New Business Coordinator - Bilingual (French / English)

New Business Coordinator - Bilingual (French / English)

At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated, and client-responsive staff. Join Equitable today.

Position Title : New Business Coordinator - Bilingual (French / English)

Reports To : Manager, Individual New Business

Department : Individual New Business Coordination

Term : Temporary Full-Time - 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) 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 some roles may require more in-office work.

The Opportunity : Equitable is growing! We are looking for a Bilingual New Business Coordinator to join our team.

We’re seeking an individual with a keen eye for detail and a knack for providing outstanding service to internal clients. The successful Coordinator will support and administer the accurate processing of all Individual New Business applications and inquiries. This is a great entry-level opportunity in the insurance industry.

Now is an exciting time to join one of the Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024!

What you will be doing :

• Process new life insurance applications by accurately entering information into various systems, verifying completeness and correctness.
• Communicate with and support Advisors, MGAs, and DISs to follow up on outstanding requirements.
• Provide exceptional customer service to MGAs, AGA, external Vendors, and Regional Staff.
• Handle requests and modifications as required.
• Ensure applications are processed within set service standards, managing fluctuating volumes and changes.
• Problem solve daily work assignments.
• Provide daily updates to the Manager regarding volumes processed, process times, and other metrics.

What you will bring :

What’s in it for you :

As part of the recruitment process, you will be required to :

This role is open due to an existing vacancy. To learn more about Equitable, explore our organization. We are committed to equal access to employment opportunities. Contact our HR team at [email protected] for accommodations or alternative formats.

LI-Hybrid

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