Insurance Services Coordinator
Waterloo, Ontario | Full-Time, In-Office
Are you highly organized, detail-oriented, and motivated by helping clients feel supported and confident?
Are you a detail-oriented professional who takes pride in delivering outstanding client experiences? At Young Financial Group, your accuracy, professionalism, and proactive mindset are truly valued. Join a team built on trust, collaboration, and long-term client relationships.
We are seeking a full-time, in-office Insurance Services Coordinator to play a key role in supporting our clients and ensuring a seamless service experience. This position is at the heart of our operations and offers the opportunity to contribute to a warm, professional, and highly supportive environment.
About the Role
As the first point of contact for insurance-related services, you will be responsible for coordinating and managing key aspects of the insurance application and servicing process. This includes preparing documentation, liaising with insurance carriers, and supporting both clients and advisors through policy changes, claims, and underwriting.
To thrive in this role, you will bring:
- Strong communication skills, both written and verbal
- A high level of accuracy and attention to detail
- A professional and client-focused approach
- The ability to stay calm under pressure in a fast-paced environment
- A proactive mindset with the ability to manage multiple priorities
- Discretion and professionalism when handling sensitive client information
Key Responsibilities
This is a representative list and is not exhaustive:
- Coordinate and schedule client meetings and respond to initial inquiries
- Retrieve insurance statements and notifications from carrier websites
- Prepare and submit insurance quotes, illustrations, and applications
- Prepare client paperwork related to policy changes and claims
- Manage documentation via electronic platforms such as DocuSign and carrier portals
- Act as a liaison with insurance carriers during the underwriting process
- Monitor and manage new business applications from submission through to settlement
- Track and collect underwriting requirements as needed
- Review contracts for accuracy and ensure timely, correct issuance
- Maintain up-to-date, organized client records
- Support other administrative functions and team members as assigned
What We’re Looking For
- Prior experience in an administrative or client service role, ideally within the insurance or financial services industry
- LLQP license is considered a strong asset
- Background in business administration, finance, or a related field is preferred
- Proficiency in Microsoft Office Suite
- A reliable, punctual, and trustworthy team member
- Ability to pass both a criminal background check and a credit check
What We Offer
- Compensation in the range of $65,000–$70,000 annually, aligned with experience and qualifications.
- Comprehensive benefits plan.
- A collaborative, respectful workplace with opportunities to grow.
- A team culture that values accountability, professionalism, and excellent service.
How to Apply
If this sounds like the right fit, we’d love to hear from you! Please submit your resume and a brief cover letter outlining your interest in the role.
The successful candidate will be required to complete a criminal record and credit check as part of the hiring process.
We thank all applicants for their interest; only those selected for an interview will be contacted.
Job Types: Full-time, Permanent
Pay: $65,000.00-$70,000.00 per year
Application question(s):
- Do you have prior experience in an administrative or client service role?
- Do you have prior experience within the insurance or financial services industry?
- Do you have the ability to pass both a criminal background check and a credit check?
- Do you have reliable transportation to Waterloo, ON?
Licence/Certification:
Work Location: In person
