Insurance Client Relations Coordinator

Client Relations Coordinator

Location: Montreal

About the Opportunity

We are currently recruiting for a Client Relations Coordinator to join an established financial services and wealth advisory practice.

This individual will play an integral role in supporting the advisor with day-to-day client service, insurance and investment administration, transaction coordination, and business development support.

Acting as a key point of contact for clients, the successful candidate will help ensure a seamless client experience while allowing the advisor to focus on client relationships, strategic advice, and business growth.

Key Responsibilities

Client Service & Relationship Management

• Serve as a primary point of contact for clients, responding to inquiries and coordinating requests in a timely and professional manner.
• Proactively manage client communications, follow-ups, and ongoing service requirements.
• Maintain accurate and up-to-date client records and documentation.
• Assist clients with insurance claims, including disability and death benefit claims.
• Coordinate with insurance companies, product specialists, and external service providers to resolve client issues.
• Prepare client presentations, financial plans, projections, and supporting documentation.

Insurance & Sales Support

• Prepare client meeting materials by reviewing client information, obtaining insurance quotes, and identifying potential planning opportunities.
• Coordinate insurance applications, underwriting requirements, and outstanding medical documentation.
• Liaise with insurance carriers to resolve underwriting, policy issuance, and contract administration issues.
• Complete insurance needs analyses, including disability, income replacement, and business overhead expense coverage.
• Monitor pending applications and ensure appropriate follow-up throughout the underwriting and policy issuance process.
• Support the advisor with business development initiatives and ongoing portfolio management.

Administrative & Operational Support

• Maintain client information, account records, and summaries within the CRM system.
• Process administrative policy changes, including ownership transfers, assignments, banking updates, and beneficiary changes.
• Coordinate annual premium collections and related follow-ups.
• Prepare insurance policy information and cash surrender value reports for accounting purposes.
• Maintain organized electronic client files and ensure documentation is accurate and complete.
• Track sales, commissions, and production reports.
• Review client paperwork for accuracy and completeness prior to submission.
• Ensure all activities adhere to internal procedures, regulatory requirements, and compliance standards.

Qualifications & Experience

• Previous experience in financial services, wealth management, insurance, or a financial advisory practice.
• Working knowledge of insurance and investment products.
• Understanding of insurance administration, underwriting, and policy servicing.
• Familiarity with compliance requirements and regulatory procedures.
• Experience using CRM systems and Microsoft Office applications.
• Strong organizational skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving abilities.
• High attention to detail, professionalism, and discretion when handling confidential client information.

The Ideal Candidate

The ideal candidate is proactive, detail-oriented, and genuinely enjoys working with clients. They take ownership of administrative and operational responsibilities, anticipate client needs, and are comfortable working independently while supporting an advisor in a fast-paced financial services environment.