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Added 3 hours ago
TT
Retail store Coordinator
The TJX Companies, Inc.
Surrey, BC
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 5 hours ago
CO
Growth Coordinator
City of Saint John
Saint John, NB
- Full-time
The Growth Coordinator is responsible for the coordination and implementation of key strategies, actions, and operations to improve growth outcomes for the City of Saint John. Housed within…
Added 10 hours ago
RS
Director of Business Development
Red Seal Fire Protection
Windsor, ON
- Full-time
Map every decision-maker, from the owner and asset manager to facilities, operations, procurement and risk.
Added 11 hours ago
H
Account Director
HRVST
Remote, Canada
- $90,000 to $105,000 CAD / year
- Full-time
- Remote
The Account Director leads HRVST’s day-to-day operations and team. You’ll be the go-to for our Account Managers, designers and developers: supporting them through client challenges, keeping…
Added 11 hours ago
NS
Customer Planner - eScope
Nova Scotia Power
NS · Sackville, Nova Scotia
- Full-time
Reporting to the Planning Coordinator Supervisor, you will be responsible for making effective decisions surrounding customer driven work requests. This involves developing effective…
Added 18 hours ago
SM
RQ00824 – Security Architect – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
…strong background and hands-on experience in CSIRT/Security Operations and Zero Trust implementation to ensure delivery of real, measurable outcomes and an operational Zero Trust…
Added 18 hours ago
TC
Parts & Service Coordinator
Toromont Cat
Halifax, NS
- Full-time
As a key member of the Service team, the Parts & Service Coordinator plays a critical role in keeping equipment running, technicians supported, and customers informed while also…
Added 19 hours ago
BÉ
Coordinator – Building Maintenance
Bruneau Électrique Inc
Joliette, QC
- Full-time
As the true conductor of operations, you play a key role in planning and the execution of maintenance activities for our buildings and infrastructure.
Added 20 hours ago
RG
Maintenance Coordinator - Full Time
Responsive Group Inc.
Prescott, ON
- Full-time
…expected to perform general, routine maintenance and servicing operations throughout the home in accordance with applicable codes and…
Added 20 hours ago
FN
Training Coordinator I
Framatome North America
Pickering, ON
- Full-time
Ability to schedule, track, and manage internal and external training sessions for staff across various departments.
Added 1 day ago
QT
Project Lead (Drone Operations)
QEA Tech
Toronto, ON · Greater Toronto Area, Canada
- Full-time
This isn’t a desk-bound project coordination role. As a Drone Operations Coordinator at QEA Tech, you’ll manage missions, pilots, equipment, and client site logistics across multiple…
Added 1 day ago
L
Project Coordinator, Mining
Ledcor
St. Lawrence, NL
- Full-time
We are seeking a skilled and experienced Project Coordinator with a specialty in Mining Engineering to manage and oversee all aspects of our ongoing mining projects. In this role, you will…
Added 1 day ago
TT
COORDONNATEUR/COORDONATRICE MAGASIN DE DÉTAIL WINNERS - PLACE DE VILLE
The TJX Companies, Inc.
Sept-Îles, QC
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 1 day ago
TT
Retail Store Coordinator Full Time Winners Carleton Place
The TJX Companies, Inc.
Carleton Place, ON
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 1 day ago
OS
Regional Nurse Consultant
OPCO Skilled Management
BC · British Columbia, Canada
- Full-time
The RNC serves as Regional Director of Clinical Operations for assigned facilities interfacing with the Regional Director of Operations, Director of Staff Development, Facility Rehab…
Added 1 day ago
TC
Retail Visual Merchandise Coordinator Full Time Winners Lynn Valley
TJX Canada – Winners, Marshalls, HomeSense
North Vancouver, BC
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 1 day ago
Project Coordinator
Konrad
Toronto, ON
This role is part of our Digital team, where your internal title will be Associate, Digital; working primarily in a project coordination capacity across client engagements. As a Project…
Added 1 day ago
NC
Project Coordinator (Entry-Level)
Newfoundland Capital Corporation Limited
Montreal, QC
- Full-time
Reporting to Operations Leadership, the Project Coordinator (PC) is an entry-level position designed for an organized, proactive individual who is eager to learn and grow within project…
Added 1 day ago
AC
Accounts Payable Coordinator
Aston Carter
Vancouver, BC
- $20 to $23 CAD / hour
- Contract
Our client is seeking an Accounts Payable Coordinator to support high-volume accounts payable operations within a fast-paced corporate environment. This role is responsible for processing…
Added 1 day ago
SM
RQ00824 – Security Architect – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
…strong background and hands-on experience in CSIRT/Security Operations and Zero Trust implementation to ensure delivery of real, measurable outcomes and an operational Zero Trust…
Added 1 day ago
SM
RQ00824 – Security Architect – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
…strong background and hands-on experience in CSIRT/Security Operations and Zero Trust implementation to ensure delivery of real, measurable outcomes and an operational Zero Trust…
Added 1 day ago
SM
RQ00824 – Security Architect – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
…strong background and hands-on experience in CSIRT/Security Operations and Zero Trust implementation to ensure delivery of real, measurable outcomes and an operational Zero Trust…
Added 1 day ago
I
Operations Manager
Integricon
Ottawa, ON
- $85,000 to $115,000 CAD / year
- Full-time
Lead day-to-day project delivery and field operations safely, profitably and on time through clear priorities, people leadership, resource planning and risk resolution. Apply consistent…
Added 1 day ago
NS
Procurement Coordinator - Supply Chain Operations
Nova Scotia Health Authority
Halifax, NS
- Full-time
Reporting to the Manager, the Procurement Coordinator works in collaboration with the broader Supply Chain Operations procurement functions and is responsible for the effective and…
Added 1 day ago
TU
Program Admin Support
The University of British Columbia
Vancouver, BC
- $4,874 to $5,121 CAD / month
- Full-time
…learners. This position serves as a key point of contact for internal and external stakeholders, exercising sound judgment, discretion, and a strong understanding of departmental and…

