We build our own technology and processes to make life insurance faster, simpler, and more transparent -- for both agents and clients.
About the Role
We're looking for a
Policy Administration & Customer Service Associate
to support our growing operations team.
In this role, you'll handle post-issue servicing and policy administration tasks for our proprietary products. You'll work closely with agents, clients, and carrier partners to ensure every policy is issued, maintained, and serviced accurately and on time.
This is a
full-time hybrid
position based in Toronto -- ideal for someone with prior experience at an MGA, carrier, or TPA who enjoys precision, problem-solving, and working in a modern, tech-enabled environment.
Key Responsibilities
Process all post-issue requests: PAD updates, cancellations, reinstatements, beneficiary or address changes
Track pending policies and follow up on outstanding requirements to ensure timely issuance
Respond to service inquiries from agents and clients by email and phone
Communicate with carrier partners to resolve discrepancies and confirm policy details
Maintain accurate policy records in Oneday's internal CRM system
Support agents with administrative and compliance tasks related to policy servicing
Identify opportunities to streamline and improve servicing workflows
What You'll Bring
1-2+ years of experience in life insurance administration, customer service, or operations (carrier, TPA, or MGA experience preferred)
Strong attention to detail and organizational skills
Excellent written and verbal communication
Comfort using CRMs, digital forms, and carrier portals
A proactive, reliable, and team-first mindset
Nice to Have
Familiarity with Canadian life-insurance carriers and products
Experience using Zoho CRM or similar platforms
LLQP license (asset but not required)
Why Join Oneday
Join a fast-growing company redefining how life insurance is serviced in Canada
Work in a flexible, hybrid environment with a high-performing team
Be part of an organization that values innovation, autonomy, and doing things better
Job Type: Full-time
Pay: From $50,000.00 per year
Work Location: Hybrid remote in Aurora, ON L4G 6H8
Expected start date: 2025-11-10
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