Role Description Are you a dreamer, innovator, thinker and a do-er who believes in contributing to something that makes a difference? Make an impact. Join PMI. PMI is looking for a middle-level professional to support regional stakeholders in governance-related matters as assigned, collaborating with chapters regarding policies, procedures, charter agreements/renewals and bylaws amongst other important operational areas to ensure each chapter is fully capable of operating at the most effective and efficient level possible. - Reviews, revises, and recommends chapter policies and identifies process improvements to ensure a stronger chapter operation. - Assists chapter leaders with accessing and using community platforms. - Partners with Chapter Engagement Partners to help support the successful implementation and adoption of new programs and services targeting chapter leader growth and development. What you’ll bring to the role: - Identify and assess options for new chapter development policies, programs, and services. - Provide regular reports to evaluate the effectiveness of existing programs and services and provide strategic recommendations for future direction. - Serve as a resource for chapters and mentors to effectively manage governance issues and questions, addressing and resolving issues when appropriate and escalating to department leadership as needed. - Utilizing data from a variety of sources, such as the Chapter System and Volunteer Engagement Platform, monitor and report on overall performance for assigned regions. - Support chapters in the successful design and delivery of relevant and engaging events. - Apply PMI Chapter Charter process, including monitoring of core processes to ensure timely, accurate, and complete flow of information. - Approve PMI Chapter Charters as appropriate, administer the Annual Chapter Charter Renewal program, including in regular status reporting. - Serve as a dedicated resource between chapters and Customer Care to effectively respond to complex matters that span multiple departments. - Ensure accurate and current volunteer information as well as quality assurance checks, updates and feedback with volunteers and staff. - Participate to support volunteer role descriptions, system tools, messaging and training. - Review, respond, and approve PMI Chapter by-laws submissions, coordinating with appropriate internal stakeholders to ensure compliance and legal standing within PMI policy. - Participate in and contribute to the policy manual development, process updates and documentation, and associated templates, as well as related department operating procedures. - Drive PMI product and service adoption in line with PMI’s regional goals and market strategy. - Contribute to regional and global projects, bringing local insights and strengthening relationships. - Collaborate with internal stakeholders to improve service delivery, support business development, manage multiple priorities, and handle sensitive information with discretion. Qualifications - Bachelor’s degree in business or other related field preferred. Equivalent experience may be considered. - 3-5 years of association experience or similar scope experience administering processes for dispersed geographic groups including working knowledge of not-for-profit organizational and governing documents (bylaws, policies, charters). - General knowledge of association laws and general practices (Anti-Trust, UBIT Tax, Non-Profit Classifications). - General knowledge of insurance program requirements, including general liability and professional. - Quickly establish and maintain a positive oral and written presence in high-volume settings; build and maintain effective relationships. - Demonstrated ability to work with all levels of staff, global customers, volunteers in varied committee structures, and external organizations with a track record of positive long-term outcome-based relationships. - Maintain confidentiality of sensitive organization topics and issues. - Ability to successfully manage multiple concurrent tasks and commit to time-sensitive deliverables. - Possible travel up to 25%. Benefits - An excellent total package, with compensation and benefits based upon your geographic location. - Skill development opportunities, to help you grow now and into the future. - Access to a global network, to enrich your professional experience. - Flexible options to help balance work time and your time. - Award and bonus opportunities.

Role Description 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. Client experience is at the core of Equitable’s strategy, and the onboarding journey sets the foundation for lasting advisor and client relationships. As an Advanced Markets, Case Manager, you’ll deliver a proactive, white‑glove experience for High‑Net‑Worth advisors and clients, managing complex, high‑value life insurance cases from application to placement. In this external‑facing role, you’ll act as the primary strategic partner for HNW advisors, navigating sophisticated cases, resolving escalations, and collaborating closely with underwriting, risk, compliance, pricing, and distribution teams. Your technical expertise and relationship‑driven approach will directly influence placement and revenue outcomes for large ($5M+) and jumbo ($10M+) cases while advancing Equitable’s differentiated new‑business service strategy. Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment. What you’ll do: - Act as the primary strategic partner for High‑Net‑Worth (HNW) advisors and wholesalers, delivering expert guidance and a proactive, white‑glove experience on complex, high‑value cases. - Lead end‑to‑end ownership of large‑face‑amount cases, managing onboarding from application through policy issue and settlement. - Exercise independent judgment to re-prioritize case volumes based on business impact, case complexity, and placement deadlines, overriding standard handling instructions when necessary to secure high-value business. - Serve as the key liaison between external partners and internal Underwriting, Risk, Legal, and Operations teams to ensure alignment, transparency, and timely outcomes. - Review and analyze complex financial and medical information, developing alternative strategies that advance cases while maintaining risk and regulatory standards. - Independently prioritize and manage cases based on business impact, complexity, and placement deadlines to secure high‑value opportunities. - Maintain disciplined workflow balancing: - Processing time (reviewing documents, updating systems, managing requirements) - Phone time (advisor calls, underwriting discussions, vendor coordination) - Strategic time (planning, prioritizing, and anticipating case needs) - Resolve escalations and negotiate case solutions, balancing advisor expectations with corporate governance requirements. - Translate complex underwriting, tax, and legal requirements into clear, actionable guidance that drives case progression. - Proactively manage follow‑ups, documentation, and communication to ensure audit readiness and accountability across all stakeholders. - Use workflow tools and performance data to manage deadlines, track progress, and achieve placement and revenue targets. - Identify and lead process improvements to enhance speed‑to‑issue, service quality, and competitiveness in the Advanced Markets segment. Qualifications - 3–5+ years of experience in life insurance new business, underwriting support, or case management (large‑case experience strongly preferred). - Fluency in both Mandarin and English is required for this position, including the ability to speak, read, and write proficiently in both languages. - Strong understanding of life insurance products, underwriting processes, and financial documentation requirements. - Deep understanding of advanced underwriting scenarios, complex financial risk or wealth planning strategies. - Proficiency with tax structuring and/or estate planning concepts. - Exceptional communication skills, both verbal and written; additional languages preferred. - Ability to manage multiple complex cases simultaneously while maintaining accuracy and service quality. - High level of discretion, professionalism, and client‑service orientation. - Proficiency with new business processing systems, workflow tools, and CRM platforms. 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. Company Description 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 careers@equitable.ca, 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, Advanced Markets Case Management, New Business Department: Individual New Business Term: Permanent Full-Time Location: British Columbia This position is open and we are excited to find the right person to join our team. As part of the recruitment process, you will need to go through background screening, as per our company policy.

