• Job Description

  Req#: 2968

  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: Life Administrator
  Reports To: Supervisor, Individual Life Administration
  Department: Individual Life Administration
  Term: Temporary Full-Time , Eighteen (18) Month Contract
  
  
  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.

  We are looking for a Life Administrator to join our team! This is a great opportunity for someone with superior critical thinking ability, effective client service skills and a sound knowledge of life insurance products. The ideal candidate will also demonstrate exceptional time management and organizational skills.

  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:

  • Provide outstanding client service to both internal and external clients
  • Verify that all pertinent information and requirements have been met prior to completing requests
  • Update and maintain individual life insurance policies including but not limited to the following:

  • Bank account updates
  • Policy loans
  • Dividend & cash withdrawals
  • Inquiries relating to policy values
  • Fund transfers and fund reallocations
  • Terminations
  • Name, beneficiary & ownership changes

  • Accurately and efficiently apply premium & loan payments
  • Continually assess for potential process improvements & make recommendations for efficiencies
  • Respond to inquiries from policyholders & advisors while presenting a positive Company image

  
  
  What you will bring:

  • You thrive in a fast-paced, constantly evolving environment with the ability to manage daily fluctuations in work volumes & adapt to change in direction
  • Sound knowledge of Windows/Office and web-based applications
  • Demonstrated critical thinking abilities
  • Effective and professional communication skills, both written and verbal, and ability to tailor your message effectively to the audience, whether an internal or external client
  • Proven ability to learn and apply information quickly
  • Ability to work effectively both independently and in a team environment
  • Knowledge of life insurance products and/or LOMA designations are an asset
  • French language skills are an asset; specifically, an ability to read and provide written correspondence in French

  
  
  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
  • We value open, honest communication between team members, challenging each other to continually improve
  • Employee resource groups that support an inclusive work environment
  • An onsite, full-service cafeteria with a variety of daily options
  • 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)

  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.

  #LI-Hybrid

• About the company

  Offering a diversified lineup of competitive products to help you achieve your financial goals. Products include: Individual Life and Health Insurance, Savings and Retirement, Group Benefits, Investment Management.

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