New Business Coordinator - Bilingual FrenchEnglish
New Business Coordinator - Bilingual FrenchEnglish
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Job Description
Position Title: New Business Coordinator Bilingual (French/English)
Reports To: Manager Individual New Business
Department: Individual New Business Coordination
Term: Temporary FullTime Eighteen 18 Month Contract
Schedule: 37.5 hours per week Monday to Friday (must be available to work 10:00 am to 6:00 pm on a rotational basis approximately one week every 3 months)
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 to work in our office more than the minimum requirement.
The Opportunity: Equitable is growing! We are looking for a Bilingual New Business Coordinator to join our team!
Were looking for an individual who has a keen eye towards attention to detail and a knack for providing outstanding service to internal clients. The successful Coordinator will be responsible to support and administer the accurate processing of all Individual New Business applications and inquiries. This is a great opportunity for someone to gain entry level experience in the insurance industry.
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:
- Process new life insurance applications by entering information into various systems with absolute attention to accuracy and detail. This includes verifying key pieces of information are included accurate and complete.
- Communicate with and support Advisors MGAs and DISs as required to follow up on outstanding requirements.
- Provide exceptional customer service to MGAs AGAs 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 daytoday 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
- Fluent in both French and English
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:
- 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:
IC
Employment Type
Full-Time
