Advanced Case Manager

Dayforce HCM, Inc.; Saskatoon; Remote; CAD 70,000 - 95,000; Full time

Job summary

Equitable is seeking an Advanced Case Manager to provide solutions for complex case structures. This permanent full-time position will support high net worth clients and focus on building relationships in a fast-paced environment. The ideal candidate will have a solid background in case management and exceptional communication skills.

Benefits

Annual bonus

Vacation allowance

Company-paid benefits

Paid volunteer day

Pension plan with employer matching

Tuition support

Onsite cafeteria

Employee discounts

Regular company events

Qualifications

• 1+ year of experience in Individual Case Management.
• Knowledge of complex case structures and underwriting.
• Bilingual French/English skills are an asset.

Responsibilities

• Reviewing and resolving issues related to large value cases.
• Building and maintaining relationships with Prestige Advisors.
• Managing large value files requiring follow-ups.

Skills

Problem-Solving

Communication

Relationship Building

Organizational Skills

Attention to Detail

Critical Thinking

Initiative

Education

High School Diploma

Experience in High Net Worth Market

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 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 excel at relationship building, 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 the input, underwriting, and issuance of large value cases.
• Identifying unique high net worth Advisor needs to provide appropriate solutions.
• Building, strengthening, and maintaining relationships with key Prestige Advisors and MGAs on large cases.
• Serving as the point of contact for National Accounts, Large Case, and Prestige Advisors for escalations and concerns.
• Proactively managing large value files requiring additional follow-ups.
• Initiating communication and responding to inquiries via telephone/email, providing a white glove service experience to ultra-affluent Advisors.
• Managing and maintaining a high volume of follow-ups daily, overseeing pending issues, and ensuring production targets are met and exceeded.
• Independently managing and making decisions on complex cases.

What you will bring:

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

What’s in it for you:

• A healthy work-life balance with a focus on employee wellness.
• Annual bonus, vacation allowance, and company-paid benefits.
• An additional paid volunteer day each year.
• Immediate enrollment in the company’s pension plan with employer matching.
• Access to employee resource groups supporting an inclusive environment.
• Tuition support and specialized program assistance.
• Onsite cafeteria with various daily options.
• Discounts on company products/services and exclusive employee perks.
• Regular EQ Together events promoting company unity and collaboration.

As part of the recruitment process, you will be required to:

• Provide two professional references (minimum one supervisor).

This role is open due to an existing vacancy.

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

At Equitable, we are committed to providing equal access to employment opportunities. Please contact our HR team at [emailprotected] for alternative formats or accommodations during the application process.

• Job Family: Individual Contributor - Non Transactional