- Salary
- C$55k – C$82k/yr
- Location
- Waterloo, ON, Canada
- Workplace
- Hybrid
- Type
- full-time
- Seniority
- Senior
- Industry
- Finance
- Category
- Customer Service
- Role type
- Individual Contributor
- Environment
- Office
- Source
- Dayforce
Overview
As a Case Manager for Advanced Markets, you'll deliver a proactive, white-glove experience for High-Net-Worth advisors and clients, managing complex life insurance cases from application to placement. You'll act as the primary strategic partner, navigate sophisticated cases, resolve escalations, and collaborate with underwriting, risk, compliance, pricing, and distribution teams. The role requires independent judgment to prioritize cases based on business impact and complexity, with a focus on securing high-value business outcomes.
Languages
About Equitable
Equitable is a Canadian mutual company driven by purpose, putting people first and helping Canadians protect today and prepare for tomorrow.