Client Relationship Professional

2 weeks ago


Waterloo, Ontario, Canada Equitable Life of Canada Full time
About Equitable Life of Canada

At Equitable Life of Canada, we believe that our employees are the key to our growth and success. We offer a collaborative work environment where you can grow and reach your full potential.

About the Opportunity

We are currently seeking a skilled Client Relationship Specialist to support our Eastern region. This is an excellent opportunity for someone with a proven track record of building and maintaining relationships to make a significant contribution to our team.

Job Description

The successful candidate will use their outstanding customer service and communication skills to manage the installation of new business and maintain our relationships with plan administrators. Key responsibilities include:

  • Managing the installation of new business by working with policyholders, advisors, and head office staff
  • Providing support to our Group Account Executives
  • Processing complex amendments and specialized employee notices

In addition to these responsibilities, the ideal candidate will also:

  • Co-ordinate and maintain high levels of policyholder service, which includes developing and maintaining relationships with group plan administrators
  • Coordinating and hosting benefit installation meetings with clients and/or advisors either in person or virtually
  • Delivering employee benefit presentations
  • Responding to inquiries from policyholders, certificate holders, advisors, and head office staff on complex administrative or escalated claim situations
Requirements

To be successful in this role, the candidate must have:

  • 3+ years of prior experience with group, life, and health products (preferable)
  • A valid driver's license required
  • Ability to travel occasionally
What We Offer

We offer a competitive salary, including estimated annual salary: $65,000 - $85,000 based on location and experience, plus benefits, including:

  • 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


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