Underwriting Coordinator

Equitable • Waterloo, ON

24d • Hybrid

About The Position

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.

Requirements

• 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

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees