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Added 13 mins ago
JF
Development & Community Engagement Manager
Jewish Federation of British Columbia (JFBC)
BC · West Vancouver, BC
- Internship
We are seeking an organized, resourceful and experienced Development & Community Engagement Coordinator to join our team. Reporting to the Executive Director, this hands-on position will…
Added 13 mins ago
SH
Nurse 3 (N3) - Flexible Assertive Comm Treatment
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Team Leader the nursing service coordinator is responsible for providing case management services and supports to participants involved with the…
Added 43 mins ago
LC
Associate Faculty - Clinical Nursing
Lambton College
Sarnia, ON
- Part-time
Candidates teaching in the BScN program must have a minimum BScN degree; a Masters degree in Nursing is preferred.
Added 43 mins ago
AH
Clinical Coordinator - LPN
Asura Health Services
AB · Edmonton, AB
- Part-time
We are seeking a Clinical Coordinator - LPN to join our team and make a significant impact in clinical quality, compliance, and operational support. In this role, you will provide clinical…
Added 43 mins ago
TC
Part Time Program Instructor - Dance
The Corporation of the Town of Ajax
Ajax, ON · McLean Community Centre
- Part-time
Reporting to the Community Recreation Coordinator, the Program Instructor is accountable for planning and implementation of a safe and enjoyable beginner to intermediate program, teaching…
Added 43 mins ago
MW
Reservations Coordinator
Mike Wiegele Helicopter Skiing
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Added 1 hour ago
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Project & Procurement Coordinator
Canalta Controls Ltd
Red Deer, AB
- Full-time
…internationally. We are currently hiring a Project & Procurement Coordinator to join our team at our head office in Red Deer,…
Added 2 hours ago
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Alberta Health Services
Lethbridge, AB
- Part-time
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Production Coordinator- 7/7 Shift
Weldco-Beales MFG Alberta Ltd
Fort Mckay 174, AB · Edmonton, AB
- Full-time
Weldco Heavy Industries (WHI) is hiring a Production Coordinator to join our team at our steel fabrication and repair facility in Fort McKay, Alberta.
Added 2 hours ago
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12 Month Contract E-Commerce Digital Coordinator
Gerrie Electric Wholesale LTD
Burlington, ON
- Full-time
The Digital Marketing Coordinator executes and optimizes Gerrie Electric’s digital marketing efforts so the company can effectively reach, engage, and convert its target audience through…
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Mobile Response Coordinator
Distress Centre Calgary
Calgary, AB
- $53,000 to $55,000 CAD / year
- Full-time
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The Mobile Response Coordinator reports to a Coordinated Entry Program (CEP) Team Lead. In this role, you will be responsible for coordinating access and response within the CEP at Safe…
Added 2 hours ago
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Payroll Administrator and HR Coordinator
NORSAT INTERNATIONAL INC
Vancouver, BC
- $40,000 to $50,000 CAD / year
- Full-time
As a Payroll Administrator and HR Coordinator, you are responsible for managing all payroll and human resources activities within the company. This role ensures accurate and timely payroll…
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Assistant Program Coordinator [Youth Housing] (Term, Full-Time) - #2026085
John Howard Society Of Saskatchewan
Regina, SK
- Full-time
The Assistant Program Coordinator (APC) will provide daily support for household operations and case management.
Added 2 hours ago
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Wellness Coordinator
Native Counselling Services of Alberta
Red Deer, AB
- $50,000 to $55,000 CAD / year
- Full-time
NCSA Hotel Supportive Housing Program, Red Deer, Alberta
Added 3 hours ago
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YOUTH DEVELOPMENT COORDINATOR
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Calgary, AB
- Full-time
We are currently looking for a Youth Development Coordinator for our Wellington group home. This home is a new initiative that provides a safe and stable living environment with…
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Accounting Coordinator
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Vancouver, BC
- $65,000 to $71,000 CAD / year
- Full-time
Roboson Holdings Ltd., part of rennie, is hiring an Accounting Coordinator to take ownership of day-to-day accounting across a broad range of finance activities - from reconciliations and…
Added 3 hours ago
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Engagement Coordinator (1-year contract)
The Food Bank of Waterloo Region
Kitchener, ON
- Up to $58,738 CAD / year
- Full-time
- Contract
Reporting to the Community Events Manager, the Engagement Coordinator plays a key role in delivering meaningful and educational experiences for community and corporate groups through The…
Added 3 hours ago
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Coordinator, Workplace Health
Sanya’k̓ula
Vancouver, BC
- Full-time
Reporting to the Manager, Workplace Health, the Workplace Health Coordinator provides effective case management and administrative support for the Disability Management process for an…
Added 3 hours ago
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Disability and Wellness Coordinator (temporary position up to two (2) years)
City of Saint John
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#26-42 Child and Youth Worker – Intensive Services Program
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Timmins, ON
- Full-time
CHILD AND YOUTH WORKER – INTENSIVE SERVICES PROGRAM
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Associate Client Advocate (Account Manager) - Natural Resources
WTW
Calgary, AB
- Full-time
Act as the primary coordinator of client service activities in partnership with the GSD team and Client Specialist.
Added 4 hours ago
Nurse 3 (N3) - Flexible Assertive Comm Treatment
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Team Leader the nursing service coordinator is responsible for providing case management services and supports to participants involved with the…
Added 4 hours ago
R|
Clinical Research Coordinator - Regulatory
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Department / Research Program: Women’s Health Research Unit
Added 4 hours ago
R|
Clinical Research Coordinator – Physiotherapist
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Department / Research Program: Obstetrics and Gynecology
Added 4 hours ago
R|
Clinical Research Coordinator - Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Department / Research Program: Gastroenterology

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
Apply by: Oct 15, 2026
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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