Advance your career as an Insurance Policy Coordinator with CI Financial in a supportive in-office setting. Manage policy changes, maintain records, and ensure service excellence. This role entails processing various policy requests while acting as the main contact for advisors. Your strong communication and organizational skills will help you in managing documentation and adhering to compliance standards.

Experience in insurance servicing is highly valued. Key Responsibilities:

- Process in-force policy change submissions
- Prepare policy documentation for carriers
- Track pending policy requirements and follow up
- Coordinate client correspondence effectively
- Maintain compliance with regulatory standards Requirements:
- 1-3 years in policy administration or related roles
- Post-secondary education in relevant fields
- Excellent attention to detail and accuracy
- Proficient in MS Office and policy systems
- Robust time management and communication abilities Utilize your expertise in policy coordination and make an impact at CI Financial today.

📌 Insurance Policy Coordinator CI Financial (Toronto)
🏢 CI Financial
📍 Toronto