New Business Coordinator

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

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 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 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
  
  

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)
  
  

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 [email protected] if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

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