Group Collections and Commissions Specialist

Equitable; Southwestern Ontario; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Career growth

Competitive salary & benefits

Volunteer day each year

Flexible work-life

Job summary

Equitable in Waterloo, Ontario, is seeking a Group Collections and Commissions Specialist to support our Group Actuarial team. Hybrid role with office in Waterloo, minimum two days every other week plus a fifth day per month.

You will handle commissions, premium collections, and advisor compensation while maintaining accuracy and strong controls. Ideal candidates have 2+ years in collections and commissions processing in the insurance sector, plus excellent communication, Excel-based

Qualifications

• Post secondary education required.
• Strong communication, listening and written skills.
• Excellent customer service via phone and email.
• 2+ years in collections and commissions processing in insurance.
• Detail-oriented with high accuracy.
• Advanced Excel reconciliation skills.

Responsibilities

• Support advisors and clients in resolving queries about commissions and premium payments.
• Collaborate with colleagues at multiple levels for relationship management.
• Ensure advisor licensing/compliance is up to date.
• Assist with agent of record (AOR) changes.
• Process transactions on administration systems.
• Process payments to advisors.
• Prepare commission and premium reconciliations using Excel.
• Support workload management for the Group Collections and Commissions team.
• Maintain strong internal controls and service standards.

Skills

Communication skills

Customer service

Problem solving

Analytical skills

Self motivation

Organizational skills

Attention to detail

Meet deadlines

Education

Post secondary education

Tools

MS Excel

Job description

Group Collections and Commissions Specialist

Waterloo, ON, Canada

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.

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 systems.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. 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.

What you’ll do:

• 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 systems
• 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’ll 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:

• Career Growth: Regular learning sessions and developmentopportunities
• Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pensionmatching
• 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

As part of the recruitment process, candidates may be asked to complete an assessment.

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 [e-mail], 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.

Reports To: Manager, Group Collection and Commissions Department : Group Actuarial Term: Permanent Full-Time

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.