Senior Underwriting Consultant - Large Case Job in Anywhere for Equitable |

Senior Underwriting Consultant - Large Case

June 24 2024
Industries Bank, Insurance, Financial services
Categories Accounting, Finance, Bank, Insurance, Financial Services, Management, Consulting
Anywhere - Canada • Full time

Senior Underwriting Consultant - Large Case

Virtual Req #2335
Monday, June 24, 2024
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: Senior Underwriting Consultant - Large Case

Reports To: Director, Individual 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 growing and we are looking for a Senior Underwriting Consultant with large case experience. Our Underwriters assess life and critical illness products and contribute to specialized projects in both traditional and data-based underwriting. This position is critical to Equitable's success and is a great opportunity to work at one of Waterloo Region's Top Employers.

What you will be doing:

  • Apply strong and holistic underwriting expertise in all areas of underwriting, including medical, financial and non-medical risk factors for affluent and high net worth Canadians
  • Provide mentorship, training and co-signing to other underwriters
  • Consistently maintain a high level of accountability in quality and quantity of work with favourable audit results
  • Ensure service standards are met both independently and working collaboratively with other Underwriters to ensure Team success
  • Provide a first-class client experience
  • Participate in traditional and data-based projects
  • Assess claims, rescissions and reinstatements
  • Prepare, present and lead development opportunities for our Distribution partners, colleagues, internal and external business partners
  • Comply with legislative requirements, consumer regulation and reinsurance treaties as they apply to privacy, disclosure and risk classification
  • Advocate for the continuous enhancement of the profession of underwriting
  • Stretching your risk-management skills and contributing to specialized projects in both traditional and data-based underwriting
  • Some travel may be required

What you will bring:

  • Superior technical knowledge in medical, financial, and non-medical underwriting
  • Excellent analytical and problem-solving abilities with a proactive mindset
  • Comfortable in a dynamic work environment with the flexibility to adapt to shifting priorities
  • Owners' mindset for meeting individual and team goals
  • Strong reinsurance relationships with excellent negotiation skills
  • Strong communication skills, written and verbal
  • Fluency in using data as an underwriting tool or the willingness to learn
  • Overall curiosity in all that you do
  • College or University degree or equivalent experience
  • 5+ years of demonstrated professional experience as a Life and Critical Illness Underwriter with experience in the affluent and high net worth market
  • FLMI / FALU / CPU designation(s) or currently working towards them
  • Commitment to continuous learning and participation in education enhancement to remain current with medical knowledge and industry underwriting trends
  • Good knowledge of MS Office Suite
  • Bilingual in English, French, Cantonese, Mandarin is an asset

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


Other details

  • Job Family Individual Contributor
  • Pay Type Salary
Apply now!

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