Group Underwriting Assistant (Group Issue)

Accurate and timely setup of New Issue material, creation of new issue sales announcements

Accurate and timely implementation of Plan Member booklets for new policyholders, and existing policyholders to support amendment requests

Initial entry and required updates to Telus system (Tandem) to support accurate claims payment for plan member pay direct drug claims submitted at the pharmacy

On-line posting of policies and booklets to support Plan Administrator Web and Plan Member Web

Initiate plan amendments including announcement and tracking tool update

Liaise with M&T to ensure accuracy and timeliness of delivery booklets to customers

File set up to support Quotes, Renewals, New Issues and Amendments

Audit and correction of employee data and entry of plan design to support Quote and Renewal rate calculation

Time tracking and updating of case logs to ensure appropriate

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

Comfort and confidence working in an ever-changing and always challenging environment

Strong organizational skills with high attention to detail

Excellent time management skills, a sense of urgency and an ability to prioritize competing tasks

Highly developed customer service skills, paired with strong communication skills, both verbal and written

Ability to work effectively in a team environment

Excellent computer skills, including MS Word and Excel

Group Benefits knowledge and experience is preferred

Bilingualism in written and spoken French is an asset

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

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.

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. This position is open and we are excited to find the right person to join our team. Your base pay will be based on your skills, qualifications, experience and education.

At Equitable, your resume will be reviewed by real people and all hiring decisions are made by our recruiters and hiring managers. AI tools may be used to support administrative and productivity tasks throughout the recruitment process, but we believe that evaluating experience, skills, and talent potential requires meaningful human interaction.

As part of our commitment to maintaining a secure and trusted workplace, candidates selected to move forward in the recruitment process will be required to complete a background screening in accordance with company policy.

​ Reports To:​ ​Manager, Group Issue and Special Projects ​ Department:​ ​Group Issue ​ Term:​ ​Permanent Full-Time

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