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About the Role

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.

Responsibilities

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.
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.
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.
Organize and archive records in accordance with retention requirements.
Liaise with insurance carriers, underwriters, and third-party administrators to resolve servicing issues.
Monitor outstanding items (e.g., medical requirements, signatures, payments) and proactively follow up.
Escalate complex or time-sensitive issues to appropriate stakeholders.
Adhere to regulatory requirements, company policies, and service-level agreements.
Support internal audits and quality reviews related to policy servicing activities.
Identify errors, trends, or process gaps and recommend improvements proactively as appropriate.

Requirements

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.
Strong attention to detail and accuracy when handling confidential information.
Proficiency with MS Office (Word, Excel, Outlook); experience with CRM and policy administration systems is an asset.
Excellent written and verbal communication skills.
Strong time management skills including ability to prioritize multiple tasks.

Skills

MS Office (Word, Excel, Outlook)
CRM systems
Policy administration systems
Written communication
Verbal communication
Time management
Attention to detail
Accuracy

Location

In-office

Work Type

Onsite (four days per week)

Experience Level

1-3 years

Education Level

Post-secondary education in business, finance or administration, ideally within the life insurance sector, or equivalent experience.

Salary/Compensations

$42,500 to $71,000
Eligible for participation in a bonus program

Benefits

Health insurance coverage
Wellness programs
Life and disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays
Vacation time
Modern HQ location within walking distance from Union Station
Training Reimbursement
Paid Professional Designations
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–up program
Paid time off for Volunteering

About the Company

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.
Since 1965, we have consistently anticipated and responded to the changing needs of investors.
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.
Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

Equal Opportunity

We are focused on building a diverse and inclusive workforce.
CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.