Job Order Detail

Description

Are you detail-oriented, proactive, and motivated to make a difference? As an Insurance Account Coordinator, youll be at the center of a client-focused team, helping deliver customized life insurance solutions for some of Canadas most successful business leaders.
This role is more than administrationits about shaping outcomes that matter. Youll collaborate with advisors and managers, oversee key processes, and ensure every client experience reflects accuracy, professionalism, and care.

What Youll Do
Support client success: Manage and implement life insurance policies that create long-term value.
Master the details: Prepare and maintain documentation, complete forms, and update CRM systems with precision and compliance.
Keep momentum: Coordinate with internal teams, monitor timelines, and ensure smooth execution of client files.
Contribute to strategy: Assist with modeling solutions, preparing renewals, and supporting planning discussions.
Be proactive: Anticipate needs, resolve challenges, and take initiative to strengthen team performance.
What You Bring
A certificate or diploma in Accounting, Finance, Business Administration, or a related field.
Experience in financial services, insurance, accounting, or administrative support.
LLQP completion is an asset.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, SharePoint).
Exceptional attention to detail, strong organizational skills, and a client-first mindset.
Clear, professional communication skills with a collaborative approach.
A proactive, solutions-oriented attitude.
Why Join Us? Be part of a high-performing, entrepreneurial team thats redefining client service in financial and insurance solutions. Your ideas will be valued, your contributions recognized, and your career growth supported.

SEE OUR WEBSITE FOR FULL LISTING AND REQUIREMENTS