Best Practice Consultant Group Underwriting

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**: Best Practice Consultant Group Underwriting
**Reports To**: Manger, Group Underwriting
**Department**: Group 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 Best Practice Consultant Group Underwriting to join our team. This role supports the Group Underwriting Operation by:

- Onboarding and training new and existing employees.
- Conducting quality audits across all levels of Underwriting.
- Defining and documenting best practices and processes.
- Acting as a Subject Matter Expert (SME) for inquiries and IT projects.
- Overseeing compliance activities.
- Developing and maintaining a knowledge management system.
- Identifying opportunities for role, tool, and process improvements.

The Best Practice Consultant will develop and deliver customized training programs, conduct quality audits, and ensure the effectiveness of the Quality Program. They will also design and maintain a robust knowledge management system and serve as an SME for various departments. Additionally, they will play a key role in process improvement and automation projects.
Join us now and be part of one of the Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024
**What you will be doing**:

- Training Role:

- New Hires:

- Meet with new trainees to assess skills and experience for the role
- Develop individualized training plan with key areas of focus, learning objectives and timelines
- Training may include web-based modules, self
- study of resources, observation of peers doing work, review of process and/or practice documentation followed by quizzes, etc
- Track and report trainees progress on training report card with testing results and objective measures wherever possible
- Arrange regular meetings with the manager and trainee to review progress, share feedback and alter training goals as required
- Conduct regular testing on core modules throughout the training and complete benchmarking to QA standards at the completion of training
- Develop and implement transitional support after the successful benchmarking to support ongoing learning again, with specific goals and timelines
- Existing staff:

- Leverage Quality data to identify systemic training needs and develop appropriate training support (job aide, classroom training, web module, etc)
- For refresher training for an individual team member, meet with the employee and manager to review training objectives
- Develop individualized training plan with key areas of focus, learning objectives and timelines
- Training may include web-based modules, self-study of resources, observation of peers doing work, review of process and/or practice documentation followed by quizzes, etc
- Track and report trainees progress on training report card with testing results and objective measures wherever possible
- Arrange regular meetings with the manager and employee to review progress, share feedback and alter training goals as maybe required
- Conduct regular testing throughout the training
- Develop and implement transitional support, as appropriate
- Auditing Role:

- Audit the Underwriting file to ensure that the response to the Group Account Executive, either for new business, renewal or marketing, meets all Underwriting risk analysis, pricing practices and communication requirements (including strategy requirements)
- Document and report findings of each review to be included in Individual and team metrics and reporting
- Keep the Manager informed of findings on a timely basis to avoid surprises at month, quarter or year end
- Provide developmental findings in a professional and diplomatic manner directly to the Underwriter.
- Analyze, document and prepare monthly, quarterly (4) and annual statistic reports indicating the overall audit findings and make appropriate recommendations to management to ensure risk management and process opportunities are identified.
- Subject Matter Expert (SME):

- Acts as the key resource to:

- Claims teams for non-standard approaches requested by the Plan Sponsor or Advisor at the case level
- Sales and service teams regarding the best practices, process, reporting or any customized plan or pricing requests
- Legal department re