Life Administrator (Waterloo)

Life Administrator (Waterloo)

23 Aug
|
Equitable
|
Waterloo

23 Aug

Equitable

Waterloo

The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you.

Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

We are looking for a Life Administrator to join our amazing team! In this role, you’re truly a subject matter expert on our life products, helping to resolve some of the most complex and interesting problems for our life insurance administration team. You’re a trusted advisor on the team, as well as relied on to provide advice/guidance to other teams within the division.

This also includes providing your expertise to process and system improvement projects. Join one of the region’s top employers and be part of something that truly makes a difference.

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. What you’ll do: Provide outstanding client service to both internal and external clients

Verify that all pertinent information and requirements have been met prior to completing requests

Update and maintain individual life insurance policies including but not limited to the following: Bank account updates

Policy loans

Dividend & cash withdrawals

Inquiries relating to policy values

Fund transfers and fund reallocations

Terminations

Name, beneficiary & ownership changes Accurately and efficiently apply premium & loan payments





Continually assess for potential process improvements & make recommendations for efficiencies

Respond to inquiries from policyholders & advisors while presenting a positive Company image. What you’ll bring: You thrive in a fast-paced, constantly evolving environment with the ability to manage daily fluctuations in work volumes & adapt to change in direction

Sound knowledge of Windows/Office and web-based applications

Demonstrated critical thinking abilities

Effective and professional communication skills, both written and verbal, and ability to tailor your message effectively to the audience, whether an internal or external client

Proven ability to learn and apply information quickly

Ability to work effectively both independently and in a team environment

Knowledge of life insurance products and/or LOMA designations are an asset

French language skills are an asset; specifically, an ability to read and provide written correspondence in French. What’s in it for you: Career Growth: Regular learning sessions and development opportunities Total Rewards: Incentive pay, annual salary reviews, employer-paid advantages and pension matching Time Away: Competitive vacation plus one paid volunteer day each year

Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach. At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at [email protected].

We’re happy to help. Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive benefits.

If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.

Reports To: Supervisor, Policy Service Individual InsuranceDepartment: Individual Life Administration Term: Permanent Full-Time

📌 Life Administrator (Waterloo)
🏢 Equitable
📍 Waterloo

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