Group Underwriting Assistant

at  Equitable CA

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: ​ ​Group Underwriting Assistant
​Reports To: ​ ​Manager, Group Renewal, Corporate Accounts, myFlex Underwriting and Group Underwriting Assistants
​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: 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!

• 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