Business Setup Specialist

Position Title: Business Setup Specialist

Reports To: Manager, Group Issue and Special Projects

Department: Group Issue
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. 

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​​The Opportunity: Equitable is looking to add a Business Setup Specialist to our growing team! We’re looking for a highly motivated candidate with outstanding attention to detail and strong communication skills. This is a great opportunity to work for one of Waterloo Region’s top employers! 

​What you will be doing:​  

• Accurately implement new policyholders with Equitable (system set up and plan documents)
• Provide accurate and timely support for plan changes (system and document updates)
• Analyze and set up Group Benefits and create contracts, booklets, and endorsements to support new issues and plan amendments
• Employ effective customer service and act as a liaison with the Regional Sales Offices, utilizing both excellent communication skills, and in-depth knowledge of group insurance systems and Group Benefits
• Amend the setup of plans within the system to enable other departments to administer and adjudicate claims according to contractual provisions
• Co-ordinate workflow with other business units to ensure smooth transition of information across the Group Division 

What you will bring:​   

• College or University degree or working equivalent
• Group benefits knowledge and experience
• Excellent analytical and problem-solving skills
• Superb communication skills
• Strong customer service skills
• Ability to multi-task while juggling conflicting priorities
• Comfort and confidence working in an ever-changing challenging environment
• Interest in continuous learning
• Working knowledge of Microsoft Windows, Word and Excel
• Bilingual in French and English, both spoken and written is an 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

As part of the recruitment/offer process you will be required to:​ 

• Provide two professional references (minimum one supervisor and above) 

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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