Business Setup Specialist

2 weeks ago


Waterloo, Canada Equitable Life of Canada Full time

At Equitable Life of Canada, 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 customer-responsive staff. Join Equitable Life today.

**Position Title**: Business Setup Specialist

**Reports To**: Manager, Group Issue and Special Projects

**Department**: Group Issue

**Term**: Permanent Full-Time

**Work Arrangements**: We are currently working remotely, and we will be moving to a hybrid model when our office renovation is complete (approximately September 2023), coming into the office a minimum of 2 days per week, every other week on designated days.

**What you will be doing**:

- Accurately implement new policyholders with Equitable Life (system set up and plan documents)
- Provide accurate and timely support for plan changes (system and document updates)
- Analyze and set up Group Benefits and create contracts, booklets, and endorsements to support new issues and plan amendments
- Employ effective customer service and act as a liaison with the Regional Sales Offices, utilizing both excellent communication skills, and in-depth knowledge of group insurance systems and Group Benefits
- Amend the setup of plans within the system to enable other departments to administer and adjudicate claims according to contractual provisions
- Co-ordinate workflow with other business units to ensure smooth transition of information across the Group Division

**What you will bring**:

- College or University degree or working equivalent
- Group benefits knowledge and experience
- Excellent analytical and problem-solving skills
- Superb communication skills
- Strong customer service skills
- Ability to multi-task while juggling conflicting priorities
- Comfort and confidence working in an ever-changing challenging environment
- Interest in continuous learning
- Working knowledge of Microsoft Windows, Word and Excel
- Bilingual in French and English, both spoken and written is an asset

**What’s in it for you**:

- A healthy work-life balance with employee wellness top of mind
- Annual bonus program, annual vacation allowance, and company-paid benefits program
- An additional paid volunteer day each year so you can spend time giving back to the community
- Immediate enrollment in the company’s pension program with employer matching
- Employee resource groups that support an inclusive work environment
- Tuition support and specialized program assistance
- A company subsidized cafeteria with a variety of daily options
- Discounts on company products and services, and access to exclusive employee perks
- Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to provide two professional references (minimum one supervisor and above).

As part of the recruitment/offer process you will be required to:

- Provide two professional references (minimum one supervisor and above)

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


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