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Life Administrator

4 days 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**: Life Administrator
**Reports To**: Supervisor, Individual Life Administration
**Department**: Individual Inforce Life Administration
**Term**: Temporary Full-Time - Twelve (12) Month Contract

**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 growing We are looking for a Life Administrator to join our team

**What you will be doing**:

- 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
- Respond to inquiries from policyholders & advisors while presenting a positive Company image
- Provide outstanding customer service to both internal and external clients

**What you will bring**:

- 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
- Effective and professional communication skills, both written and verbal, and ability to tailor your message effectively to the audience, whether an internal or external customer.
- 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’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)

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

LI-Hybrid