Best Practice Consultant Group Underwriting

Equitable Life of Canada View all jobs

  • Waterloo, ON
  • Permanent
  • Full-time
  • 27 days ago
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.In this role, you will support both new and existing team members through targeted training, coaching, and development programs that ensure strong performance and adherence to quality standards. You will also conduct detailed audits of underwriting files to confirm compliance with risk analysis, pricing practices, communication requirements, and overall best practices. As a key subject matter expert, you’ll act as a central resource for cross-functional teams—including Claims, Sales, Legal, IT, and Reinsurance—while helping identify and implement process improvements. Additionally, you will maintain best-practice documentation and provide regular reporting to support operational excellence.Join one of the region’s top employers and be part of something that truly makes a differenceWork 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:
  • Assess new hire skills, create individualized training plans, deliver training through modules, self-study, peer observation, and documentation review, and track progress through report cards, testing, and benchmarking.
  • Meet regularly with trainees and managers to review progress, adjust goals, and support transition plans after training completion.
  • For existing staff, use quality data to identify training needs, design refresher or targeted training, track results, and provide ongoing support through testing and review.
  • Audit underwriting files to ensure alignment with risk analysis, pricing standards, communication requirements, and overall underwriting practices.
  • Document findings for team metrics, share results with managers promptly, and provide constructive feedback directly to underwriters.
  • Prepare monthly, quarterly, and annual audit reports with recommendations to address risk and process improvement opportunities.
  • Serve as the primary resource for Claims, Sales, Legal, IT, Reinsurers, and internal/external auditors on best practices, processes, and case-specific guidance.
  • Maintain, organize, and update all best-practice documentation.
What you’ll bring:
  • Proven experience working in Group Underwriting
  • Formal training or experience in developing and leading adult training
  • Expert group risk analysis and pricing knowledge
  • Understanding of and competence with alternate funding arrangements
  • Ability to work independently researching and implementing best practices with respect to training adults
  • Proven experience and on-going interest and passion for documentation and course preparation and delivery of interactive training sessions using a variety of methods (web-based training, classroom training, job aids, multi-media visual aids and reference material)
  • Strong Organizational skills with ability to manage and prioritize multiple projects simultaneously, meeting deadlines with limited supervision in a high paced environment where resource changes have an immediate impact on our ability to meet service standards on both new and existing business
  • Excellent interpersonal and communication skills
  • Superior mathematical skills
  • Proven ability to work as part of a team and independently
  • Expert computer skills (Microsoft Office suite, pricing systems, etc)
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
As part of the recruitment process, candidates may be asked to complete an assessment and deliver a short presentation to demonstrate their training and communication skills.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 . 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: Manager, Group Underwriting
Department: Group Underwriting
Term: Permanent Full-Time.

Equitable Life of Canada