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Added 10 mins ago
RM
Sales Associate | Canmore (Part-Time, October - January)
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- Part-time
- Temporary
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Added 10 mins ago
RM
Sales Associate | Canmore (Full-Time, October - January)
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- Full-time
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The Product Advisor (Sales Associate) is responsible for creating a memorable, authentic, and sudsy experience in our stores, for all customers. Utilizing a wealth of natural product…
Added 10 mins ago
RM
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- Part-time
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Added 10 mins ago
RM
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Added 1 hour ago
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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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