Underwriting Coordinator

Equitable Life of Canada; Ontario; Remote; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an Underwriting Coordinator to join their Individual Underwriting team. This role offers the opportunity to work from home while being part of a collaborative and supportive environment. The successful candidate will manage medical evidence, streamline underwriting processes, and provide essential reporting to management. With a focus on innovation and continuous improvement, this position promises a fulfilling career with numerous employee benefits, including a healthy work-life balance, annual bonuses, and tuition support. If you are passionate about underwriting and eager to contribute to a dynamic team, this is the perfect opportunity for you.

Benefits

Annual bonus program

Company-paid benefits program

Paid volunteer day

Pension program with employer matching

Tuition support

Onsite cafeteria

Employee discounts

Regular company events

Qualifications

• 3+ years of experience in underwriting with knowledge of medical terminology.
• Strong problem-solving skills to optimize workflows.

Responsibilities

• Manage data and reporting related to insurance shopping.
• Collaborate with the Underwriting team on compliance and evidence preparation.

Skills

Organizational Skills

Communication Skills

Problem Solving

Attention to Detail

Interpersonal Skills

Education

3+ years in Underwriting

Tools

Underwriting Innovation Tools

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: Underwriting Coordinator
Reports To: Manager, Underwriting
Department: Individual Underwriting
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 be required to travel based on the assignment.

The Opportunity: Equitable is hiring! We are looking for an Underwriting Coordinator to join our Individual Underwriting team.

The Underwriting Coordinator is responsible for consolidating detailed medical evidence and managing data and reporting related to facultative insurance shopping. This role involves close collaboration with the Underwriting team to draft letters, ensure compliance with reinsurance contracts, and prepare and organize medical evidence for assessing morbidity and mortality for Life and Living Benefits insurance.

Key responsibilities include:

• Allocating and monitoring workflows to identify opportunities for streamlining underwriting processes and assisting underwriting management with various operational initiatives.
• Preparing and supporting the delivery of FAC Cession reporting and assembling of evidence that is material to reinsurance contracts.
• Analyzing and quickly understanding the stage of the underwriting cycle to organize and coordinate medical and financial evidence.
• Reviewing, investigating and resolving issues relating to medical and financial evidence used in both manual and auto underwriting processes.
• Proactively managing data and evidence related to morbidity and mortality assessments.
• Providing reporting to Management relating to volumes, cycle times, and other required metrics.
• Other tasks as assigned/required.
• Contributing to a positive environment through teamwork and a spirit of innovation, continuous improvement and professional development.
• Supporting projects and ad-hoc requests as needed.
• Maintaining appropriate process documentation.
• Demonstrating expertise in autonomously processing various types of requests and maintaining high standards of productivity and quality.

What you will bring:

• Knowledge of Individual and Critical Illness underwriting processes and procedures with understanding of medical terminology.
• Familiarity with underwriting innovation tools and technology.
• Proven track record identifying barriers to productivity and problem-solving to optimize workflows.
• Excellent organizational skills with absolute attention to detail.
• Outstanding communication skills; both verbal and written.
• Excellent interpersonal and relationship building skills.
• Strong problem solving and negotiation skills.
• Ability to work in a fast paced, dynamic environment with minimal supervision.
• A minimum of 3 years working within an underwriting team coordinating evidence for mortality and morbidity assessments.

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 [e-mail] if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

• Job Family Individual Contributor - Transactional