Job Description

Full-Time | Permanent | Operations Department
Turn Strategy into Service
Are you detail-oriented, proactive, and motivated to make a difference? As an Insurance Account Coordinator, you'll be at the center of a client-focused team, helping deliver customized life insurance solutions for some of Canada's most successful business leaders.
This role is more than administration-it's about shaping outcomes that matter. You'll collaborate with advisors and managers, oversee key processes, and ensure every client experience reflects accuracy, professionalism, and care.
What You'll Do

• Support client success: Manage and implement life insurance policies that create long-term value.
• Master the details: Prepare and maintain documentation, complete forms, and update CRM systems with precision and compliance.
• Keep momentum: Coordinate with internal teams, monitor timelines, and ensure smooth execution of client files.
• Contribute to strategy: Assist with modeling solutions, preparing renewals, and supporting planning discussions.
• Be proactive: Anticipate needs, resolve challenges, and take initiative to strengthen team performance.

What You Bring

• A certificate or diploma in Accounting, Finance, Business Administration, or a related field.
• Experience in financial services, insurance, accounting, or administrative support.
• LLQP completion is an asset.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, SharePoint).
• Exceptional attention to detail, strong organizational skills, and a client-first mindset.
• Clear, professional communication skills with a collaborative approach.
• A proactive, solutions-oriented attitude.

Why Join Us? Be part of a high-performing, entrepreneurial team that's redefining client service in financial and insurance solutions. Your ideas will be valued, your contributions recognized, and your career growth supported.
We offer:

• Competitive compensation and benefits package
• Professional development and career advancement opportunities
• A collaborative, fast-paced, and supportive workplace
• The chance to deliver meaningful solutions that make a lasting impact for clients

Ready to Make an Impact? If you thrive in a detail-driven environment, enjoy teamwork, and are looking to grow your career in financial services, we'd love to hear from you. Apply today to take the next step.
David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.

Skills Required