Group Sales and Service Support

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other.

The Opportunity:  At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

Equitable is looking for a Group Sales and Service Support to join our Group Sales team. This role works collaboratively with members of the Group Sales team to provide service to the Eastern provinces. In this role, you will provide administrative support to the team, while ensuring a positive experience for our group plan sponsors and advisors.

Join one of the region’s top employers and be part of something that truly makes a difference.

Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.

 

What you’ll do:

• Submit request to quote to the underwriting department and correspond with advisors for outstanding information
• Assist Group Account Executives (GAEs) with the renewal process by ordering requested reports and submitting sold rates
• Prepare group terminations and order requested reports
• Provide support to our advisors and clients via email and phone
• Answer inquiries relating to commissions and ensure advisor errors & omissions/required licensing is up to date
• Assist with agent of record (AOR) changes
• Monitor and investigate late premium payments through interactions with advisors and plan administrators
• Complete inforce transmittals
• Support national regions as required to meet overall goals and balance workloads
• Assist in the process of data collections, efforts to improve processes, or to make processes consistent between regional offices

What you’ll bring:

• Post-Secondary education or equivalent
• Previous customer service experience
• Comprehensive understanding of group insurance is an asset
• Strong analytical, organization, time-management and decision-making skills
• Superior communication skills, including effective listening and the ability to communicate clearly both verbally and in writing
• Ability to work in a fast-paced environment with tight deadlines and changing priorities
• Experience using Word, Excel, and ability to learn and apply new system applications

What’s in it for you:

• Career Growth: Regular learning sessions and development opportunities 
• Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching 
• Time Away: Competitive vacation plus one paid volunteer day each year
• Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach.
  
  
  

At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at careers@equitable.ca. We’re happy to help.

Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive benefits.

If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.

Reports To: Manager, Group Underwriting

Department: Group
Term: Permanent Full-Time
Location: British Columbia

This position is open and we are excited to find the right person to join our team. 
 
As part of the recruitment process, you will need to go through background screening, as per our company policy. 

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