Join a Team Where Accuracy, Initiative and Relationships Matter

Are you an organized, detail-oriented insurance professional who enjoys helping people and takes pride in delivering exceptional service? Are you looking for a long-term opportunity with a supportive, collaborative team where your experience and contributions are genuinely valued?

Young Financial Group is looking for an Insurance Services Coordinator to play a key role in supporting our advisors and delivering an exceptional client experience.

For this position, we are looking for someone with who is comfortable working with insurance applications, underwriting, policy servicing, and carrier systems.

About Young Financial Group

At Young Financial Group, we are committed to helping clients make informed financial decisions with confidence. We believe lasting relationships are built on trust, honest advice, clear communication, and exceptional service.

Our team shares those same values. We foster a professional, respectful, and collaborative workplace where everyone’s contributions matter. We believe that when our team feels supported, our clients receive the very best experience.

About the Role

This is a full-time, in-office position supporting the insurance side of our practice.

You’ll work closely with our advisors, clients, insurance carriers, and underwriters to manage new business applications, follow up on underwriting requirements, process policy servicing requests, and ensure insurance files move smoothly from submission through completion.

We’re looking for someone who understands the insurance process, takes ownership of their work, and is comfortable managing multiple files and priorities independently.

An LLQP licence is considered an asset but is not required.

What We’re Looking For

We’re looking for someone who:

· Has previous direct experience working in life insurance administration, new business, or advisor support

· Has experience with Life Insurance, Critical Illness and Disability Insurance





· Is familiar with insurance applications, underwriting, policy issuance, and servicing

· Is comfortable working with insurance carrier portals and systems

· Is highly organized with exceptional attention to detail

· Communicates professionally, both verbally and in writing

· Works independently and takes initiative

· Has strong problem-solving and time-management skills

· Maintains strict confidentiality and professionalism at all times

· Holds an LLQP licence or has previous licensing experience, considered an asset, but not required

Key Responsibilities

Responsibilities include, but are not limited to:

· Prepare and submit insurance applications, quotes, and illustrations

· Manage new business applications from submission through underwriting and policy issuance

· Track and follow up on outstanding underwriting requirements

· Communicate with clients, advisors, underwriters, and insurance carriers

· Process policy changes, servicing requests, and claims documentation

· Retrieve policy information and correspondence through carrier portals

· Review issued policies and contracts for accuracy

· Maintain accurate and organized client records

· Prepare documentation for electronic signature

· Support advisors with a variety of insurance-related administrative and operational tasks

· Ensure work is completed accurately and in accordance with regulatory and compliance requirements

What We Offer

· Competitive salary of $65,000–$70,000, based on experience

· Full-time, permanent employment

· A supportive, collaborative team environment





· Meaningful work with opportunities to continue growing within the insurance and financial services industry

· An employer that values trust, initiative, and work-life balance

Our regular office hours are 9:00 a.m. to 5:00 p.m., Monday through Friday.

Benefits

Following successful completion of the 90-day probationary period, employees receive:

· Employer-paid Extended Health and Dental coverage

· Employer-paid Life Insurance

· Long-Term Disability coverage (employee paid)

How to Apply

If this prospect sounds like a great fit, we’d love to hear from you.

Please submit your resume along with a brief cover letter outlining your insurance industry experience and interest in the role.

The successful candidate will be required to complete both a criminal record check and a credit check as part of the hiring process.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Young Financial Group is committed to fostering an inclusive and accessible workplace where all employees feel valued, respected, and supported. Accommodations are available upon request throughout the recruitment process. If you require accommodation at any stage, please let us know.

Pay: $65,000.00-$70,000.00 per year

Application question(s)

- How many years of direct experience do you have working in the life insurance industry?
- Please briefly describe your experience with Life, Critical Illness, and/or Disability Insurance.
- Have you previously managed insurance applications through the underwriting and policy-issuance process?
- Which Canadian insurance carriers, carrier portals, or insurance administration systems have you worked with?
- Do you currently hold an LLQP licence? If yes, please indicate whether it is active.
- Are you able to work full-time in-office in Waterloo, Ontario?
- Do you have reliable transportation to Waterloo?
- Are you able to pass both a criminal background check and a credit check?

Work Location: In person

📌 Insurance Services Administrator (Waterloo)
🏢 Young Financial Group
📍 Waterloo