Coordinate life insurance policy servicing in Toronto, using solid 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.

📌 Life Insurance Policy Servicing Coordinator Toronto
🏢 The Vantage Talent Group
📍 Toronto