Policy Services Specialist: Insurance Admin & Compliance

CI Financial Corp.; Toronto; Hybrid; CAD 43,000 - 71,000; Full time

Benefits offered by this job

Training reimbursement

Paid professional designations

Employee savings plan

Corporate discount program

Enhanced group benefits

Parental leave top-up

Paid time off for volunteering

Job summary

CI Financial Corp. in Toronto is seeking a Policy Service Coordinator to provide administrative and operational support for servicing financial insurance policies. The role liaises with advisors, carriers, and internal teams to ensure timely, compliant policy transactions.

Candidates typically have 1–3 years in policy administration, strong attention to detail, and proficiency with MS Office. The position follows an in-office model with four days onsite per week and offers a robust benefits

Qualifications

• Post-secondary education in business, finance or administration, ideally within life insurance.
• 1–3 years in policy administration or financial services operations.
• Strong attention to detail and discretion with confidential information.
• Proficiency with MS Office; CRM/policy systems are a plus.
• Excellent written and verbal communication; strong time management.

Responsibilities

• Process requests for inforce policy change submissions and related servicing.
• Prepare and submit policy documentation to carriers and service providers.
• Track policy status and follow up to ensure timely completion.
• Serve as primary contact for advisors and internal partners on policy servicing.
• Coordinate client correspondence and service notifications.
• Maintain accurate client and policy records in internal systems and carrier portals.
• Escalate complex issues and support internal audits and compliance.

Skills

Attention to detail

Written & verbal communication

Time management

Education

Post-secondary education in business, finance or administration

Tools

MS Office Suite

CRM systems

Policy administration systems

Job description

CI Financial Corp. in Toronto is seeking a Policy Service Coordinator to provide administrative and operational support for servicing financial insurance policies. The role liaises with advisors, carriers, and internal teams to ensure timely, compliant policy transactions.

Candidates typically have 1–3 years in policy administration, strong attention to detail, and proficiency with MS Office. The position follows an in-office model with four days onsite per week and offers a robust benefits