New Business Coordinator - Bilingual (French / English)

Equitable; Waterloo; Hybrid; CAD 45,000 - 60,000; Full time

Job summary

Equitable is seeking a Bilingual New Business Coordinator to support the processing of life insurance applications in a hybrid role. This position offers entry-level experience in the insurance industry, emphasizing attention to detail and exceptional customer service. Join a recognized top employer and contribute to a collaborative team environment.

Benefits

Healthy work-life balance

Employee resource groups

Onsite cafeteria

Regular company events

Qualifications

• Fluent in both French and English.
• Proficiency with Windows-based programs.
• Strong verbal and written communication skills.

Responsibilities

• Process new life insurance applications accurately.
• Communicate with Advisors and support internal clients.
• Provide exceptional customer service.

Skills

Attention to detail

Customer service

Communication

Organizational skills

Tools

UWPro

OnBase

Job description

New Business Coordinator - Bilingual (French / English)

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At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated, and client-responsive staff. Join Equitable today.

Position Title : New Business Coordinator - Bilingual (French / English)

Reports To : Manager, Individual New Business

Department : Individual New Business Coordination

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

Schedule : 37.5 hours per week, Monday to Friday (must be available to work 10:00 am to 6:00 pm on a rotational basis, approximately one week every 3 months)

Work Arrangements : This is a hybrid role. You will work in our office in Waterloo, ON, a minimum of two (2) consecutive days every other week, plus a fifth (5th) day per month. You are welcome to work from the office more than the minimum requirement, and some roles may require more in-office presence.

The Opportunity : Equitable is growing! We are looking for a Bilingual New Business Coordinator to join our team!

We’re seeking an individual with a keen eye for detail and a knack for providing outstanding service to internal clients. The successful candidate will support and administer the accurate processing of all Individual New Business applications and inquiries. This role offers entry-level experience in the insurance industry.

Join us during an exciting time, recognized as one of Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024!

What you will be doing :

• Process new life insurance applications by entering information into various systems with accuracy and attention to detail, verifying completeness and correctness.
• Communicate with and support Advisors, MGA’s, and DIS’s to follow up on outstanding requirements.
• Provide exceptional customer service to MGA’s, AGA’s, external vendors, and regional staff.
• Handle requests and modifications as required.
• Ensure applications are processed within set service standards, managing fluctuating volumes and changes.
• Problem-solve daily work assignments.
• Provide daily updates to the Manager regarding volumes processed, processing times, and other metrics.

What you will bring :

• Proficiency with Windows-based programs and excellent keyboarding skills.
• Highly organized with excellent attention to detail.
• Strong verbal and written communication skills.
• Ability to work effectively both independently and as part of a team.
• Customer-focused and process-driven attitude.
• Experience with UWPro and OnBase is an asset.
• Fluent in both French and English.

What’s in it for you :

• A healthy work-life balance with a focus on employee wellness.
• Open, honest communication and continuous improvement culture.
• Employee resource groups supporting an inclusive environment.
• An onsite cafeteria with diverse options.
• Regular EQ Together events fostering company community.

As part of the recruitment process, you will be required to :

• Provide two professional references (minimum one supervisor).

This role is open due to an existing vacancy.

To learn more about Equitable, explore our organization.

We are committed to equal employment opportunities. Contact our HR team at [email protected] for accessible formats or accommodations.