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.

Position Title: Group Underwriting Assistant

Reports To: Manager, Group Underwriting

Department: Group

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: At Equitable, our focus is on making a meaningful impact in the lives of Canadians by putting clients at the heart of everything we do. We lead with empathy, act with intention, stay curious, and support one another every step of the way.

If you're looking for purpose-driven work in a collaborative and inclusive environment where your voice is heard, and your growth is encouraged we’d love to connect.

Equitable is looking to hire a Group Underwriting Assistant to join our team! This is a great entry level opportunity where you can learn about the insurance industry while making a meaningful impact in the department and business. If you’ve got outstanding customer service skills along with a keen desire to learn and develop as an insurance professional, then this is the perfect opportunity for you

Join one of the Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024 and be part of something that matters.

What you will be doing:

• File set up to support Quotes and Renewals
• Audit and correction of employee data and entry of plan design to support Quote and Renewal rate calculation
• Calculation of manual rates for alternate costings on both Quotes and Renewals
• Time tracking and updating of case logs to ensure appropriate measurement reporting
• Filing and retrieval of Quote and Renewal files according to our department protocol
• Distribution of specially requested and automated system generated reports;
• Distribution of department mail
• Initial review of Rate Confirmations to ensure that they comply with our published Discount policy
• Entry of Rate Confirmation details into Quote Manager and Group Manager for discount tracking and customer billing purposes
• Initial set up of the Renewal Report including manual entry of premiums, claims, rates and corresponding age/sex, industry and occupation factors for previous to current year comparison purposes

What you will bring:

• Comfort and confidence working in an ever-changing and always challenging environment
• Strong organizational skills with high attention to detail
• Excellent time management skills, a sense of urgency and an ability to prioritize competing tasks
• Highly developed customer service skills, paired with strong communication skills, both verbal and written
• Ability to work effectively in a team environment
• Excellent computer skills, including MS Word and Excel
• Group Benefits knowledge and experience is preferred
• Bilingualism in written and spoken French is an asset

What’s in it for you:

• A workplace where care, passion, and curiosity aren’t just values, they’re how we work, grow, and succeed together every day.
• A healthy work-life balance with employee wellness top of mind
• Annual bonus program, annual vacation allowance, and company-paid benefits program
• Generous vacation package with one volunteer day to give back to a charity of your choice
• 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

As part of the recruitment process, candidates may be asked to complete an assessment and will be required to undergo background screening, in accordance with company policy.

This position is available due to an existing vacancy.

We are dedicated to inclusive and accessible hiring practices. If you require accommodations or alternative formats, please contact us at careers@equitable.ca.

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