Group Underwriting Assistant (Group Issue)

Equitable; Southwestern Ontario; Hybrid; CAD 40,000 - 60,000; Full time

Benefits offered by this job

Career growth opportunities

Competitive compensation and benefits

Paid vacation + volunteer day

Job summary

Equitable in Waterloo, Ontario, is hiring an entry-level insurance professional to support the Group Issue department. You will learn the insurance process, set up new issue materials, and assist with plan member booklets while delivering quality customer service.

In a hybrid office setting, you will collaborate with teammates, gain process exposure, and develop in a supportive environment. Strong organizational and communication skills are essential; bilingual French is a plus.

Qualifications

• Comfort and confidence in a dynamic, evolving environment.
• Strong organizational skills with high attention to detail.
• Excellent time management and ability to prioritize tasks.
• Highly developed customer service and communication skills (oral and written).
• Ability to work effectively in a team.
• Proficient with MS Word and Excel.

Responsibilities

• Set up New Issue material and create new-issue sales announcements.
• Implement Plan Member booklets for new and existing policyholders.
• Enter data into Telus Tandem to support claims payments.
• Publish policies and booklets to Plan Administrator and Plan Member Web.
• Initiate plan amendments and update tracking tools.
• Coordinate with M&T to ensure delivery of booklets to customers.
• Prepare quotes, renewals, new issues, and amendments.
• Audit employee data and enter plan design for rate calculations.
• Track time and maintain case logs for appropriate activities.
• Review Rate Confirmations against the discount policy.
• Enter Rate Confirmation details into Quote Manager and Group Manager.

Skills

Organizational skills

Time management

Customer service

Communication skills

Teamwork

MS Word

Excel

Group Benefits knowledge

French language (asset)

Tools

MS Office

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.

This is a great entry level opportunity where you can learn about the insurance industry while making a meaningful impact in the department and business. If you’ve got outstanding customer service skills along with a keen desire to learn and develop as an insurance professional, then this is the perfect opportunity for 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

• Accurate and timely setup of New Issue material, creation of new issue sales announcements
• Accurate and timely implementation of Plan Member booklets for new policyholders, and existing policyholders to support amendment requests
• Initial entry and required updates to Telus system (Tandem) to support accurate claims payment for plan member pay direct drug claims submitted at the pharmacy
• On-line posting of policies and booklets to support Plan Administrator Web and Plan Member Web
• Initiate plan amendments including announcement and tracking tool update
• Liaise with M&T to ensure accuracy and timeliness of delivery booklets to customers
• File set up to support Quotes, Renewals, New Issues and Amendments
• Audit and correction of employee data and entry of plan design to support Quote and Renewal rate calculation
• Time tracking and updating of case logs to ensure appropriate
• Initial review of Rate Confirmations to ensure that they comply with our published Discount policy
• Entry of Rate Confirmation details into Quote Manager and Group Manager for discount tracking and customer billing purposes
• Initial set up of the Renewal Report including manual entry of premiums, claims, rates and corresponding age/sex, industry and occupation factors for previous to current year comparison purposes

What you’ll bring

• Comfort and confidence working in an ever-changing and always challenging environment
• Strong organizational skills with high attention to detail
• Excellent time management skills, a sense of urgency and an ability to prioritize competing tasks
• Highly developed customer service skills, paired with strong communication skills, both verbal and written
• Ability to work effectively in a team environment
• Excellent computer skills, including MS Word and Excel
• Group Benefits knowledge and experience is preferred
• Bilingualism in written and spoken French is an asset

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

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.

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. This position is open and we are excited to find the right person to join our team.Your base pay will be based on your skills, qualifications, experience and education.

At Equitable, your resume will be reviewed by real people and all hiring decisions are made by our recruiters and hiring managers. AI tools may be used to support administrative and productivity tasks throughout the recruitment process, but we believe that evaluating experience, skills, and talent potential requires meaningful human interaction.

As part of our commitment to maintaining a secure and trusted workplace, candidates selected to move forward in the recruitment process will be required to complete a background screening in accordance with company policy.

Reports To: Manager, Group Issue and Special Projects

Department: Group Issue

Term: Permanent Full-Time