New Business Coordinator

2 weeks 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**: New Business Coordinator
**Reports To**: Manager, Individual New Business
**Department**: Individual
**Term**: Temporary 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.
**What you will be doing**:

- Communicate with and support Advisors, MGA’s and DIS’s as required to follow up on outstanding requirements.
- Provide exceptional customer service to MGA’s, AGA’s, external Vendors and Regional Staff.
- Special handling of requests and modifications as required.
- Applications must be processed within set service standards, which requires an ability to manage fluctuating volumes and change in direction
- Problem solving with day-to-day work assignments.
- Provide daily updates to Manager relating to volumes processed, process times, and other required metrics as required.

**What you will bring**:

- Sound knowledge of Windows based programs combined with excellent keyboarding skills
- Highly organized with excellent attention to detail
- Strong communication skills; both verbal and written
- Ability to work effectively in a team environment with a focus on team goals, as well as an ability to work independently
- Process driven with a superior customer service attitude
- Experience in UWPro and Onbase an asset

**What’s in it for you**:

- 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

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

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

This role is open due to an existing vacancy.
To learn more about Equitable, we encourage you to explore our organization.
LI-Hybrid

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