Policy Service Coordinator

CI Investments Inc.; Golden Horseshoe; On-site; CAD 43,000 - 71,000; Full time

Benefits offered by this job

Training Reimbursement

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top-up

Paid time off for Volunteering

Job summary

CI Investments Inc. is seeking a Policy Service Coordinator to provide administrative and operational support for servicing financial insurance policies.

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. You will handle policy administration, documentation, and client communications, maintain records, monitor outstanding items, and escalate complex

Qualifications

• Post-secondary education in business, finance or administration or equivalent experience.
• Strong attention to detail and accuracy with confidential information.
• Excellent written and verbal communication skills.

Responsibilities

• Process policy servicing requests including changes, reinstatements, cancellations, and coverage updates.
• Prepare and submit policy documentation to carriers/service providers.
• Track policy status and follow up on missing requirements to ensure timely completion.
• Serve as primary contact for advisors and internal partners on servicing inquiries.
• Coordinate client communications, including policy delivery and confirmations.
• Maintain accurate client and policy records in internal systems.

Skills

Policy administration

Attention to detail

Communication skills

Time management

Education

Post-secondary education in business/finance/administration

Tools

MS Office

Job description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. A Policy Service Coordinator is responsible for providing administrative and operational support related to the servicing of financial insurance policies. 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.

WHAT YOU WILL DO:

• Policy Administration & Servicing Process requests for all inforce policy change submissions including but not limited to policy change inquiries, reinstatments, 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.
• Advisor Support 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.
• Data Management & Documentation 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.
• Coordination & Follow-Up 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.
• Compliance & Quality Assurance 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.

WHAT YOU WILL BRING:

• 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 Oice (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.

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company.

The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education‑related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by 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.

A Supportive Environment for Success We offer an in‑office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

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

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.

If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416‑364‑1145 ext. 4747.

CI Financial is an independent company offering global wealth management and asset management advisory services. 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.