Support insurance administration at Investment Planning Counsel with accurate documentation, proactive follow-up, and dependable service across multiple carriers.
Reporting to the Manager, Insurance Link, this non-licensed role supports Insurance Specialists and Advisors within Pinnacle IPC. You will coordinate applications, policy service requests, client information, and administrative workflows. The position serves Advisors and clients without providing insurance advice or recommendations.
Key Responsibilities: Coordinate applications, signatures, documents, underwriting, and policy delivery requirements
Follow up with Advisors, clients, carriers, and internal teams
Process routine beneficiary, ownership, banking, and address changes
Monitor mailboxes, queues, case notes, reports, and trackers




Escalate complex matters and support process improvements
Requirements: Post-secondary education in business, administration, finance, or related field preferred
Experience in insurance administration, advisor support, banking, or financial services
Solid organization, prioritization, accuracy, and attention to detail
Professional written, verbal, telephone, and virtual communication skills
Microsoft Office proficiency and comfort learning business systems
Bring insurance administration, case coordination, and client service skills to support Advisors through accurate, compliant file management.

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📌 Insurance Advisor Support Associate (Ontario)
🏢 Canada Life Group
📍 Ontario