New Business Coordinator

Equitable; Southwestern Ontario; Hybrid; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Allowance in place of vacation pay

Dress for your day flexibility

Job summary

Equitable in Waterloo, Ontario seeks a detail-oriented Coordinator to support and administer processing of Individual New Business applications. Hybrid work arrangement with office presence required two consecutive days every other week, plus a fifth day monthly, with potential for more in-office time.

Responsibilities include processing applications accurately, supporting Advisors and MGA’s, and delivering excellent customer service across vendors and regional staff.

Qualifications

• Sound knowledge of Windows based programs and excellent keyboarding skills.
• Highly organized with excellent attention to detail.
• Strong communication skills; both verbal and written.
• Ability to work effectively in a team environment with a focus on team goals, as well as an ability to work independently.
• Process driven with a superior customer service attitude.
• Experience in UWPro and Onbase an asset.

Responsibilities

• Process new life insurance applications by entering information into various systems with absolute attention to accuracy and detail.
• Communicate with and support Advisors, MGA’s and DIS’s as required to follow up on outstanding requirements.
• Provide exceptional customer service to MGA’s, AGA’s, external Vendors and Regional Staff.
• Special handling of requests and modifications as required.
• Applications must be processed within set service standards, which requires an ability to manage fluctuating volumes and change in direction.
• Problem solving with day-to-day work assignments.
• Provide daily updates to Manager relating to volumes processed, process times, and other required metrics as required.

Skills

Attention to detail

Communication skills

Teamwork

Independent work

Customer service mindset

Process driven

Tools

UWPro

OnBase

Windows

Job description

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.

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’re looking for an individual who has a keen eye towards attention to detail and a knack for providing outstanding service to internal clients. The successful Coordinator will be responsible to support and administer the accurate processing of all Individual New Business applications and inquiries.

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:

• Process new life insurance applications by entering information into various systems with absolute attention to accuracy and detail. This includes verifying key pieces of information are included, accurate and complete.
• Communicate with and support Advisors, MGA’s and DIS’s as required to follow up on outstanding requirements.
• Provide exceptional customer service to MGA’s, AGA’s, external Vendors and Regional Staff.
• Special handling of requests and modifications as required.
• Applications must be processed within set service standards, which requires an ability to manage fluctuating volumes and change in direction
• Problem solving with day-to-day work assignments.
• Provide daily updates to Manager relating to volumes processed, process times, and other required metrics as required.

What you’ll bring:

• Sound knowledge of Windows based programs combined with excellent keyboarding skills
• Highly organized with excellent attention to detail
• Strong communication skills; both verbal and written
• Ability to work effectively in a team environment with a focus on team goals, as well as an ability to work independently
• Process driven with a superior customer service attitude
• Experience in UWPro and Onbase an asset

What’s in it for you:

• Career Growth:Regular learning sessions and development opportunities
• Total Rewards:Allowance provided in place of vacation pay and benefits
• Flexibility:Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach

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.

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, Individual New Business
Department: Individual Insurance
Term: Temporary Full-Time, Eighteen (18) Month Contract