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Added 1 min ago
MP
Senior Manager, OneStream Platform
Michael Page
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
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Added 1 min ago
Temporary Showroom Manager Vancouver, BC
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Added 1 min ago
S
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- Full-time
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HR
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- Other
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Access to our in-house management training programs
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GI
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Added 32 mins ago
Supervisor, Policy Service Individual Insurance
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Experience driving operational excellence through workflow design, process improvement, and change management
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AP
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Added 1 hour ago
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Added 1 hour ago
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Equitable

Supervisor, Policy Service Individual Insurance

Waterloo, ON, Canada

Apply on jobs.dayforcehcm.com About employer

Applications open in a new tab.

Job details

Experience: 2–5 years of experience in insurance operations, underwriting, or case management, preferably within individual life insurance
Posting language: English
Posted: Nov 13, 2026

Original job 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.

This role offers the opportunity to lead the day‑to‑day service delivery of a Policy Services team, playing a key role in Equitable’s client experience strategy. You will ensure policy service interactions are seamless, proactive, and empathetic while maintaining strong operational, risk, and compliance standards.

You will lead and develop a growing team, drive service quality and productivity, support process and technology improvements, and contribute to a multi‑year transformation toward a more digitized, client‑centric in‑force experience.

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.

Reports To: Senior Manager, Policy Service Individual Insurance
Department: Individual Insurance
Term: Permanent Full-Time

What you’ll do:

Lead and manage day‑to‑day Individual Insurance Operations to ensure work is completed accurately, efficiently, and within established service standards
Own workload planning, capacity management, and intraday productivity monitoring to optimize service delivery and team performance
Deliver consistent, high‑quality service experiences for Policyholders, Advisors, MGAs, and internal partners
Manage and resolve escalated service issues, complex case exceptions, and complaints
Establish and maintain strong procedures, documentation, training, and operational controls to ensure quality, consistency, and scalability
Ensure appropriate service, quality, and productivity metrics are in place; monitor performance and act on results through coaching, corrective actions, and process improvements
Recruit, develop, and lead a high‑performing, engaged team through ongoing coaching, mentoring, and performance management
Foster a client‑centric, accountable, and continuous‑improvement culture within the team
Support and participate in projects related to new systems, products, regulatory changes, and Agile initiatives, acting as a subject matter expert or engaging the appropriate SMEs from the team
Identify, implement, and sustain continuous process improvements that enhance efficiency, quality, cost effectiveness, and client experience
Ensure compliance with insurance legislation, tax regulations, CLHIA guidelines, AML requirements, privacy standards, complaint handling protocols, and FATCA/CRS
Identify operational and regulatory risks and partner with Strategy, Risk, and Compliance teams to implement and sustain effective controls
Oversee complex insurance calculations and quality programs in accordance with product, contractual, and regulatory requirements
Ensure accurate account balancing and maintenance across multiple functions

What you’ll bring:

Bachelor’s degree in Business Administration, Finance, Insurance, or a related field, or an equivalent combination of education and experience
2–5 years of experience in insurance operations, underwriting, or case management, preferably within individual life insurance
Sound knowledge of life insurance products, contract provisions, and inforce administration
Strong people leadership capabilities with a passion for coaching, mentoring, developing talent, and leading through change
Demonstrated ability to deliver difficult feedback and decisions with empathy and clarity
Strong understanding of Individual Operations functions, workflows, and interdependencies
Experience driving operational excellence through workflow design, process improvement, and change management
Exposure to project management methodologies and Agile ways of working
Excellent analytical, problem‑solving, critical thinking, and decision‑making skills
Proven ability to use data and performance metrics to identify trends, manage outcomes, and improve quality and productivity
Working knowledge of insurance compliance requirements including AML, privacy, FATCA/CRS, tax rules, and complaint handling
Technical proficiency with insurance administration systems (e.g., Ingenium, FASAT), CRM tools, and Microsoft Office Suite
Preferred industry certifications such as LOMA, CLU, CHS, Life License, or similar credentials

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

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.

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. This position is open and we are excited to find the right person to join our team. Your base pay will be based on your skills, qualifications, experience and education.

At Equitable, your resume will be reviewed by real people and all hiring decisions are made by our recruiters and hiring managers. AI tools may be used to support administrative and productivity tasks throughout the recruitment process, but we believe that evaluating experience, skills, and talent potential requires meaningful human interaction.

As part of our commitment to maintaining a secure and trusted workplace, candidates selected to move forward in the recruitment process will be required to complete a background screening in accordance with company policy.

Apply on jobs.dayforcehcm.com About employer

More about this job

Responsibilities

The supervisor will lead and manage day-to-day Individual Insurance operations to ensure accurate, efficient service delivery and team performance. They are responsible for workload planning, coaching staff, and driving continuous process improvements to support a client-centric experience.

Requirements

Candidates must possess a bachelor's degree in a relevant field and 2-5 years of experience in insurance operations or case management. Strong leadership capabilities, knowledge of life insurance products, and familiarity with compliance requirements are essential.

Skills

People leadership
Coaching
Mentoring
Workload planning
Capacity management
Operational excellence
Process improvement
Change management
Analytical skills
Problem-solving
Critical thinking
Insurance operations
Compliance
Risk management
Performance management
Agile methodologies

Benefits

Incentive pay
Annual salary reviews
Employer-paid benefits
Pension matching
Vacation
Paid volunteer day

Visa sponsorship

Not detected in the job text

Keywords

Individual Insurance
Policy Services
Operations Management
Ingenium
FASAT
CRM
Microsoft Office
LOMA
CLU
CHS
Life License
AML
Privacy
FATCA
CRS
CLHIA
Agile
Risk Management
Compliance
Capacity Management
Performance Management
Workflow Design
Change Management
Client Experience
Insurance Administration
Contract Provisions
Inforce Administration
Operational Controls
Data Analysis
Quality Assurance

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Work requirements

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