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
- Solid 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.

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📌 Life Insurance Policy Servicing Coordinator (Canada)
🏢 The Vantage Talent Group
📍 Canada