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 analyzing and setting up group benefit plans in BMS for both new and existing clients, ensuring accuracy and alignment with plan requirements. You will also take ownership of creating and maintaining all plan documentation, including Plan Sponsor contracts and Plan Member booklets. Additionally, you will support the development and upkeep of process documentation in collaboration with Senior Set Up Specialists and the Manager, contributing to consistent and efficient operational practices.
Join one of the region’s top employers and be part of something that truly makes a difference.
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.
What you’ll do:
- Accurate and timely implementation of new policyholders with Equitable (system set up and plan documents)
- Accurate and timely support of plan changes (system and document updates)
- Responsible for auditing standard implementation of new policy holders with Equitable and plan changes (system setup and plan documents) and providing timely feedback as required
- Testing to support any system changes that impact plan set up as well as regression testing support for other changes as required.
- 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
What you’ll bring:
- College or University degree or working equivalent
- Group benefits knowledge and experience
- Communications skills
- Customer service skills
- Team player
- Ability to multi-task while juggling conflicting priorities
- Comfort and confidence working in an ever-changing and always challenging environment
- Interest in continuous learning
- Working knowledge of Windows, WORD and Excel
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
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 Issues and Special Projects
Department: Group
Term: Permanent Full-Time
How do I apply?
1. Select Apply Now at the bottom of the page and apply to the role through our careersite.
2. Complete your PLUM profile HERE and complete the Plum Discovery Survey. (Please note that priority will be given to applicants who complete the survey)
#LI-Hybrid
Skills Required
- College or university degree, or equivalent work experience
- Knowledge and experience with group benefits
- Strong communication skills
- Customer service skills
- Ability to work effectively as part of a team
- Ability to multitask and manage conflicting priorities
- Comfort working in an evolving and challenging environment
- Interest in continuous learning
- Working knowledge of Windows, Microsoft Word, and Microsoft Excel
What We Do
Equitable is a U.S. financial services and insurance company that helps individuals, families, and small businesses secure financial well-being. It provides financial advice, protection, and retirement strategies through insurance and related solutions. The company traces its origins to 1859 and serves clients through dedicated professionals across the United States. Its offerings are designed to support long-term financial confidence and security.