CI Financial

Policy Service Coordinator

Toronto, ON, Canada

The anticipated base salary range for this position is $42,500 to $71,000. · Full-time

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Job details

Pay: The anticipated base salary range for this position is $42,500 to $71,000.
Job type: Full-time
Experience: 1–3 years of experience in policy administration, financial services operations, insurance servicing, or in a related role.
Posting language: English
Posted: Sep 15, 2026

Original job description

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 in force 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 O􀆯ice (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 plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

Modern HQ location within walking distance from Union Station
Training Reimbursement
Paid Professional Designations
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–up program
Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

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More about this job

Responsibilities

Process and track insurance policy changes and service requests, prepare and submit documentation, and support advisors with policy inquiries and client communications. Maintain accurate compliant records, coordinate with carriers and other partners to resolve outstanding issues, and support quality reviews and process improvements.

Requirements

The role requires post-secondary education in business, finance, or administration, ideally in life insurance, or equivalent experience, along with 1–3 years in policy administration, financial services operations, insurance servicing, or a related role. Candidates should have strong attention to detail, proficiency with Microsoft Office, excellent communication and time-management skills, and experience with CRM or policy administration systems is an asset.

Skills

Policy Administration
Insurance Policy Servicing
Policy Documentation
Advisor Support
Client Correspondence
Data Management
Recordkeeping
Regulatory Compliance
Quality Assurance
Audit Support
Issue Resolution
Attention to Detail
Written Communication
Verbal Communication
Time Management
Microsoft Office

Benefits

Health Insurance
Wellness Programs
Life Insurance
Disability Insurance
Retirement Savings Plan
Paid Leave
Education Programs
Paid Holidays
Vacation Time
Training Reimbursement
Employee Savings Plan
Corporate Discount Program
Enhanced Group Benefits
Parental Leave Top-Up
Paid Volunteer Time
Bonus Program

Visa sponsorship

Not detected in the job text

Keywords

Policy Administration
Financial Insurance Policies
Policy Changes
Reinstatements
Cancellations
Coverage Changes
Policy Conversions
Plan Exchanges
Claims Inquiries
Insurance Carriers
Advisors
Underwriters
Third-Party Administrators
Policy Documentation
Client Records
Carrier Portals
Regulatory Compliance
Audit Standards
Quality Reviews
Service-Level Agreements
Medical Requirements
Microsoft Word
Microsoft Excel
Microsoft Outlook
CRM Systems
Policy Administration Systems
Financial Services
Life Insurance

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