Life Administrator Hh1272

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.

Life Administrator

**Reports to**: Supervisor, Individual Life Administration
**Department**: Individual Life Administration
**Status**: Permanent - Full-Time
**Working Arrangements**: Remote working available, must be available for some in-office duties

**The Opportunity**:
**What you’ll do**:

- Verify that all pertinent information and requirements have been met prior to completing requests
- Update and maintain individual life insurance policies including but not limited to the following:

- bank account updates
- policy loans
- dividend & cash withdrawals
- inquiries relating to policy values
- fund transfers and fund reallocations
- terminations
- name, beneficiary & ownership changes
- Continually assess for potential process improvements & make recommendations for efficiencies
- Responding to inquiries from policyholders & advisors while presenting a positive Company image
- Provide outstanding service to both internal and external clients

**What you’ll need**:

- You thrive in a fast-paced, constantly evolving environment with the ability to manage daily fluctuations in work volumes & adapt to change in direction
- Demonstrated critical thinking abilities
- Superior written communication skills
- 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

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

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