Position Title: Disability Claims Trainer and Auditor (Best Practice Consultant)
Reports To: Manager, Life and Disability Best Practice
Department: Group Disability Life Claims
Term: Permanent Full-Time
Band: 3H

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.

The Opportunity: Equitable is growing! We are looking for a Disability Claims Trainer and Auditor to join our Group Life & Disability Claims team!

This position is a member of the Group Life and Disability Best Practices team. This role is an expert and enablement role for the Disability claims team. We are hiring a Best Practice Consultant with the primary responsibility of training/auditing.

Now is an exciting time to join one of the Waterloo Area's and Southwestern Ontario's Top Employers for 2024!

What you will be doing:

• New hire training:

• Meet with new trainees to assess skills and experience for the role
• Develop individualized training plans with key areas of focus, learning objectives and timelines
• Training may include web-based modules, self- study of resources, observation of peers doing work, review of process and/or practice documentation followed by quizzes, etc.
• Track and report trainees progress on training report card with testing results and objective measures wherever possible
• Arrange regular meetings with the manager and trainee to review progress, share feedback and alter training goals as required
• Conduct regular testing on core modules throughout the training and complete benchmarking to QA standards at the completion of training
• Develop and implement transitional support after the successful benchmarking to support ongoing learning again, with specific goals and timelines

• Existing staff training:

• Leverage quality data to identify systemic training needs and develop appropriate training support (job aide/SharePoint page, classroom training, web module, etc.)

• Auditing:

• Review Quick Assess, STD, LTD & Life claims to ensure they meet the required specifications for claims management and client service
• Document and report findings of each review on an individual employee and team level
• Provide developmental findings in a professional and diplomatic manner directly to the claims' specialist.
• Analyze, document and prepare monthly, quarterly (4) and annual statistic reports indicating the overall audit findings and make appropriate recommendations to management to ensure risk management and process opportunities are identified.

What you will bring:

• Strong organizational skills with ability to manage and prioritize multiple projects simultaneously, meeting deadlines with limited supervision in a high paced environment.
• Experience training/coaching team members to manage complex claims and improve performance
• Ability to adapt to various learning styles to provide meaningful support
• Experience addressing client, advisor, and internal stakeholder needs, and managing escalations in a professional and timely way
• Thorough knowledge of group insurance products and group benefit contracts with experience interpreting contracts to create best practices
• Proficiency in problem-solving, decision-making, analytics
• Excellent verbal and written communication skills
• Working experience of MS Office, Excel, and ability to learn new systems applications
• Excellent interpersonal skills with a service first mindset
• Willingness to build and embrace new strategies, approaches and ideas
• Ability to read, write and speak in French is an asset
• Growth mindset with a desire to coach with curiosity

What's in it for you:

• A healthy work-life balance with employee wellness top of mind
• Annual bonus program, annual vacation allowance, and company-paid benefits program
• An additional paid volunteer day each year so you can spend time giving back to the community
• Immediate enrollment in the company's pension program with employer matching
• Employee resource groups that support an inclusive work environment
• Tuition support and specialized program assistance
• An onsite full-service cafeteria with a variety of daily options
• Discounts on company products and services, and access to exclusive employee perks
• Regular EQ Together events focused on company togetherness and collaboration
  
  

As part of the recruitment/offer process you will be required to:

• Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.

To learn more about Equitable, we encourage you to explore our organization.

At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.