New Business Coordinator

Equitable; Southwestern Ontario; Hybrid; CAD 40,000 - 55,000; Full time

Job summary

A leading insurance firm is seeking a New Business Coordinator in Waterloo, Ontario, for an entry-level role. You will process life insurance applications, ensuring accuracy and detail, while providing exceptional service. This hybrid role offers a supportive work environment that values communication and inclusivity, making it a great opportunity to start your career in the insurance industry.

Benefits

Employee wellness programs

Onsite cafeteria

Inclusive work environment

Qualifications

• Strong knowledge of Windows-based applications and excellent keyboarding skills.
• Ability to work effectively in a team and independently.
• Superior customer service attitude and process-driven.

Responsibilities

• Process new life insurance applications with accuracy and detail.
• Communicate with Advisors and support them as required.
• Provide exceptional service to various external and internal stakeholders.

Skills

Attention to detail

Customer service

Communication skills

Organizational skills

Tools

Windows based programs

UWPro

Onbase

Job description

New Business Coordinator

Reports To: Manager, Individual New Business

Department: Individual Insurance

Term: Temporary Full-Time, Eighteen (18) Month Contract

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: 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’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.

This is a great opportunity for someone to gain entry level experience in the insurance industry. 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.

What you will be doing:

• 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 will 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:

• A healthy work-life balance with employee wellness top of mind.
• We value open, honest communication between team members, challenging each other to continually improve.
• Employee resource groups that support an inclusive work environment.
• An onsite, full-service cafeteria with a variety of daily options.
• 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].

Job Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Marketing and Sales
• Industries: Insurance

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