New Business Coordinator - Bilingual (French/English)

Equitable Life of Canada; Waterloo; Hybrid; CAD 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a Bilingual New Business Coordinator to join their dynamic team. This role offers a unique opportunity to gain entry-level experience in the insurance sector while working in a supportive and collaborative environment. The ideal candidate will possess strong attention to detail and communication skills, ensuring the accurate processing of life insurance applications. With a commitment to employee wellness and a healthy work-life balance, this organization is recognized as one of the top employers in the Waterloo Area. If you are looking to kickstart your career in a rewarding and engaging setting, this opportunity is perfect for you.

Benefits

Healthy work-life balance

Employee wellness programs

Onsite cafeteria

Regular team events

Inclusive work environment

Qualifications

• Ability to process new life insurance applications accurately.
• Strong communication and customer service skills are essential.

Responsibilities

• Process new life insurance applications with accuracy and detail.
• Provide exceptional customer service to internal clients and support staff.

Skills

Attention to detail

Customer service

Communication skills

Organizational skills

Problem-solving

Bilingual (French/English)

Tools

Windows based programs

UWPro

Onbase

Job description

New Business Coordinator - Bilingual (French/English)

Monday, April 14, 2025

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

Now is an exciting time to join one of the Waterloo Area’s Top Employer 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 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.
• Fluent in both French and English.

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/offer process you will be required to:

• Two professional references (minimum one supervisor and above).

This role is open due to an existing vacancy.

To learn more about Equitable, we encourage you to explore our organization.

At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at [e-mail] if you would like to receive our job postings in an alternative format or require an accommodation with the application process.