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.As the Compensation and Contracting Administrator (Advisor Services - Field Contracting Compensation Administrator), you will be responsible for investigating, responding, and completing contracting and compensation related inquiries and transactions for the Producer, AGA and MGA Individual Life and Annuity network. You will also play a key role in managing daily/weekly payment processing, including exceptions, garnishments and debt allowances while ensuring exemplary attention to detail and accuracy while overseeing financial administration.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:Review applications received for Advisor/MGA contracting to ensure required information is accurately provided; includes follow up on outstanding requirements as neededProcess daily and weekly payments, administration of ad hoc payments,



holds and adjustments; additional pay related tasks as requiredTimely investigation and response to commission and contracting related inquiries received via email and phoneProcess new contract applications, amending existing contract information on the Fasat System for MGAs, AGAs, Producer Groups, Producers, Field Managers, Branches and RegionsAdhere to regulations for Licensing, Sponsorship and Terminations as stipulated by Provincial Insurance Councils to mitigate penalties of fines and lawsuits to the CompanyAbility to identify and elevate urgent and complex situations as requiredAdhere to contracting, compliance and privacy rules for ordering, reviewing and interpreting credit reports and other industry reportsProcess Agent of Record Changes and Block Transfers on Life and Annuity policies on Fasat, Ingenium and Vax, collection of transfer fees and processing journal entries for eachProcess unprocessed activities, as well as all override changes, banking and pay instruction changesUpdate initial and renewal Licenses and E&O information for MGAs, Producers and Field ManagersProcess terminations on Fasat as directed by EL Compliance Officer, Insurance Councils, MGAsProcess month-end reconciliations and journal entries, process year end payroll activities including tax related transactionsProvide assistance for Equinet users regarding compensation inquiriesDaily maintenance of dashboard informationWhat you'll bring:Post Secondary education in an Accounting, bookkeeping or math program (or similar) and LOMA courses are an assetWorking knowledge and experience of Advisor/MGA commission, licensing and contracting requirements and process is an assetCompliance knowledge related to Advisor/MGA commission,



licensing and contracting is an assetAnalytical mindset; we are looking for someone who enjoys working with numbers and has basic bookkeeping knowledgeAbility to thrive in a fast-paced environment while working independently with tight deadlines and multiple prioritiesSuperior customer service etiquette paired with strong verbal and written communication skills; a willingness to engagewith Advisors/MGAs in a telephone or meeting capacityStrong computer skills, proficiency in Microsoft 360 including Word and Excel; OnBase, FASAT and Ingenium would also be an assetAbility to support team goals and targets combined with ability to work independentlyKey attention to detail and a focus on maintaining accuracyWhat's in it for you:Career Growth: Regular learning sessions and development opportunitiesTotal Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matchingTime Away: Competitive vacation plus one paid volunteer day each yearFlexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a "dress for your day" approachAt 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, Advisor Services Department: Individual Insurance Term: Permanent Full time

📌 Compensation And Contracting Administrator (Advisor Services) (Alton)
🏢 Equitable
📍 Alton