Job Description
Advance your career with Equitable as a Prestige Case Manager in a hybrid role based in Waterloo, ON, where collaboration and client service thrive.
Your role will be vital in managing high-value cases and fostering relationships with advisors while leveraging your experience in life insurance. With a focus on sound decision-making and case progression, you will drive positive outcomes within the Prestige market. Your problem-solving skills will ensure timely service and client satisfaction.
Key Responsibilities:
• Build and maintain advisor relationships proactively
• Guide advisors to anticipate and resolve issues
• Oversee new business cases with diligence and accuracy
• Review applications and acquire necessary information
• Balance workload while meeting service standards
Requirements:
• 1-3+ years in life insurance or case management
• Strong knowledge of insurance products and processes
• High...
Your role will be vital in managing high-value cases and fostering relationships with advisors while leveraging your experience in life insurance. With a focus on sound decision-making and case progression, you will drive positive outcomes within the Prestige market. Your problem-solving skills will ensure timely service and client satisfaction.
Key Responsibilities:
• Build and maintain advisor relationships proactively
• Guide advisors to anticipate and resolve issues
• Oversee new business cases with diligence and accuracy
• Review applications and acquire necessary information
• Balance workload while meeting service standards
Requirements:
• 1-3+ years in life insurance or case management
• Strong knowledge of insurance products and processes
• High...