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Equitable

Client Care Experience Representative

Waterloo, ON, Canada

Posting language: English
Posted: Sep 30, 2026

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Original job description

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.

As a Client Care Experience Representative, you’ll be the first point of contact for incoming inquiries across all lines of business, acting as a high‑level triage specialist. You’ll actively listen to understand each caller’s needs, quickly assess their request, and route them to the right team or expert, creating a smooth, low‑effort client experience.

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:

Answer and respond to inquiries via phone and other contact methods within service standards
Consistently provide clear, concise information regarding all inquiries
Regularly assist other Client Care units or departments as necessary to address service concerns
Assess and obtain appropriate approval/consideration as required
Reference procedures as required
Attend all relevant training sessions as required
Contribute to the continuous improvement of business procedures
Document call details in the system to support immediate call handling requirements
Maintain a broad understanding of Client Care operations and line of business structures to enable effective guidance without requiring deep technical expertise

What you’ll bring:

Previous experience in a phone-based customer service role is required
Excellent verbal and written communication skills
Excellent analytical, problem-solving and negotiation skills
PC skills – working knowledge of MS office, typing proficiency, ability to learn other internal systems
Excellent listening skills to facilitate positive outcomes with inquires
A natural desire to provide client service, with proven ability to go beyond service expectations for client retention
Demonstrate patience and empathy while maintaining professionalism
Strong multi-tasking abilities and prioritization skills to ensure client’s needs are met while maintaining published service standards
Ability to “think on your feet” and deal with a multitude of demanding situations
Quick study with ability to retain and reference information
Fluency in both French and English is an asset for this position, including the ability to speak, read, and write proficiently in both languages

What’s in it for you:

Career Growth: Regular learning sessions and development opportunities
Total Rewards: Allowance provided in place of vacation pay and benefits
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 careers@equitable.ca. We’re happy to help.

Your base pay will be based on your skills, qualifications, experience and education.

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: Head of Client Care Centre Training, Knowledge, and Development
Department: Shared Services
Term: Temporary Full-Time, Six (6) Month Contract
Schedule: Monday to Friday, 9:00 AM to 5:00 PM 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.

Apply About employer

More about this job

Responsibilities

The representative acts as a high-level triage specialist, answering incoming inquiries and routing them to the appropriate teams. They are responsible for documenting call details and contributing to the continuous improvement of business procedures.

Requirements

Candidates must have previous experience in a phone-based customer service role and possess excellent verbal and written communication skills. Proficiency in MS Office and the ability to multitask in a fast-paced environment are also required.

Skills

Customer service
Communication
Analytical skills
Problem-solving
Negotiation
MS Office
Typing
Active listening
Multi-tasking
Prioritization
Empathy
Professionalism
Triage
Data entry

Benefits

Career growth opportunities
Total rewards program
Employee wellness support

Visa sponsorship

Not detected in the job text

Keywords

Client Care
Triage
Customer Service
Communication
Problem-solving
Negotiation
MS Office
Data Entry
Hybrid
Insurance
Mutual Company
Professionalism
Multi-tasking
Client Retention
Administrative
Shared Services

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