Advanced Case Manager

Dayforce HCM, Inc.; British Columbia; Remote; CAD 70,000 - 90,000; Full time

Job summary

A leading company in Canada seeks an Advanced Case Manager to oversee complex cases in a fast-paced environment. Ideal candidates will have experience managing high net worth cases, excellent communication skills, and the ability to work independently. The role emphasizes a proactive approach to client needs and offers competitive salary and work-life balance.

Benefits

Work-life balance initiatives

Annual bonus

Company-paid benefits

Tuition support

Employee resource groups

Qualifications

• At least 1 year of experience in Individual Case Management in High Net Worth Market.
• Thorough knowledge of insurance operations and underwriting requirements.
• Ability to work in a fast-paced environment with minimal supervision.

Responsibilities

• Review and resolve issues related to large value cases.
• Communicate effectively with Prestige Advisors, ensuring a high level of service.
• Independently manage complex cases and make decisions.

Skills

Communication

Problem-solving

Organizational skills

Interpersonal skills

Critical thinking

Job description

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: Advanced Case Manager

Reports To: Manager, Advisor Care

Department: Individual Case Management

Term: Permanent Full-Time

Work Arrangements:

You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as-needed basis. Sales-related roles may require travel based on the assignment.

The Opportunity:

Equitable is looking for an Advanced Case Manager to join our team! We’re seeking a dynamic individual with experience in providing solutions for complex case structures in a fast-paced environment. If you are a skilled communicator, enjoy problem-solving, and excel at relationship building, then consider joining our Individual Case Management team.

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:

• Reviewing, investigating, and resolving issues related to large value cases.
• Identifying high net worth Advisor needs to provide appropriate solutions.
• Building and maintaining relationships with Prestige Advisors and MGAs on large cases.
• Serving as the point of contact for escalations and concerns from National Accounts, Large Case, and Prestige Advisors.
• Managing large value files proactively, with additional touches and follow-ups.
• Communicating effectively via telephone and email, providing a white glove service experience to ultra-affluent Advisors.
• Managing a high volume of follow-ups daily, overseeing pending issues, and ensuring targets are met or exceeded.
• Independently managing and making decisions on complex cases.

What you will bring:

• At least 1 year of experience in overseeing Individual Case Management, preferably in the High Net Worth Market.
• Thorough knowledge of inforce and new business insurance operations.
• Knowledge of complex/advanced case structures and underwriting requirements.
• Strong organizational skills with attention to detail.
• Excellent verbal and written communication skills.
• Interpersonal and relationship-building skills.
• Problem-solving and critical thinking abilities.
• Proactive attitude and initiative.
• Ability to work in a fast-paced, changing environment with minimal supervision.
• Bilingual French/English is an asset.

What’s in it for you:

• Work-life balance focused on employee wellness.
• Annual bonus, vacation allowance, and company-paid benefits.
• Paid volunteer day annually.
• Immediate enrollment in the pension plan with employer matching.
• Inclusive employee resource groups.
• Tuition support and specialized programs.
• Onsite cafeteria with daily options.
• Discounts on company products/services and exclusive perks.
• Regular company events to foster collaboration.

Application requirements:

• Provide two professional references (at least one supervisor).

This role is open due to an existing vacancy.

To learn more about Equitable, explore our organization.

We are committed to equal access to employment opportunities. Contact our HR team at [emailprotected] for accommodations or alternative formats.

• Job Family: Individual Contributor - Non Transactional