Policy Service Coordinator

## Policy Service Coordinator Apply:
Toronto, ON:
Full time:
Posted 2 Days Ago:
JR6206

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

A Policy Service Coordinator is responsible for providing administrative and operational support related to the servicing of financial insurance policies. This role acts as a key liaison between advisors, carriers, and internal teams to ensure policy transactions are processed accurately, timely, and in compliance with regulatory and company standards.
*
* WHAT YOU WILL DO:

**** Policy Administration & Servicing
*** Process requests for all inforce policy change submissions including but not limited to policy change inquiries, reinstatements, cancellations, addition or deletion of coverage requests, full or partial conversions, plan exchanges, claim inquiries, etc.
* Prepare, review, and submit policy documentation to insurance carriers or service providers.
* Track policy status and follow up on pending requirements to ensure timely completion.
** Advisor Support
*** Serve as a primary point of contact for advisors and internal partners regarding policy servicing inquiries.
* Coordinate client correspondence, including policy delivery, confirmations, and various related service notifications.
** Data Management & Documentation
*** Maintain accurate and up-to-date client and policy records within internal systems and carrier portals.
* Ensure all documentation meets compliance, regulatory, and audit standards.
* Organize and archive records in accordance with retention requirements.
** Coordination & Follow-Up
*** Liaise with insurance carriers, underwriters, and third-party administrators to resolve servicing issues.
* Monitor outstanding items (e.g., medical requirements, signatures, payments) and proactively follow up.
* Escalate complex or time-sensitive issues to appropriate stakeholders.
** Compliance & Quality Assurance
*** Adhere to regulatory requirements, company policies, and service-level
* agreements.
* Support internal audits and quality reviews related to policy servicing activities.
* Identify errors, trends, or process gaps and recommend improvements proactively as appropriate.
** WHAT YOU WILL BRING:
*** Post-secondary education in business, finance or administration, ideally within the life insurance sector, or equivalent experience.
* 1–3 years of experience in policy administration, financial services operations, insurance servicing, or in a related role.
* Strong attention to detail and accuracy when handling confidential information.
* Proficiency with MS Oice (Word, Excel, Outlook); experience with CRM and policy administration systems is an asset.
* Excellent written and verbal communication skills.
* Strong time management skills including ability to prioritize multiple tasks.

This role follows our in‐office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings…