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Position Title: Life Administrator, Senior

Reports To: Manager, Individual Inforce Administration

Department: Individual Life Administration

Term: Permanent Full-Time

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 Senior Life Administrator to join our amazing team!

In this role, you’re truly a subject matter expert on our life products, helping to resolve some of the most complex and interesting problems for our life insurance administration team. You’re a trusted advisor on the team, as well as relied on to provide advice/guidance to other teams within the division. This also includes providing your expertise to process and system improvement projects.

What you will be doing:

• Deliver superior customer service and be an Equitable ambassador through receiving and assessing inquiries and a variety of requests from policyholders/brokers, responding to concerns, and providing information.
• Handle complex, advanced cases that require effective written communication skills and mathematical aptitude and impact the reputation and profitability of the company.
• Perform policy administration by way of basic and complex plan changes, creation of illustrations and quotes, commission adjustments, conversions, banking changes, and answering complex inquiries.
• Administer all Individual Life business post issue process, through to and including termination in an accurate manner, within specified service standards.
• Update and maintain policies and procedures, continually assessing for potential process improvements, making recommendations for procedural improvements, assist with measurement and implementation.
• Participate in projects, administer training, investigate policy discrepancies, and identify system problems.

What you will bring:

• Minimum 3 years recent experience with life insurance acting as a subject matter expert in the complex administration of Life insurance products and features
• Effective and professional communication skills, both written and verbal, and able to tailor your message effectively to the audience, whether an internal or external customer.
• Experience delivering effective customer service, including the ability to diffuse irate customers or handle sensitive situations with empathy and tact.
• Demonstrated knowledge of life insurance taxation regulations, legislative and CLHIA guidelines, money laundering, privacy, complaint handling procedures.
• Good analytical, problem solving and investigative skills.
• Strong ability to organize your workload and prioritize your tasks in a fast-paced environment to meet service expectations.
• Computer literacy with the ability to learn new systems and proficiency with Microsoft Word and Microsoft Excel.
• Previous experience using Ingenium, OnBase, or other insurance administration systems, Microsoft Access, and/or Peoplesoft, would be considered an asset.
• ACS, PCS, and/or FLMI designation would be considered an asset.
• Previous experience using Ingenium, OnBase, or other insurance administration systems, Microsoft Access, and/or Peoplesoft.
• ACS, PCS, and/or FLMI designation would be a huge asset!

What’s in it for you:

• A healthy work-life balance with employee wellness top of mind
• Annual bonus program, annual vacation allowance, and company-paid benefits program
• An additional paid volunteer day each year so you can spend time giving back to the community
• Immediate enrollment in the company’s pension program with employer matching
• Employee resource groups that support an inclusive work environment
• Tuition support and specialized program assistance
• An onsite full-service 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

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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 careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

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