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Group Collections and Commissions Specialist
full-timeWaterloo

Summary

Location

Waterloo

Type

full-time

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About this role

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.

 

We are looking for a ​​Group Collections and Commissions Specialist for our Group Actuarial team. This role is responsible for providing service to our clients and advisors on matters related to Premium collection and Advisor Compensation as well as processing related tasks in our administration systems.  We are a busy team, so strong communication skills, multi-tasking, high level of accuracy and attention to detail are a must. If you thrive in a fast-paced, results-driven environment, we’d love to hear from you.

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:

  • Supporting our advisors and clients in resolving queries about commissions and premium payments.
  • Collaborating with people at various levels of the organization in relationship management
  • Ensuring advisor errors & omissions/required licensing is up to date.
  • Assisting with agent of record (AOR) changes.
  • Processing transactions on our administration systems
  • Processing payments to advisors
  • Preparing commission and premium reconciliations using excel
  • Supporting workload management for overall Group Collections and Commissions team
  • Ensure strong internal controls and service standards are achieved

 

 

What you’ll bring:

  • Post secondary education
  • Excellent communication skills, including effective listening and the ability to communicate clearly both verbally and in writing.
  • Superior customer service skills with phone and email etiquette. 
  • Excellent problem solving and analytical skills
  • Self motivated drive that strives for continuous improvement
  • Minimum 2 years of collections and commissions processing related insurance industry experience
  • Strong attention to detail and high degree of accuracy
  • Ability to prepare/manipulate MS Excel based numeric reconciliation
  • Demonstrated organizational skills with the ability to meet deadlines



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 Collections and Commissions
Department: Group
Term: Permanent Full-Time

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-Hybrid

Other facts

Tech stack
Communication Skills,Customer Service Skills,Problem Solving,Analytical Skills,Attention To Detail,Organizational Skills,Excel Proficiency,Self-Motivated,Multi-Tasking

About Equitable

We support your focus as a financial advisor

Not every wealth management firm understands your need for independence and support. At Equitable Advisors, we let financial advisors focus on serving clients and scaling their business -on their terms. You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want. That's what we call supported independence.

Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review.

Please e-mail any comments or questions regarding this LinkedIn page to [email protected]. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social
Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-6372152.1 (3/24) (Exp. 3/26)

Team size: 5,001-10,000 employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • The Group Collections and Commissions Specialist provides service to clients and advisors regarding premium collection and advisor compensation. This includes processing transactions, payments, and reconciliations while ensuring strong internal controls and service standards.

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Frequently Asked Questions

What does a Group Collections and Commissions Specialist do at Equitable?

As a Group Collections and Commissions Specialist at Equitable, you will: the Group Collections and Commissions Specialist provides service to clients and advisors regarding premium collection and advisor compensation. This includes processing transactions, payments, and reconciliations while ensuring strong internal controls and service standards..

Why join Equitable as a Group Collections and Commissions Specialist?

Equitable is a leading Financial Services company.

Is the Group Collections and Commissions Specialist position at Equitable remote?

The Group Collections and Commissions Specialist position at Equitable is based in Waterloo, Ontario, Canada. Contact the company through Clera for specific work arrangement details.

How do I apply for the Group Collections and Commissions Specialist position at Equitable?

You can apply for the Group Collections and Commissions Specialist position at Equitable directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Equitable on their website.