Group Collections and Commissions Specialist

Equitable Life of Canada; Waterloo; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

Join a leading company in the Waterloo area as a Group Collections and Commissions Specialist. This hybrid role involves supporting clients and advisors with premium collection and advisor compensation, ensuring high service standards. You'll thrive in a collaborative environment, utilizing your communication and analytical skills to manage relationships and processes efficiently. Enjoy a balanced work-life with numerous benefits including a bonus program, wellness initiatives, and professional development support.

Benefits

Annual bonus program

Company-paid benefits program

Paid volunteer day

Pension program with employer matching

Tuition support

Onsite cafeteria

Employee discounts

Qualifications

• Minimum 2 years of collections and commissions processing related insurance industry experience.
• Ability to prepare/manipulate MS Excel based numeric reconciliation.

Responsibilities

• Supporting advisors and clients in resolving queries about commissions and premium payments.
• Processing transactions on our administration system.
• Preparing commission and premium reconciliations using excel.

Skills

Communication

Customer Service

Problem Solving

Analytical Skills

Organizational Skills

Education

Post secondary education

Tools

MS Excel

Job description

Group Collections and Commissions Specialist Waterloo, ON, Canada Req #2815 Tuesday, May 13, 2025 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.

Reports To: Group Collections and Commissions Specialist
Department: Group Actuarial Term: Permanent Full-Time


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 Group Collections and Commissions Specialist for our Group Actuarial team. This roleis responsible for providing service to our clients and advisors on matters related to Premium collection and Advisor Compensation as well as processing related tasks in our administration system.We are a busy team, so strong communication skills, multi-tasking, high level of accuracy and attention to detail are a must. If you thrive in a fast-paced, results-driven environment, we’d love to hear from you.

Now is an exciting time to join one of the Waterloo Area's and Southwestern Ontario's Top Employers for 2025!


What you will be doing:

• Supporting our advisors and clients in resolving queries about commissions and premium payments.
• Collaborating with people at various levels of the organization in relationship management
• Ensuring advisor errors & omissions/required licensing is up to date.
• Assisting with agent of record (AOR) changes.
• Processing transactions on our administration system
• Processing payments to advisors
• Preparing commission and premium reconciliations using excel
• Supporting workload management for overall Group Collections and Commissions team
• Ensure strong internal controls and service standards are achieved

What you will bring:

• Post secondary education
• Excellent communication skills, including effective listening and the ability to communicate clearly both verbally and in writing.
• Superior customer service skills with phone and email etiquette.
• Excellent problem solving and analytical skills
• Self motivated drive that strives for continuous improvement
• Minimum 2 years of collections and commissions processing related insurance industry experience
• Strong attention to detail and high degree of accuracy
• Ability to prepare/manipulate MS Excel based numeric reconciliation
• Demonstrated organizational skills with the ability to meet deadlines

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)
• Complete an assessment and/or testing

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 [emailprotected] if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

#LI-Hybrid

Other details

• Job Family Individual Contributor - Non Transactional
• Pay Type Salary

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