Group Administration Specialist
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.
The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.
In this role, you will be responsible for administering key aspects of group insurance policy maintenance for plan members in accordance with policy contracts. This includes managing updates such as additions, terminations, and changes to member information, ensuring accuracy and compliance throughout the process.
Join one of the region’s top employers and be part of something that truly makes a difference.
Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.
What you’ll do:
Provide excellent client service to both external clients (Advisors, Plan Administrators, Plan Members) and internal partners (head office and regional staff) by answering inquiries via phone and email
Provide phone support to plan members who need assistance with online benefit selections
Updating/validating plan member and plan sponsor information (including accurate flex dollar calculations, adding/changing plan members’ information), contact information for plan sponsors, validating results from electronic member load files from Third Party Administrators
Administering pay direct drug cards including problem solving utilizing provider’s software (Telus)
Updating banking information (EFT/Plan Members, PAD/Group Policies), in accordance with external vendors’ guidelines (financial institution)
Terminating and reinstating plan members, to ensure that only eligible claims are paid, including the collection of any resulting overpayments
Requesting medical evidence of insurability
Provide support to medical underwriting by assessing member eligibility, including request medical evidence of insurability when necessary
Beneficiary changes in accordance with legal parameters
Interpret regularly produced system reports and complete unfinished processes or take corrective action where required
Facilitate the administration of a new group policy regarding loading plan member details
Adhere to turnaround standards, meeting acceptable quality rates and transactional goals
Assist in the completion of policy renewals, which include auditing the renewal rate confirmation and flex dollars for accuracy
Prepare customized material and calculate flex dollar amounts based on the flex plan options that will be available for each
Miscellaneous admin support as needed
What you’ll bring:
Excellent communication skills, including effective listening and the ability to communicate clearly both verbally and in writing
Excellent analytical and creative problem-solving abilities, utilizing research skills
Strong organizational skills and multi-tasking abilities and prioritization skills
Comprehensive understanding of group insurance and the ability to learn new processes
Accuracy and attention to detail are essential
PC skills – working knowledge of MS Office applications (specifically Excel) with confidence
Ability to interpret and apply contract provisions and administrative guidelines
Ability to handle high volume of work within a fast-paced environment
Ability to work in a team environment
Aptitude for service
2+ years of Group Insurance experience is an asset
What’s in it for you:
Career Growth: Regular learning sessions and development opportunities
Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching
Time Away: Competitive vacation plus one paid volunteer day each year
Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach
At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at [email protected]. We’re happy to help.
Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive benefits.
If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.
Reports To: Manager, Group Administration
Department: Group
Term: Permanent Full-Time
Location: Alberta
Schedule: Monday to Friday, 11:00AM ET – 7:00PM ET
This position is open and we are excited to find the right person to join our team.
As part of the recruitment process, you will need to go through background screening, as per our company policy.
#LI-Remote
The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.
In this role, you will be responsible for administering key aspects of group insurance policy maintenance for plan members in accordance with policy contracts. This includes managing updates such as additions, terminations, and changes to member information, ensuring accuracy and compliance throughout the process.
Join one of the region’s top employers and be part of something that truly makes a difference.
Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.
What you’ll do:
Provide excellent client service to both external clients (Advisors, Plan Administrators, Plan Members) and internal partners (head office and regional staff) by answering inquiries via phone and email
Provide phone support to plan members who need assistance with online benefit selections
Updating/validating plan member and plan sponsor information (including accurate flex dollar calculations, adding/changing plan members’ information), contact information for plan sponsors, validating results from electronic member load files from Third Party Administrators
Administering pay direct drug cards including problem solving utilizing provider’s software (Telus)
Updating banking information (EFT/Plan Members, PAD/Group Policies), in accordance with external vendors’ guidelines (financial institution)
Terminating and reinstating plan members, to ensure that only eligible claims are paid, including the collection of any resulting overpayments
Requesting medical evidence of insurability
Provide support to medical underwriting by assessing member eligibility, including request medical evidence of insurability when necessary
Beneficiary changes in accordance with legal parameters
Interpret regularly produced system reports and complete unfinished processes or take corrective action where required
Facilitate the administration of a new group policy regarding loading plan member details
Adhere to turnaround standards, meeting acceptable quality rates and transactional goals
Assist in the completion of policy renewals, which include auditing the renewal rate confirmation and flex dollars for accuracy
Prepare customized material and calculate flex dollar amounts based on the flex plan options that will be available for each
Miscellaneous admin support as needed
What you’ll bring:
Excellent communication skills, including effective listening and the ability to communicate clearly both verbally and in writing
Excellent analytical and creative problem-solving abilities, utilizing research skills
Strong organizational skills and multi-tasking abilities and prioritization skills
Comprehensive understanding of group insurance and the ability to learn new processes
Accuracy and attention to detail are essential
PC skills – working knowledge of MS Office applications (specifically Excel) with confidence
Ability to interpret and apply contract provisions and administrative guidelines
Ability to handle high volume of work within a fast-paced environment
Ability to work in a team environment
Aptitude for service
2+ years of Group Insurance experience is an asset
What’s in it for you:
Career Growth: Regular learning sessions and development opportunities
Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching
Time Away: Competitive vacation plus one paid volunteer day each year
Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach
At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at [email protected]. We’re happy to help.
Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive benefits.
If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.
Reports To: Manager, Group Administration
Department: Group
Term: Permanent Full-Time
Location: Alberta
Schedule: Monday to Friday, 11:00AM ET – 7:00PM ET
This position is open and we are excited to find the right person to join our team.
As part of the recruitment process, you will need to go through background screening, as per our company policy.
#LI-Remote