Group Underwriting Assistant

7 months ago

Waterloo, Canada Equitable CA Full time

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**:Group Underwriting Assistant
**Reports To**:Manager, Group Renewal, Corporate Accounts, myFlex Underwriting and Group Underwriting Assistants
**Department**:Group
**Term**:Permanent Full-Time

**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 looking to hire a Group Underwriting Assistant to join our team This is a great entry level opportunity where you can learn about the insurance industry while making a meaningful impact in the department and business. If you’ve got outstanding customer service skills along with a keen desire to learn and develop as an insurance professional, then this is the perfect opportunity for you

**What you will be doing**:
- File set up to support Quotes and Renewals
- Audit and correction of employee data and entry of plan design to support Quote and Renewal rate calculation
- Calculation of manual rates for alternate costings on both Quotes and Renewals
- Time tracking and updating of case logs to ensure appropriate measurement reporting
- Filing and retrieval of Quote and Renewal files according to our department protocol
- Distribution of specially requested and automated system generated reports;
- Distribution of department mail
- Initial review of Rate Confirmations to ensure that they comply with our published Discount policy
- Entry of Rate Confirmation details into Quote Manager and Group Manager for discount tracking and customer billing purposes
- Initial set up of the Renewal Report including manual entry of premiums, claims, rates and corresponding age/sex, industry and occupation factors for previous to current year comparison purposes

**What you will bring**:
- Comfort and confidence working in an ever-changing and always challenging environment
- Strong organizational skills with high attention to detail
- Excellent time management skills, a sense of urgency and an ability to prioritize competing tasks
- Highly developed customer service skills, paired with strong communication skills, both verbal and written
- Ability to work effectively in a team environment
- Excellent computer skills, including MS Word and Excel
- Group Benefits knowledge and experience is preferred
- Bilingualism in written and spoken French 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
- An onsite, full-service 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)
- Complete an assessment and/or testing

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

LI-Hybrid

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