Individual Insurance Admin & Process Specialist

Jobtailor; Toronto; On-site; CAD 40,000 - 60,000; Full time

Job summary

Jobtailor in Toronto, Ontario, is seeking an administrative professional to support insurance services. The role includes processing client service requests, preparing documentation, coordinating with clients and advisors, and monitoring applications through underwriting to ensure timely completion.

The successful candidate will have 2+ years of administrative experience in insurance, strong Excel, DocuSign, and Copilot skills, and excellent attention to detail.

Qualifications

• 2+ years of administrative experience in insurance or financial services.
• Experience in Individual Insurance is required.
• Proficient with Excel, DocuSign, and Copilot.

Responsibilities

• Process client service requests and prepare documentation, correspondence, and follow-up communications.
• Coordinate with clients, carriers, and internal stakeholders to resolve service inquiries and maintain current client records.
• Prepare, review, and submit new business applications.
• Monitor applications through underwriting and approval, following up on outstanding requirements.
• Provide advisors with updates on applications, service requests, and file status.
• Support advisor operations through meeting preparation, onboarding administration, and documentation coordination.
• Maintain organized electronic records compliant with privacy, regulatory, and internal standards.
• Support reporting, data tracking, and process improvement initiatives.

Skills

Administrative Experience

Attention To Detail

Organizational Skills

Communication Skills

Tools

Excel

DocuSign

Copilot

Job description

Jobtailor in Toronto, Ontario, is seeking an administrative professional to support insurance services. The role includes processing client service requests, preparing documentation, coordinating with clients and advisors, and monitoring applications through underwriting to ensure timely completion.

The successful candidate will have 2+ years of administrative experience in insurance, strong Excel, DocuSign, and Copilot skills, and excellent attention to detail.