At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. A Policy Service Coordinator is responsible for providing administrative and operational support related to the servicing of financial insurance policies. This role acts as a key liaison between advisors, carriers, and internal teams to ensure policy transactions are processed accurately, timely, and in compliance with regulatory and company standards.

Policy

Administration & Servicing Process requests for all inforce policy change submissions including but not limited to policy change inquiries, reinstatements, cancellations, addition or deletion of coverage requests, full or partial conversions, plan exchanges, claim inquiries, etc. Prepare, review, and submit policy documentation to insurance carriers or service providers. Track policy status and follow up on pending requirements to ensure timely completion.

Advisor Support

Serve as a primary point of contact for advisors and internal partners regarding policy servicing inquiries. Coordinate client correspondence, including policy delivery, confirmations, and various related service notifications. Data Management & Documentation Maintain accurate and up-to-date client and policy records within internal systems and carrier portals.

Ensure all documentation meets compliance, regulatory, and audit standards. medical requirements, signatures, payments) and proactively follow up. Compliance & Quality Assurance Adhere to regulatory requirements, company policies, and service-level Support internal audits and quality reviews related to policy servicing activities. Identify errors, trends, or process gaps and recommend improvements proactively as appropriate.

Post-secondary education in business, finance or administration,



ideally within the life insurance sector, or equivalent experience. ~1–3 years of experience in policy administration, financial services operations, insurance servicing, or in a related role. ~ Proficiency with MS Oice (Word, Excel, Outlook);

experience with CRM and policy administration systems is an asset. ~ Strong time management skills including ability to prioritize multiple tasks. This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs. In addition to base salary, this position is eligible for participation in a bonus program.

In addition, The Company offers a variety of perks to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.

We offer an in-office setting, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally. Training Reimbursement Corporate Discount Program Parental Leave Top–up program We are focused on building a diverse and inclusive workforce. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.

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