Director, Large Case Underwriting

Director, Large Case 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.
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 Director, Large Case Underwriting to join our Life Underwriting leadership team!
In this role, you will lead a team of highly skilled underwriters to provide an exceptional Large Case experience for our clients and partners.
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:

Lead the Individual Large Case Underwriting Team with a focus on client experience, profitable growth, and team retention. Specific accountabilities of this position include:
Deliver an exceptional Large Case experience
Recruiting and developing a motivated team focused on technical and relationship skill development and critical thinking to compete in the Large Case market
Create and develop a customized white glove experience for large cases in individual insurance.
Collaborating with Distribution, Pricing,





Operations to deliver a large case program with customized underwriting solutions
Build relationships with Advisor and Distribution partners to proactively manage client large case experience
Regular presentations and consultations with Large Case advisor and MGA market
Nurture already exceptional relationships with Reinsurance partners to deliver top-notch large case experience
Key leader in the underwriting team, promoting a positive environment in the underwriting department
Accountable for performance management, salary adjustments and communications for direct report underwriting team members
The provision of timely positive and constructive feedback to team members and implementation of the annual Review and Scorecard process






Provide quality results for all Individual clients and partners (advisors, policyholders, MGAs, distribution)
Maximize service, both in relationship building with external partners, in addition to ensuring team adheres to time service expectations
Create and facilitate team goal setting, in conjunction with the VP of underwriting
Establish and maintain strong level of partnership and collaboration with Distribution partners, including Wholesalers and RVP’s
Manage pre-sale underwriting activities, such as preliminary opinions on complex insurance structures
Aligning Large Case practices with the underwriting risk philosophy of Equitable
Regular presenter to Advisors, internal Distribution, and Equitable teams to share knowledge, build relationship






Work closely with Legal & Compliance, and internal Equitable Underwriting Risk Management team to ensure that Large Case practices align with the underwriting philosophy of Equitable
What you will bring:

10+ years as professional underwriter, exceptional technical and relationship management skills
College or University degree or equivalent experience
Knowledge of individual products and underwriting policies, procedures, workflow and admin systems
Proven skills in People Management and Development
Appreciation of the complexities of the Individual marketplace and competition
Excellent analytical and problem-solving ability
Excellent written, verbal and product knowledge skills, ability to impart knowledge to others work in a team environment






Proactive and service orientated, results focused with a sense of urgency
Understanding our clients, and the importance of communication, protects against the loss of advisor’s confidence
Project work as required
Development, Performance reviews FLMI / FALU designation or currently working towards
Consistent accountability of quality and quantity of work
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)
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 *******@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

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