Job Description
At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other.
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 benefits 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 careers@equitable.ca. 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 Insurance
Department: Individual Life Administration
Term: Permanent Full-Time
This position is open and we are excited to find the right person to join our team.
As part of the recruitment process, you will need to go through background screening, as per our company policy.
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