Job opportunity
Life Insurance Policy Servicing Coordinator
The Vantage Talent Group
Coordinate life insurance policy servicing in Toronto, using strong organization and attention to detail in a fully in-office, permanent position.
This Life Insurance Policy Servicing Coordinator supports a financial advisory group’s daily administration of in-force policies. The position works with clients, financial advisors, and insurance carriers. Experience in life insurance administration or policy servicing within financial services is strongly preferred.
Key Responsibilities:
Administer and maintain in-force life insurance policies
Process beneficiary, ownership, and policy assignment changes
Coordinate premium, billing, and pre-authorized payment updates
Prepare policy documentation and forms for clients and carriers
Assist with death, disability, and critical illness claims
Requirements:
Experience in life insurance administration or policy servicing
Familiarity with policies, designations, ownership changes, and claims
Strong organizational skills and attention to detail
Excellent written and verbal communication skills
Microsoft Office and administrative or CRM systems proficiency
Support accurate policy administration through client communication, carrier coordination, documentation, and diligent service follow-up in Toronto.
#J-18808-Ljbffr
Apply on source site This Life Insurance Policy Servicing Coordinator supports a financial advisory group’s daily administration of in-force policies. The position works with clients, financial advisors, and insurance carriers. Experience in life insurance administration or policy servicing within financial services is strongly preferred.
Key Responsibilities:
Administer and maintain in-force life insurance policies
Process beneficiary, ownership, and policy assignment changes
Coordinate premium, billing, and pre-authorized payment updates
Prepare policy documentation and forms for clients and carriers
Assist with death, disability, and critical illness claims
Requirements:
Experience in life insurance administration or policy servicing
Familiarity with policies, designations, ownership changes, and claims
Strong organizational skills and attention to detail
Excellent written and verbal communication skills
Microsoft Office and administrative or CRM systems proficiency
Support accurate policy administration through client communication, carrier coordination, documentation, and diligent service follow-up in Toronto.
#J-18808-Ljbffr