Group Underwriter - Group Quotes

Equitable; Waterloo; Hybrid; CAD 55,000 - 70,000; Full time

Job summary

A leading insurance firm in Waterloo is seeking a Group Underwriter - Group Quotes for a hybrid role. This position is essential to the Group New Business team, where you'll underwrite benefits requests and communicate with various stakeholders. Ideal candidates will have 2-3 years of experience in group benefits, strong mathematical skills, and excellent communication abilities. Join a dynamic team committed to making a positive impact on clients' lives.

Benefits

Annual bonus program

Generous vacation package

Tuition support

Access to discounts and exclusive perks

Onsite cafeteria

Employee resource groups

Qualifications

• 2-3 years of group benefits experience.
• Interest in completing Certified Employee Benefit Specialist (CEBS) examinations.

Responsibilities

• Underwrite group benefits requests.
• Screen group requests and assess the risk involved.
• Set final rates through experience rating.
• Negotiate final rates with Group Account Executives.
• Communicate final decisions on special rate reviews.

Skills

Deductive reasoning

Problem-solving ability

Good interpersonal skills

Verbal and written communication skills

Negotiation skills

Organizational and time management abilities

Strong mathematical ability

Bilingual in French and English

Job description

Overview

Position Title : Group Underwriter - Group Quotes

Reports To : Manager, Group Underwriting

Department : Group Quotes

Term : Permanent Full-Time

Work Arrangements : This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two consecutive days every other week, plus a fifth assigned day per month. You are welcome to work from the office more than the minimum; some roles may require more time in the office.

The Opportunity

At Equitable, our focus is on making a meaningful impact in the lives of Canadians by putting clients at the heart of everything we do. We lead with empathy, act with intention, stay curious, and support one another every step of the way. If you\'re looking for purpose-driven work in a collaborative and inclusive environment where your voice is heard, and your growth is encouraged, we’d love to connect. We are looking for an Underwriter to join our Group New Business team. The position is critical to our success. Join one of the Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024 and be part of something that matters.

Responsibilities

• Underwrite group benefits requests
• Screen group requests to request missing information, clarify specifications and assess the risk involved in order to select quality business
• Set final rates through experience rating and considering all other characteristics of the risk
• Negotiate final rates with Group Account Executives and Advisors
• Take appropriate action on requests for special rate reviews, and effectively communicate final decisions

Qualifications

• Good knowledge of group plans acquired through 2-3 years of group benefits experience
• Deductive reasoning, problem solving ability and flexibility of decision making
• Good interpersonal skills
• Enthusiasm with an interest in working in a changing environment
• Good verbal and written communication skills as well as negotiation skills
• Good organizational and time management abilities
• Ability to balance deadlines and shift priorities
• Strong mathematical ability
• Bilingual in French and English, spoken and written is an asset
• Interest in completing Certified Employee Benefit Specialist (CEBS) examinations particularly those pertaining to Group Benefits

What’s in it for you

• A workplace where care, passion, and curiosity aren’t just values, they’re how we work, grow, and succeed together every day.
• A healthy work-life balance with employee wellness top of mind
• Annual bonus program, annual vacation allowance, and company-paid benefits program
• Generous vacation package with one volunteer day to give back to a charity of your choice
• 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 process, candidates may be asked to complete an assessment and will be required to undergo background screening, in accordance with company policy.

This position is available due to an existing vacancy.

We are dedicated to inclusive and accessible hiring practices. If you require accommodations or alternative formats, please contact us at [e-mail].

Senioriry level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Insurance