Life Administrator

3 weeks ago


Waterloo, Ontario, Canada Equitable Life of Canada Full time

Key Responsibilities:

Provide exceptional customer service to internal and external clients, ensuring all information and requirements are met prior to completing requests.

Update and maintain individual life insurance policies, including bank account updates, policy loans, dividend & cash withdrawals, inquiries, fund transfers, terminations, name, beneficiary & ownership changes, and accurately apply premium & loan payments.

Continuously assess for potential process improvements and make recommendations for efficiencies.

Respond to inquiries from policyholders and advisors while presenting a positive Company image.

Requirements:

  • Thrives 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.
  • 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 We Offer:

  • A healthy work-life balance with employee wellness top of mind.
  • We value open, honest communication between team members, challenging each other to continually improve.
  • Employee resource groups that support an inclusive work environment.
  • An onsite, full-service cafeteria with a variety of daily options.
  • Regular EQ Together events focused on company togetherness and collaboration.

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