Underwriting Coordinator at Equitable

Waterloo, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

16 Jul, 26

Salary

77000.0

Posted On

17 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Underwriting, Medical terminology, Data analysis, Reporting, Workflow management, Problem solving, Negotiation, Communication, Organizational skills, Attention to detail, Reinsurance contracts, Morbidity assessment, Mortality assessment, Process documentation, Critical illness underwriting

Industry

Insurance

Description

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other. The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes. 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. Join one of the region’s top employers and be part of something that truly makes a difference. 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. What you’ll do: Ability to prepare and support the delivery of FAC Cession reporting and assembling of evidence that is material to reinsurance contracts Ability to analyze and quickly understand the stage of the underwriting cycle to organize and coordinate medical and financial evidence Responsible for reviewing, investigating and resolving issues relating to medical and financial evidence used in both manual and auto underwriting processes Ability to allocate work and monitor workloads and identify opportunities to streamline underwriting workflows Proactive management of data and evidence related to morbidity and mortality assessments Provide reporting to Management relating to volumes, cycle times, and other required metrics. Other tasks as assigned/required Contributes to a positive environment through teamwork and a spirit of innovation, continuous improvement and professional development Support projects and ad-hoc requests as needed Maintenance of appropriate process documentation Demonstrate expertise in an autonomously processing various types of requests and maintaining high standards of productivity and quality What you’ll bring: Knowledge of Individual and Critical Illness underwriting processes and procedures with understanding of medical terminology Familiar 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: Career Growth: Regular learning sessions and development opportunities Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching Time Away: Competitive vacation plus one paid volunteer day each year Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at careers@equitable.ca. We’re happy to help. Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive benefits. If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included Reports To: Director, Individual Underwriting Operations Department: Individual Underwriting Term: Permanent Full-Time This position is open and we are excited to find the right person to join our team. As part of the recruitment process, you will need to go through background screening, as per our company policy. #LI-Hybrid

Responsibilities

The Underwriting Coordinator is responsible for consolidating medical evidence, managing facultative insurance shopping data, and ensuring compliance with reinsurance contracts. They also monitor underwriting workflows, prepare performance metrics for management, and assist with operational initiatives.