• Manage department calendars and coordinate meetings for the Growth team • Maintain efficient filing systems for department documentation • Prepare and distribute meeting agendas and minutes • Serve as the primary point of contact for basic department inquiries • Perform regular data entry of new leads, contacts, and opportunities into the CRM system • Update existing CRM records with current information gathered from team members and research • Maintain data quality in the CRM and SharePoint through regular audits and cleanup activities Opportunity Research & Analysis • Assist in monitoring government procurement websites (e.g., SAM.gov, GovWin) to identify potential opportunities • Help gather and organize information about upcoming solicitations • Support the research and documentation of customer requirements and preferences Competitive Intelligence • Collect publicly available information about competitors' capabilities and past performance • Support the development of competitor profiles using templates • Assist in organizing competitive intelligence data in structured formats • Help identify basic strengths and weaknesses in competitive positioning Customer Engagement Support • Coordinate meeting logistics and prepare materials for customer interactions • Take detailed notes during customer meetings and help organize follow-up actions • Support the development of customer profiles and organizational charts Solution Development Support • Help collect and organize technical information from subject matter experts • Assist in documenting solution components using templates Capture Documentation • Support the development and maintenance of capture plans using established templates • Assist in organizing and updating capture documentation • Help compile information for bid/no-bid decision meetings • Support the transition of capture information to proposal teams

Role Description The Technical Support Analyst provides intermediate-level customer support for IDR Gateway sign-up, sign-in, organization setup, organization association, and user management activities, while also supporting related research, analysis, and operational tasks. This role maintains end-to-end ownership of customer support needs across phone, email, web chat, and back-office channels, ensuring timely resolution, adherence to service level agreements, and a consistently high-quality customer experience. - Provide intermediate-level inbound call, outbound call, and email support for customer inquiries related to IDR Gateway access, organization setup, association requests, and user management. - Maintain end-to-end responsibility for customer support needs by delivering timely, reliable, accurate, and courteous service across all assigned channels. - Research and analyze customer service issues to identify root causes, provide accurate information, and deliver effective resolutions in a timely manner. - Provide monitoring support and customer outreach for issue follow-up and requested resolution activities. - Demonstrate advanced service skills by identifying underlying customer issues and recommending long-term solutions when appropriate. - Log new cases and update existing cases to document each phone and email interaction with customers in accordance with established procedures. - Support back-office service activities required to complete research, issue tracking, and case follow-up. - Identify workflow improvement opportunities and adapt effectively to revised processes, procedures, and operational requirements. - Execute all support services in compliance with customer processing rules, published program guidelines, quality expectations, and service level agreements. - Work with moderate supervision while consistently delivering dependable support and effective customer outcomes. Qualifications - High school diploma or GED. - Minimum of 3 years of experience in customer service, public relations, or a related support environment. - Demonstrated experience providing customer support in phone, email, chat, or back-office service channels. - Excellent customer service skills and a strong commitment to providing quality service. - Ability to provide effective customer service and interact tactfully and courteously with the public. - Strong written and verbal communication skills. - Exceptional problem-solving and organizational skills. - Strong attention to detail and accuracy in documentation, case handling, and issue resolution. - Ability to build and maintain positive working relationships and rapport with customers and colleagues. - Ability to adapt to new processes, procedures, and operational changes. - Ability to interact effectively with others in a team-based service environment. - Ability to convey enthusiasm, professionalism, energy, and sincerity over the phone. - U.S. citizenship required. - Ability to obtain and maintain a Public Trust clearance. Preferred Qualifications - Experience supporting regulated programs, transaction-based processing, or case-driven service environments. - Familiarity with IDR Gateway-related support activities, user account support, and organization association workflows. - Experience researching processing status, data integrity issues, and customer-reported discrepancies. - Experience working in a metrics-driven environment with service level agreement accountability. - Knowledge of case management systems, customer interaction logging, and issue tracking processes. - Experience identifying workflow improvement opportunities and contributing to operational efficiencies. - Associate degree or additional training in customer service, business operations, or a related field. Job Specific Skills - IDR Gateway customer support - Intermediate customer issue resolution - Multi-channel service delivery - Case management and documentation - Research and analysis - Data integrity review - SLA adherence - Workflow improvement