Life Administrator
Life Administrator
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Job Description
Position Title: Life Administrator
Reports To: Supervisor Individual Life Administration
Department: Individual Life Administration
Term:Temporary FullTime Eighteen 18 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! This is a great opportunity for someone with superior critical thinking ability effective client service skills and a sound knowledge of life insurance products. The ideal candidate will also demonstrate exceptional time management and organizational skills.
Now is an exciting time to join one of the Waterloo Areas Top Employer for 2025 and Southwestern Ontarios Top Employers for 2024!
What you will be doing:
- Provide outstanding client service to both internal and external clients
- 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
- Accurately and efficiently apply premium & loan payments
- Continually assess for potential process improvements & make recommendations for efficiencies
- Respond to inquiries from policyholders & advisors while presenting a positive Company image
What you will bring:
- You thrive in a fastpaced constantly evolving environment with the ability to manage daily fluctuations in work volumes & adapt to change in direction
- Sound knowledge of Windows/Office and webbased applications
- 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 client
- Proven ability to learn and apply information quickly
- Ability to work effectively both independently and in a team environment
- Knowledge of Individual 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
Whats in it for you:
- A healthy worklife 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 fullservice 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.
At Equitable we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at if you would like to receive our job postings in an alternative format or require an accommodation with the application process.
#LIHybrid
Other details
- Job FamilyIndividual Contributor Transactional
- Pay TypeSalary
Required Experience:
Unclear Seniority
Employment Type
Full-Time
