Best Practice Consultant Group Underwriting

Equitable Life of Canada; Waterloo; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading company in the industry is seeking a Best Practice Consultant for their Group Underwriting team in Waterloo. This hybrid role involves training new employees, conducting quality audits, and improving processes within Group Underwriting. Ideal candidates will have extensive experience in underwriting and training development, offering a collaborative environment focused on employee growth.

Benefits

Annual bonus program

Company-paid benefits program

Tuition support

Onsite cafeteria

Employee resource groups

Qualifications

• 8+ years experience in Group Underwriting.
• Experience in developing and leading training.
• Strong mathematical and communication skills.

Responsibilities

• Onboarding and training new and existing employees.
• Conducting quality audits and compliance activities.
• Developing training programs and knowledge management systems.

Skills

Group risk analysis

Adult training development

Interpersonal skills

Organizational skills

Documentation preparation

Job description

Best Practice Consultant Group Underwriting Waterloo, ON, Canada Req #2904 Friday, July 11, 2025 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 regarding best practices
• IT for projects connected to the Group Underwriting team
• Reinsurer requests
• Internal and external audits

• Other Responsibilities:

• Organize and maintain all best practice documents
  
  

What you will bring:

• Eight or more years experience in all aspects of Group Underwriting
• Formal training or experience in developing and leading adult training
• Expert group risk analysis and pricing knowledge
• Understanding of and competence with alternate funding arrangements
• Ability to work independently researching and implementing best practices with respect to training adults
• Proven experience and on-going interest and passion for documentation and course preparation and delivery of interactive training sessions using a variety of methods (web-based training, classroom training, job aids, multi-media visual aids and reference material)
• Strong Organizational skills with ability to manage and prioritize multiple projects simultaneously, meeting deadlines with limited supervision in a high paced environment where resource changes have an immediate impact on our ability to meet service standards on both new and existing business
• Excellent interpersonal and communication skills
• Superior mathematical skills
• Proven ability to work as part of a team and independently
• Expert computer skills (Microsoft Office suite, pricing systems,

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 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/offer process you will be required to:

• Provide two professional references (minimum one supervisor and above)

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 across our organization. Please contact our HR team at [emailprotected] if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

#LI-Hybrid

Other details

• Job Family Individual Contributor - Non Transactional
• Pay Type Salary

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