POLICY SERVICES COORDINATOR – INSURANCE
MISSISSAUGA, ON
100% IN OFFICE
$60-68K
M-F; 8:30AM – 5:00PM
Synergie is currently seeking a Policy Services Coordinator for a fast-growing Canadian MGA. This candidate plays a critical role in driving growth by managing and facilitating the acquisition of new life insurance policies and segregated fund applications and transfers. As a Policy Services Coordinator, you will be responsible for ensuring applications are processed accurately, efficiently, and in a timely manner while delivering a high level of service to advisors and internal stakeholders.
This role is ideal for someone who is detail-oriented, proactive, and thrives in a fast-paced, growth-focused environment.
RESPONSIBILITIES
- Ensure all required documentation for new life insurance and segregated fund applications is complete and submitted on time
- Process and monitor pending requirements, including medical orders and APS follow-ups
- Verify policy approvals and follow up on delivery requirements
- Ensure all life insurance policies are entered into WealthServ; manually add policies when required
- Enter segregated fund applications and transfers into VieFund, ensuring all supporting documentation is included
- Create and monitor transfer reminders (T2233s) in VieFund to ensure completion and verify expected vs. received amounts
- Coordinate with Contracting to confirm MGA book purchases and expected values, particularly for segregated fund transfers
- Ensure all segregated funds and annuities are coded correctly and received
- Investigate discrepancies between expected and received transfer values by working directly with carriers
- Work with carriers to schedule training sessions that support advisor growth and development
- Attend training sessions in person, with a minimum commitment of one session every other week
- Respond to all emails within 48 hours
REQUIREMENTS
- 5+ years experience in a similar role at an MGA or recognized Canadian insurance carrier
- Experience implementing policies and procedures
- Experience growing and managing a team
- Strong attention to detail and organizational skills
- Ability to manage multiple priorities and deadlines
- Excellent written and verbal communication skills
- A proactive, service-oriented mindset
- Familiarity with WealthServ, VieFund, or carrier portals is considered a strong advantage
If this sounds like you and you’re ready to grow your career with a great team, we’d love to hear from you—apply today
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