual Case Management preferably- High Net Worth Market
- Thorough knowledge of both inforce and new business insurance operations
- Knowledge of complex/advanced case structures and underwriting requirements
- Demonstrated organizational skills with superior attention to detail
- Advanced communication skills; both verbal and written
- Excellent interpersonal and relationship building skills
- Strong problem solving and critical thinking skills
- Ability to act proactively and take initiative
- Ability to work in a fast paced/ changing, dynamic environment with minimal supervision
- Bilingual French/ English would be considered an asset
What’s in it for you
- A workplace where care, passion, and curiosity aren’t just values, they’re how we work, grow, and succeed together every day.
- A healthy work-life balance with employee wellness top of mind
- Annual bonus program, annual vacation allowance, and company-paid benefits program
- Generous vacation package with one volunteer day to give back to a charity of your choice
- 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
- An onsite full-service 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 process, candidates may be asked to complete an assessment and will be required to undergo background screening, in accordance with company policy.
This position is available due to an existing vacancy.
We are dedicated to inclusive and accessible hiring practices. If you require accommodations or alternative formats, please contact us at careers@equitable.ca.
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