New Business Coordinator - Bilingual (French/English)

Dayforce HCM, Inc.; Waterloo; Hybrid; CAD 40,000 - 65,000; Full time

Job summary

Join a forward-thinking company as a Bilingual New Business Coordinator, where your attention to detail and customer service skills will shine. This hybrid role offers a unique opportunity to support the processing of life insurance applications while collaborating with a dedicated team. With a focus on employee wellness and continuous improvement, you'll thrive in an environment that values open communication and inclusivity. If you're looking to kickstart your career in the insurance industry, this entry-level position provides the perfect platform to grow and make a meaningful impact.

Benefits

Healthy work-life balance

Onsite cafeteria

Employee resource groups

Regular community events

Qualifications

• Strong knowledge of Windows programs and excellent keyboarding skills.
• Ability to work effectively in a team and independently.

Responsibilities

• Process new life insurance applications accurately and efficiently.
• Provide exceptional customer service to internal clients and support advisors.

Skills

Detail-oriented

Customer service

Bilingual (French/English)

Organizational skills

Communication skills

Tools

Windows-based programs

UWPro

OnBase

Job description

New Business Coordinator - Bilingual (French/English)

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) assigned day per month. You are welcome to work from the office more than the minimum requirement, and some roles may require more in-office work.

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 Coordinator will support and administer the accurate processing of all Individual New Business applications and inquiries. This is a great entry-level opportunity in the insurance industry.

Now is an exciting time to join one of the 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 accurately entering information into various systems, verifying completeness and correctness.
• Communicate with and support Advisors, MGAs, and DISs to follow up on outstanding requirements.
• Provide exceptional customer service to MGAs, AGA, 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, process times, and other metrics.

What you will bring:

• Strong knowledge of Windows-based programs and excellent keyboarding skills.
• Highly organized with excellent attention to detail.
• Strong verbal and written communication skills.
• Ability to work effectively in a team and independently.
• Process-driven with a superior customer service attitude.
• Experience in 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 a culture of continuous improvement.
• Employee resource groups supporting an inclusive environment.
• An onsite, full-service cafeteria with daily options.
• Regular EQ Together events fostering company community.

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

• Provide two professional references (at least one supervisor).

This role is open due to an existing vacancy. To learn more about Equitable, explore our organization. We are committed to equal access to employment opportunities. Contact our HR team at [e-mail] for accommodations or alternative formats.

#LI-Hybrid

• Job Family: Individual Contributor - Transactional