About the Company

A boutique insurance consultancy and brokerage, located on the subway line in midtown Toronto, specializing in individual insurance for medical professionals, high-net-worth individuals, as well as corporate benefits and retirement plans for employers.

They offer tailored insurance planning and exceptional service, providing clients with the confidence and security they deserve for the future.

Their unbiased, customizable insurance solutions ensure clients receive the best product to meet their specific needs. In the event of a claim, they advocate for their clients at every step.

The company is dedicated to providing the support needed for financial security and peace of mind.

The Opportunity

The company is seeking a highly organized, hands-on Insurance & Office Operations Coordinator for a full-time, onsite role.

The ideal candidate will be customer-focused, able to multitask, and capable of adjusting priorities as needed. This position will support office administration and assist the individual and group insurance departments with client communications, application tracking, updating files, and handling reception duties.

Requirements

Key Responsibilities

• Support sales and marketing activities for the company’s Medical Professional insurance business.
• Assist with new client onboarding, including intake, needs analysis, and preparing recommendations based on current coverage.
• Manage disability insurance applications, including FEPO / FIO processes, comparing association coverage, and handling new applications.
• Conduct reviews of critical illness insurance, including renewable and level policies, ROP (Return of Premium) analysis, and new applications.
• Review life insurance policies, including term switch deadlines and new applications.
• Maintain and update client records in both electronic and physical files.
• Respond to client inquiries, providing detailed information about the company’s products and services.
• Prepare policy summaries and ensure all records are up to date.
• Submit new applications, policy changes, and address updates to insurance carriers or MGAs.
• Manage office administration and reception duties, such as ordering supplies, welcoming visitors, and overseeing deliveries.

What We’re Looking For

• A highly organized individual who can handle multiple tasks and adjust priorities as needed.
• A hands-on team player with strong customer service skills.
• Someone with the ability to thrive in a fast-paced environment and stay focused on client needs.

Benefits

What’s in it for You?

• Full-time, onsite position in midtown Toronto, conveniently located on the subway line.
• Competitive salary with great benefits and perks.
• Complimentary lunch provided at the office daily.
• The opportunity to work with a dynamic, boutique team focused on excellence in service.