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Added 12 mins ago
CC
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- Full-time
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D&
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Added 42 mins ago
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Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
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The Vantage Talent Group

New Business Associate

Montreal, QC, Canada

$70,000 to $100,000 CAD / year · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $70,000 to $100,000 CAD / year
Job type: Full-time
Apply by: Nov 26, 2026
Experience: 10+ years of experience in life insurance policy administration, client service, insurance operations, or advisor support.
Posting language: English
Posted: Oct 27, 2026

Original job description

Location: Montreal, QC

Job Type: Full-Time, Hybrid (3 days in office)

Work language: 80% English, 20% French

About the Company

We help families, entrepreneurs, and ultra-high-net-worth clients protect what matters most. Through expert advice and tailored planning strategies, we support the growth and preservation of multigenerational wealth. Our culture is built on integrity, excellence, and a shared commitment to delivering outstanding client outcomes.

Job Summary

As a Senior Client Services Representative, you will play a critical role in supporting advisors and clients through the ongoing administration of sophisticated insurance solutions. You will oversee all policy servicing and administrative activities, ensuring a high standard of accuracy, responsiveness, and client care. This role is well suited for an experienced insurance professional who takes ownership, thrives on detail, and is committed to delivering an exceptional service experience.

KEY RESPONSIBILITIES

Client Service & Policy Administration

Manage the ongoing servicing and administration of life insurance policies for existing clients.
Coordinate policy changes, beneficiary updates, ownership transfers, premium changes, withdrawals, and other policy-related transactions.
Prepare, review, and process insurance documentation accurately and efficiently.
Work collaboratively with carriers and professional partners to facilitate timely and accurate processing of service requests.
Maintain accurate client records and documentation within the CRM and policy administration systems.
Stay current on carrier procedures, product updates, and administrative requirements.
Act as a technical resource for policy servicing and insurance administration matters.

Advisor & Client Support

Serve as a primary point of contact for advisors regarding policy servicing and administrative requests.
Communicate professionally with clients regarding policy inquiries, service requests, and required documentation.
Prepare client-facing correspondence, policy summaries, and service-related materials.
Liaise with insurance carriers to coordinate policy servicing activities and resolve administrative issues.
Deliver a responsive, high-touch service experience that reinforces long-term client relationships.

Operations & Process Improvement

Ensure all client files and transactions comply with carrier, regulatory, and internal standards.
Maintain organized records and documentation to support efficient service delivery.
Identify opportunities to improve workflows, service processes, and operational efficiencies.
Assist with special projects and operational initiatives that enhance the client experience.
Support the ongoing documentation of procedures and best practices.

QUALIFICATIONS

Experience & Certifications

10+ years of experience in life insurance policy administration, client service, insurance operations, or advisor support.
Proven experience managing ongoing policy servicing and administrative requests within a life insurance, MGA, brokerage, carrier, or wealth management environment.
Strong understanding of individual and corporate-owned life insurance policies and related servicing requirements.
LLQP license is considered an asset.
Experience supporting high-net-worth clients and advisors is an asset.

Skills

Strong knowledge of life insurance products, policy administration processes, and carrier procedures.
Exceptional attention to detail with the ability to manage multiple priorities simultaneously.
Highly organized with strong follow-through and ownership of client requests.
Proficiency with CRM systems and Microsoft Office applications, particularly Outlook, Excel, and Word.
Ability to review documentation for accuracy and ensure compliance with internal and carrier requirements.
Excellent written and verbal communication skills in both English and French.

Personality fit

Client-focused and action-oriented professional with a commitment to delivering exceptional service.
Proactive, resourceful, and solutions oriented.
Able to build strong relationships with advisors, clients, carriers, and professional partners.
Takes pride in accuracy, efficiency, and attention to detail.
Thrives in a collaborative, fast-paced, and high-service environment.
Demonstrates professionalism, discretion, and sound judgment when handling sensitive client information.

DESCRIPTION

Benefits & Work Environment

Competitive compensation based on experience.
Opportunity to work alongside highly respected advisors specializing in sophisticated insurance planning.
Exposure to advanced insurance strategies and complex client cases.
Collaborative, professional, and knowledge-driven team environment.
Opportunity to become a key technical resource within a growing boutique advisory firm.
Long-term career growth and ongoing professional development opportunities.

Apply About employer

More about this job

Responsibilities

Administer and service life insurance policies, process policy changes and related documentation, and maintain accurate client records in CRM and policy administration systems. Support advisors and clients with inquiries and service requests, coordinate with carriers, ensure compliance, and contribute to operational improvements.

Requirements

Requires 10 or more years of experience in life insurance policy administration, client service, insurance operations, or advisor support, along with strong knowledge of life insurance products and carrier procedures. Excellent English and French communication, attention to detail, organizational skills, and proficiency with CRM and Microsoft Office are required; an LLQP license and high-net-worth client experience are assets.

Skills

Client Service
Insurance Operations
Policy Servicing
Carrier Coordination
CRM Systems
Microsoft Office
Outlook
Excel
Word
Documentation Review
Regulatory Compliance
Attention To Detail
Written Communication
Verbal Communication
Process Improvement

Benefits

Competitive Compensation
Professional Development
Career Growth Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Life Insurance
Policy Administration
Policy Servicing
Individual Life Insurance
Corporate-Owned Life Insurance
Client Service
Advisor Support
Insurance Operations
Insurance Documentation
Beneficiary Updates
Ownership Transfers
Premium Changes
Withdrawals
Carrier Procedures
Carrier Coordination
CRM Systems
Policy Administration Systems
Microsoft Office
Outlook
Excel
Word
LLQP
Regulatory Compliance
High-Net-Worth Clients
Client Records
Process Improvement
Workflow Optimization
English Communication
French Communication

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