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Added 12 mins ago
MN
Vice President, Professional Services
March Networks
Remote, Canada
- Full-time
- Remote
Added 12 mins ago
PC
Junior Compliance Manager ( Calgary, AB)
Phantom Compliance
Crowsnest Pass, AB
- Full-time
Review routine workflows to spot errors, missing steps, or delays, and suggest simple fixes to senior staff.
Added 12 mins ago
PC
Service Delivery Manager ( Blairmore, AB)
Phantom Compliance
Crowsnest Pass, AB
- Part-time
Manage consultant capacity, work-in-progress (WIP), and task handoffs between financial analysts, senior consultants, and third-party contractors.
Added 12 mins ago
I
Global Account Manager
IMDEX
Canada
- Full-time
…of technologies, software and services. It develops trusted senior relationships, creates and executes multi-year account strategies, coordinates IMDEX globally, and converts customer…
Added 26 mins ago
MI
Director of Product
Method Integration Inc.
Remote, Canada
- Full-time
- Remote
As a key member of the leadership team, you'll have the influence to shape both the product strategy and the future direction of Method CRM.
Added 41 mins ago
WC
Business Development Representative (2026-397-CP)
WoodGreen Community Services
Toronto, ON
- Contract
…generation, and job starts. The BDR is expected to maintain accurate CRM records, actively contribute to campaign optimization, and provide market feedback that informs sector…
Added 41 mins ago
WC
Business Development Representative (2026-402-CP)
WoodGreen Community Services
Toronto, ON
- Contract
…generation, and job starts. The BDR is expected to maintain accurate CRM records, actively contribute to campaign optimization, and provide market feedback that informs sector…
Added 41 mins ago
FC
Group Benefits Administrator
First Canadian Financial Group
Edmonton, AB
- Full-time
Our employees work directly with senior Group Benefits leaders, including our President and Vice President. Ideas move quickly, expertise is valued and you'll have the opportunity to see…
Added 41 mins ago
FC
Manager, Group Administration
First Canadian Financial Group
Edmonton, AB
- Full-time
Our employees work directly with senior Group Benefits leaders, including our President and Vice President. Ideas move quickly, expertise is valued and you'll have the opportunity to see…
Added 41 mins ago
MN
Vice President, Professional Services
March Networks
Ottawa, ON
- Full-time
Added 41 mins ago
HC
Technical Director
Harbourfront Centre
Toronto, ON
- Full-time
Partner with Manager, Event Operations, and senior management in the development, implementation and monitoring of operational procedures and guidelines for the Event Operations department.
Added 41 mins ago
CR
Senior Engagement Manager, Project & Interim Division
Clarity Recruitment
Toronto, ON · Greater Toronto Area, Canada
- Full-time
In this role, you'll build relationships with CFOs and senior finance leaders, develop new business, and become a trusted partner to clients navigating growth, transformation, and change.…
Added 1 hour ago
FH
Controller/Business Analyst
Fuze HR Solutions
Montreal, QC
- Full-time
Support senior management with financial reporting, accounting analysis, budgeting, forecasting, and ad hoc projects.
Added 1 hour ago
HD
Director of Recruiting
Hadley Designs
Remote, Canada
- Full-time
- Remote
…for every open role, from Amazon and ecommerce operators to senior leaders. You will design and run the recruiting engine that consistently delivers a strong top of funnel, put every…
Added 1 hour ago
B
Director, Institutional ETF & Solutions Distribution, GAM
BMO
Calgary, AB · Toronto, ON · FCP
- Full-time
Ensure disciplined and effective use of CRM tools to manage pipelines, activity, and client intelligence.
Added 1 hour ago
JT
Senior Data Engineer
Javelin Technologies
Canada
- Full-time
As Senior Data Engineer / Data Scientist, you will design, build, and operate the group's data ecosystem: integrating data from our core business systems, developing robust pipelines,…
Added 1 hour ago
MC
Senior Support Specialist
MSP Corp
Kingston, ON
- Full-time
As we continue to grow, we are looking for a Senior Support Specialist to join our MSP Corp team.
Added 1 hour ago
MC
Senior Support Specialist
MSP Corp
Ottawa, ON
- Full-time
As we continue to grow, we are looking for a Senior Support Specialist to join our MSP Corp team.
Added 1 hour ago
MC
Senior Support Specialist
MSP Corp
Toronto, ON
- Full-time
As we continue to grow, we are looking for a Senior Support Specialist to join our MSP Corp team.
Added 1 hour ago
CO
Manager, Fund Development (21-month contract)
Canadian Olympic Foundation
Toronto, ON
- Contract
In consultation with the Director, lead the strategic work of the Major Gifts program leveraging COF staff, Board and senior volunteers to identify, engage and cultivate prospect relations
Added 1 hour ago
I
Senior Account Executive
Improving
Calgary, AB
- Full-time
Deliver results. Meet or exceed established sales and profitability goals, maintain a qualified pipeline, and provide accurate forecasts through disciplined CRM management.
Added 1 hour ago
BF
Senior Manager, Digital and Customer Applications
BC Ferries
BC · British Columbia, Canada
- Full-time
As Senior Manager, Digital and Customer Applications, you'll lead the teams and technology behind these experiences, ensuring our customer-facing applications are reliable, secure, and…
Added 2 hours ago
UC
Admission Assistant, Operations & Experience
Upper Canada College
Toronto, ON
- $46,352 to $60,837 CAD / year
- Full-time
Process applications and maintain accurate, up-to-date candidate files and CRM data;
Added 2 hours ago
SP
Senior Sales Director - Aerospace and Defence
Solace Power
Mount Pearl, NL
- Full-time
Solace Power Inc. is seeking to hire a Senior Sales Director - Aerospace and Defence.
Added 2 hours ago
OH
Internal Wholesaler
Oak Hill Financial
Toronto, ON
- Full-time
senior wholesalers and partners to drive awareness, meetings, and asset growth for Oak Hill’s

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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