Insurance Administrator

Chronicle Wealth; Toronto; Hybrid; CAD 48,000 - 63,000; Full time

Benefits offered by this job

Competitive compensation

Hybrid work environment

Professional development opportunities

Inclusive company culture

Job summary

A financial advisory firm located in Toronto seeks an Insurance Administrator to support the lifecycle of insurance business, from applications to servicing existing policies. This detail-oriented role requires strong organizational and communication skills, as well as knowledge in the life insurance industry. The firm offers competitive compensation, a hybrid work model, and opportunities for professional development, all within a collaborative and inclusive culture.

Qualifications

• Experience in the life insurance industry is preferred.
• Attention to detail is critical when handling confidential information.
• Strong communication abilities to serve clients effectively.
• Excellent written and verbal communication, client-focused.
• Proficient in Microsoft Office suite (Outlook, Excel, Word), PDF and e-signature tools.

Responsibilities

• Manage the end-to-end business process for insurance applications.
• Act as the primary point of contact for policy service requests.
• Track and reconcile insurance commissions across carriers.
• Support Advisors with scheduling and office operations.
• Serve as primary contact for policy servicing, claims, and CE tracking.
• Track and reconcile commissions, chargebacks, and adjustments across carriers.
• Support licensing renewals and CE tracking for Advisors.

Skills

Life insurance industry experience

Attention to detail

Organizational skills

Communication skills

Microsoft Office proficiency

Excellent written and verbal comms

Tools

Microsoft Office

Dynamics

PDF/e-signature tools

Job description

At Chronicle Wealth, we deliver personalized, independent wealth counsel to some of Canada’s most successful families, business owners, and professionals. Our multidisciplinary team excels in designing sophisticated solutions that integrate investment, tax, risk management, and estate planning. With a mission to simplify and improve our clients’ financial lives, we empower them to focus on their priorities, be it family, business, or other passions.

Your Role

Chronicle Wealth is seeking an Insurance Administrator to join our growing team. This role supports the full lifecycle of insurance business—new applications, underwriting coordination, policy servicing, licensing/CE tracking, and operational support—and serves as a key resource to Chronicle Wealth Advisors, and the financial planning team.

This role is ideal for someone who enjoys being the backbone of operational execution. You are a highly organized, detail-oriented professional who communicates clearly, is passionate about delivering exceptional client experiences, and proactively anticipates and solves problems.

Key Responsibilities

New Business Case Coordination

• Manage the end-to-end new business process for life, disability, and critical illness insurance applications.
• Coordinate underwriting requirements, track outstanding items, and follow up proactively with clients, Advisors, and carriers.
• Update internal files and CRM records with accurate notes, documents, and status updates.
• Ensure settled policies are issued accurately and documented appropriately.

Servicing Existing Insurance and Segregated Fund Business

• Act as the primary point of contact for all policy and segregated fund service requests, including death claims, beneficiary changes, policy amendments, ownership changes, transfers and withdrawals, LIF/RIF withdrawals, TFSA contributions, and tax slips.
• Liaise with carriers to obtain policy details, service forms, and in-force illustrations.
• Maintain strong knowledge of carrier processes, timelines, and escalation pathways.
• Troubleshoot administrative issues and elevate where appropriate to ensure timely resolution.

Insurance Commission Tracking

• Track and reconcile insurance commissions, chargebacks, and adjustments across carriers and product lines.

Licensing & CE Coordination

• Manage all Advisor licensing and E&O renewals, ensuring timely submission.
• Maintain centralized CE records across all Advisor designations.
• Help develop and maintain a centralized internal CE tracking system, monitoring CE status and renewal deadlines across all Advisor designations and jurisdictions.
• Schedule, coordinate, and track structured CE opportunities for Advisors—such as internal training sessions, webinars, insurer‑led education, and professional development events.
• Provide reminders and updates to ensure Advisors remain fully compliant.

Office & Operational Support

• Support Advisors with scheduling, greeting clients, meeting room setup, reservations, etc.
• Support day-to-day office operations, including managing incoming/outgoing mail, maintaining shared spaces, and coordinating basic office upkeep.

What you Bring

• Life insurance industry experience preferred, with an understanding of insurance carrier platforms, underwriting processes, and in‑force servicing workflows.
• High attention to detail and comfort working with confidential client information.
• Strong organizational skills with the ability to manage multiple cases and competing deadlines.
• Excellent written and verbal communication—clear, professional, and client‑focused.
• Practical knowledge of Microsoft Office (Outlook, Excel, Word, Dynamics), PDF and e‑signature tools.

What we Offer

• Competitive compensation and benefits package.
• Hybrid work environment.
• Opportunities for professional development and industry training.
• A positive, inclusive, high‑performance culture that values collaboration and growth.