Equitable Advanced Markets Client Solutions Manager
Equitable • southwestern ontario, Canada
Role Description
Take your career to the next level as an Advanced Markets Client Solutions Manager at Equitable. This hybrid role focuses on providing exceptional service in managing High-Net-Worth life insurance cases.
You will function as the strategic partner for HNW advisors while drawing on your 3-5+ years of life insurance experience. Your role will include leading the management of high-face-value cases and ensuring comprehensive communication between clients and internal teams. Influence the success of numerous cases with your independent judgment and relationship-driven approach.
Key Responsibilities:
• Deliver expert guidance in complex case management
• Coordinate with underwriting, compliance, and operations
• Review financial and medical documentation thoroughly
• Negotiate solutions and resolve escalations effectively
• Manage workflows and maintain strategic timelines
Requirements:
• Minimum of 3-5 years in insurance or case management
• In-depth knowledge ...
You will function as the strategic partner for HNW advisors while drawing on your 3-5+ years of life insurance experience. Your role will include leading the management of high-face-value cases and ensuring comprehensive communication between clients and internal teams. Influence the success of numerous cases with your independent judgment and relationship-driven approach.
Key Responsibilities:
• Deliver expert guidance in complex case management
• Coordinate with underwriting, compliance, and operations
• Review financial and medical documentation thoroughly
• Negotiate solutions and resolve escalations effectively
• Manage workflows and maintain strategic timelines
Requirements:
• Minimum of 3-5 years in insurance or case management
• In-depth knowledge ...