Group Collections and Commissions Specialist
Group Collections and Commissions Specialist
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Job Description
Reports To: Group Collections and Commissions Specialist
Department: Group Actuarial
Term:Permanent FullTime
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 Group Collections and Commissions Specialist for our Group Actuarial team. This role is responsible for providing service to our clients and advisors on matters related to Premium collection and Advisor Compensation as well as processing related tasks in our administration are a busy team so strong communication skills multitasking high level of accuracy and attention to detail are a must. If you thrive in a fastpaced resultsdriven environment wed love to hear from you.
Now is an exciting time to join one of the Waterloo Areas and Southwestern Ontarios Top Employers for 2025!
What you will be doing:
- Supporting our advisors and clients in resolving queries about commissions and premium payments.
- Collaborating with people at various levels of the organization in relationship management
- Ensuring advisor errors & omissions/required licensing is up to date.
- Assisting with agent of record (AOR) changes.
- Processing transactions on our administration system
- Processing payments to advisors
- Preparing commission and premium reconciliations using excel
- Supporting workload management for overall Group Collections and Commissions team
- Ensure strong internal controls and service standards are achieved
What you will bring:
- Post secondary education
- Excellent communication skills including effective listening and the ability to communicate clearly both verbally and in writing.
- Superior customer service skills with phone and email etiquette.
- Excellent problem solving and analytical skills
- Self motivated drive that strives for continuous improvement
- Minimum 2 years of collections and commissions processing related insurance industry experience
- Strong attention to detail and high degree of accuracy
- Ability to prepare/manipulate MS Excel based numeric reconciliation
- Demonstrated organizational skills with the ability to meet deadlines
Whats in it for you:
- A healthy worklife balance with employee wellness top of mind
- Annual bonus program annual vacation allowance and companypaid benefits program
- An additional paid volunteer day each year so you can spend time giving back to the community
- Immediate enrollment in the companys pension program with employer matching
- Employee resource groups that support an inclusive work environment
- Tuition support and specialized program assistance
- An onsite fullservice cafeteria with a variety of daily options
- Discounts on company products and services and access to exclusive employee perks
- 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)
- Complete an assessment and/or testing
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 emailprotected 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 Non Transactional
- Pay TypeSalary
Required Experience:
Unclear Seniority
Employment Type
Full-Time
