Publié il y a 12 jours
Life Insurance Policy Servicing Coordinator
@ The Vantage Talent Group
Toronto, Ontario
En bref
The Vantage Talent Group is hiring a Life Insurance Policy Servicing Coordinator in Toronto for a financial advisory group. The role handles day-to-day administration of in-force life insurance policies, including beneficiary and ownership changes, premium updates and claims support. The position is full-time, permanent and fully on-site, Monday to Friday.
Responsabilités :
- Administer and maintain in-force life insurance policies
- Process beneficiary, ownership and assignment changes
- Coordinate premium and billing updates
- Assist with death, disability and critical illness claims
- Liaise with insurance carriers and respond to client and advisor inquiries
Résumé des exigences :
- Experience in life insurance administration or policy servicing strongly preferred
- Familiarity with beneficiary designations, ownership changes and claims processes
- Strong organizational skills and attention to detail
- Excellent written and verbal communication
- Proficiency with Microsoft Office and CRM systems
Outils et compétences
Avantages mentionnés
Source et dates
Type de source non vérifié · apify-linkedin
- Date publiée par l’employeur
- 2026-10-29
- Première détection par notre source
- 2026-11-10
- Mise à jour du dossier source
- 2026-11-10
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Administration |
| Heures par semaine | 40 (estimé) |
| Horaire | jour |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
The Vantage Talent Group
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 2 |
Life Insurance Policy Servicing Coordinator
Location: Toronto, ON
Employment Type: Full-Time, Permanent
Work Arrangement: In-Office
About the Opportunity
We are working with a financial advisory group in Toronto that is looking to add a Life Insurance Policy Servicing Coordinator to its team.
This individual will be responsible for the day-to-day administration and servicing of in-force life insurance policies, working closely with clients, financial advisors and insurance carriers to ensure requests are handled accurately and efficiently.
The ideal candidate is organized, detail-oriented and has experience in life insurance administration or policy servicing within the financial services industry.
Key Responsibilities
- Administer and maintain in-force life insurance policies.
- Process beneficiary designation, ownership and policy assignment changes.
- Coordinate premium and billing updates, including pre-authorized payment arrangements.
- Prepare and submit policy documentation and forms to clients and insurance carriers.
- Assist with death, disability and critical illness claims, including documentation and follow-up.
- Monitor upcoming policy renewals and maintain accurate records.
- Respond to client and advisor inquiries and coordinate outstanding service requests.
- Maintain internal systems, policy records and client documentation.
- Liaise with insurance carriers to track and resolve outstanding policy matters.
Qualifications & Experience
- Previous experience in life insurance administration, policy servicing or a similar financial services role is strongly preferred.
- Familiarity with life insurance policies, beneficiary designations, ownership changes and claims processes.
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities, deadlines and follow-ups.
- Proficiency with Microsoft Office and administrative/CRM systems.
- Comfortable working independently and as part of a collaborative team.
Work Environment
This is a full-time, permanent position based in Toronto. The successful candidate will be required to work fully on-site, Monday to Friday. This opportunity does not offer remote or hybrid work arrangements.
Interested?
If you have experience in life insurance administration or policy servicing and are interested in exploring this opportunity, we'd welcome the opportunity to connect.
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